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Crie um custode financeiro para representar uma instituição financeira de terceiros, como um banco, que detém e protege ativos do cliente.
Disponível em: Lightning Experience Disponível em: Edições Enterprise e Unlimited |
| Permissões necessárias ao usuário | |
|---|---|
| Para usar a Biblioteca do conector com Serviços financeiros: | Extensão do Financial Services Cloud OU Fundações do FSC OU Vendas do FSC OU Serviço do FSC |
| Para usar o Agentforce: | Conjunto de permissões do Criador de plataforma do agente |
| Para executar modelos de prompts: | Permissão de usuário Executar modelos de prompts |
| Para usar o Data 360: | Organização do Data Cloud: Arquiteto do Data Cloud |
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