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Создайте финансового консультанта-хранителя для связывания кода консультанта с определенным консультантом и финансовым хранителем.
Доступно в версиях: Lightning Experience Доступно в версиях: Enterprise Edition и Unlimited Edition |
| Необходимые полномочия пользователя | |
|---|---|
| Для использования библиотеки коннекторов с финансовыми услугами: | Расширение Financial Services Cloud ИЛИ Основы FSC ИЛИ Продажи FSC ИЛИ Служба FSC |
| Для использования Agentforce: | Набор полномочий Agent Platform Builder |
| Для запуска шаблонов напоминаний: | Полномочие пользователя «Выполнение шаблонов напоминаний» |
| Для использования Data 360: | Организация Data Cloud: Архитектор Data Cloud |
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