Opret forbindelse til MuleSoft, og opret en navngivet legitimationsoplysning for processen Start automatisk kundekontoverførselstjeneste
Aktiver Financial Services Cloud-integrationer, og tilslut dit eksterne banksystem til Salesforce.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Brugertilladelser påkrævet
Hvis du vil aktivere MuleSoft-integration:
Tilpas applikation
Før du opretter forbindelse til MuleSoft og aktiverer integrationen, skal du aktivere indstillingen for at hente finansielle kontooplysninger i realtid fra dit eksterne kernesystem. Når denne indstilling er deaktiveret, hentes kontooplysninger fra Salesforce. Se Aktiver finansielle kontooplysninger i realtid.
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