您位於此處:
連線至 MuleSoft 並為管理受益人服務流程建立已命名認證
啟用「MuleSoft 整合」可將您的外部銀行系統連線至 Salesforce,並為「管理受益人」服務流程建立已命名認證。安全地從您的外部核心銀行系統提取即時財務帳戶資訊。
啟用「MuleSoft 整合」可將您的外部銀行系統連線至 Salesforce,並為「管理受益人」服務流程建立已命名認證。安全地從您的外部核心銀行系統提取即時財務帳戶資訊。
| 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。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.