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Før du tilpasser Household Snapshot (Husstandsøjebliksbillede), skal du gennemse de felter, der vises som standard i hvert afsnit for din organisations datamodel.
| Tilgængelig i: Lightning Experience |
| Tilgængelig i: Enterprise og Unlimited Edition med Agentforce for Financial Services-tilføjelsesprogramlicensen eller inkluderet i Agentforce 1 Financial Services Edition |
Afsnittet Primære medlemsdetaljer viser kontaktoplysninger for husstandens primære medlem. Disse felter vises som standard for både standardobjektdatamodellen og den administrerede Financial Services Cloud-pakkedatamodel.
Afsnittet Kontodetaljer viser vigtige finansielle og relationsoplysninger for husstandskontoen. Hvilke felter, der vises som standard, afhænger af din organisations datamodel.
Denne tabel viser standardfelterne for hver datamodel.
| Afsnit | Standardobjektdatamodel | Datamodel for den administrerede Financial Services Cloud-pakke |
|---|---|---|
| Primære medlemsdetaljer | Primært medlem, Primær telefon, Primær mail | Primært medlem, Primær telefon, Primær mail |
| Kontodetaljer | Skjult, indtil du vælger et felt, der skal vises. | Aktiver under administration (AUM), Sidste interaktionsdato |
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