Financial Services Cloud용 매출 관리를 설정할 때 다음 사항을 고려하십시오.
필수 Edition
지원 제품: Financial Services Cloud가 활성화된 Enterprise 및 Unlimited Edition의 Lightning Experience
Analytics 통합 사용자에게 앱에서 사용되는 모든 필드에 대한 액세스 권한을 부여합니다. 개체 및 필드를 설정하거나 범주를 만들 때 Analytics 통합 사용자가 액세스할 수 있는 필드만 볼 수 있습니다.
안내 설정에서 CRM Analytics 앱을 만들려면 조직에 Financial Services Cloud 관리 패키지가 설치되어 있어야 합니다.
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