Conectar con MuleSoft y crear una credencial nombrada para iniciar el proceso de servicio de transferencia de cuenta de cliente automatizado
Active Integraciones de Financial Services Cloud y conecte su sistema de banca externa con Salesforce.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Profesional, Enterprise e Unlimited donde Financial Services Cloud está activado
Permisos de usuario necesarios
Para activar Integración de MuleSoft:
Personalizar aplicación
Antes de conectarse a MuleSoft y activar la integración, active el parámetro para recuperar información de cuentas financieras en tiempo real desde su sistema de banca principal externo. Cuando se desactiva esta configuración, se recupera la información de cuenta de Salesforce. Consulte Activar información de cuenta financiera en tiempo real.
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