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Cree un asesor de custodio financiero para asociar un código de asesor con un asesor y un custodio financiero específicos.
Disponible en: Lightning Experience Disponible en: Enterprise Edition y Unlimited Edition |
| Permisos de usuario necesarios | |
|---|---|
| Para utilizar Connector Library con Financial Services: | Extensión de Financial Services Cloud O Fundamentos de FSC O Ventas de FSC O Servicio FSC |
| Para utilizar Agentforce: | Conjunto de permisos Generador de plataforma de agentes |
| Para ejecutar plantillas de solicitud: | Permiso de usuario Ejecutar plantillas de solicitud |
| Para utilizar Data 360: | Organización de Data Cloud: Arquitecto de Data Cloud |
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