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