您在此处:
连接到 MuleSoft,并为启动自动客户帐户转移服务流程创建命名凭据
打开 Financial Services Cloud 集成,并将外部银行系统连接到 Salesforce。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
打开 Financial Services Cloud 集成,并将外部银行系统连接到 Salesforce。
| 适用于:Lightning Experience |
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 打开 MuleSoft 集成: | 自定义应用程序 |
在连接到 MuleSoft 并启用集成之前,请打开该设置,以从外部核心银行系统检索实时财务账户信息。关闭此设置时,将从 Salesforce 检索客户信息。请参阅启用实时财务账户信息。

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