Considerações sobre a configuração do gerenciamento de receita para o Financial Services Cloud
Lembre-se destas considerações ao configurar o Gerenciamento de receita para o Financial Services Cloud.
Edições obrigatórias
Disponível em: Lightning Experience nas edições Enterprise e Unlimited em que o Financial Services Cloud está habilitado.
Dê aos usuários da integração do Analytics acesso a todos os campos usados no aplicativo. Ao configurar objetos e campos ou criar categorias, você pode ver apenas os campos aos quais os usuários da Integração do Analytics têm acesso.
Para criar um aplicativo do CRM Analytics usando a configuração guiada, o pacote gerenciado do Financial Services Cloud deve estar instalado em sua organização.
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