Overvejelser i forbindelse med opsætning af omsætningsstyring for Financial Services Cloud
Husk på disse overvejelser, når du opsætter Omsætningsstyring for Financial Services Cloud.
EditionsHeading
Tilgængelig i: Lightning Experience i Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret.
Giv Analytics-integrationsbrugere adgang til alle de felter, der bruges i appen. Når du opsætter objekter og felter eller opretter kategorier, kan du kun se de felter, som Analytics-integrationsbrugere har adgang til.
Hvis du vil oprette en CRM Analytics-app fra den guidede opsætning, skal den administrerede Financial Services Cloud-pakke være installeret i din organisation.
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