Créez un conseiller de gardien financier pour associer un code de conseiller à un conseiller et à un gardien financier spécifiques.
Disponible avec : Lightning Experience Disponible avec : Enterprise Edition et Unlimited Edition |
| Autorisations utilisateur requises | |
|---|---|
| Pour utiliser la Bibliothèque de connecteurs avec Financial Services : | Financial Services Cloud Extension OU Fondations FSC OU FSC Sales OU FSC Service |
| Pour utiliser Agentforce : | Ensemble d'autorisations Agent Platform Builder |
| Pour exécuter des modèles d'invite : | Autorisation utilisateur Exécuter les modèles d'invite |
| Pour utiliser Data 360 : | Organisation Data Cloud : Architecte Data Cloud |
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