Ti trovi qui:
Creare un consulente custode finanziario per associare un codice consulente a un consulente e custode finanziario specifico.
Disponibile nelle versioni: Lightning Experience Disponibile in: Enterprise Edition e Unlimited Edition |
| Autorizzazioni utente richieste | |
|---|---|
| Per utilizzare la libreria dei connettori con Financial Services: | Estensione Financial Services Cloud O Fondazioni FSC O Vendite FSC O Servizio FSC |
| Per utilizzare Agentforce: | Insieme di autorizzazioni Agent Platform Builder |
| Per eseguire i modelli di prompt: | Autorizzazione utente Esegui modelli di prompt |
| Per utilizzare Data 360: | Organizzazione Data Cloud: Architetto Data Cloud |
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