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連線至 MuleSoft 並為起始自動化客戶帳戶轉移服務流程建立已命名認證
開啟 Financial Services Cloud 整合,並將您的外部銀行系統連線至 Salesforce。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
開啟 Financial Services Cloud 整合,並將您的外部銀行系統連線至 Salesforce。
| 提供版本:Lightning Experience |
| 提供版本:啟用 Financial Services Cloud 的 Professional、Enterprise 及 Unlimited Edition |
| 需要的使用者權限 | |
|---|---|
| 若要開啟 MuleSoft 整合: | 自訂應用程式 |
在您連線至 MuleSoft 並啟用整合之前,請先開啟設定,以從外部核心銀行系統提取即時財務帳戶資訊。當關閉此設定時,系統會從 Salesforce 提取帳戶資訊。請參閱 啟用即時財務帳戶資訊。

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