Considerazioni sull'impostazione di Gestione del reddito per Financial Services Cloud
Tenere presenti queste considerazioni quando si imposta Gestione del reddito per Financial Services Cloud.
Versioni (Edition) richieste
Disponibile nelle versioni: Lightning Experience nelle versioni Enterprise Edition e Unlimited Edition in cui è abilitato Financial Services Cloud.
Concedere agli utenti integrazione Analytics l'accesso a tutti i campi utilizzati nell'app. Quando si impostano oggetti e campi o si creano categorie, si possono visualizzare solo i campi a cui gli Utenti integrazione Analytics hanno accesso.
Per creare un'app CRM Analytics dall'impostazione guidata, è necessario installare il pacchetto gestito Financial Services Cloud nell'organizzazione.
Questo articolo ha risolto il problema?
Facci sapere, così possiamo migliorare!
Caricamento
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
