Viktige punkter om konfigurering av omsetningsbehandling for Financial Services Cloud
Ta hensyn til disse punktene når du konfigurerer Omsetningsbehandling for Financial Services Cloud.
Nødvendige utgaver
Tilgjengelig i Lightning Experience i Enterprise og Unlimited Edition der Financial Services Cloud er aktivert.
Gi Analytics-integrasjonsbrukere tilgang til alle feltene som brukes i appen. Når du konfigurerer objekter og felt eller oppretter kategorier, kan du se bare de feltene som Analytics-integrasjonsbrukerne har tilgang til.
For å kunne opprette en CRM Analytics-app fra det veiledede oppsettet må den administrerte pakken Financial Services Cloud være installert i organisasjonen.
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