Schakel Financial Services Cloud Integrations in en verbind uw externe banksysteem met Salesforce.
| Beschikbaar in: Lightning Experience |
| Beschikbaar in: Professional, Enterprise en Unlimited Edition waarin Financial Services Cloud is ingeschakeld |
| Benodigde gebruikersmachtigingen | |
|---|---|
| MuleSoft Integration inschakelen: | Toepassing aanpassen |
Voordat u verbinding maakt met MuleSoft en de integratie inschakelt, schakelt u de instelling in om realtime financiële rekeninggegevens op te halen uit uw externe kernbanksysteem. Wanneer deze instelling is uitgeschakeld, worden accountgegevens opgehaald uit Salesforce. Zie Realtime financiële rekeninggegevens inschakelen.
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