Créez un plan financier pour un type d'enregistrement de compte personnel ou de foyer, puis ajoutez des objectifs.
Disponible avec : Lightning Experience Disponible avec : Professional Edition, Enterprise Edition et Unlimited Edition |
| Autorisations utilisateur requises | |
|---|---|
| Pour utiliser des plans et des objectifs financiers, OmniScript, Data Mappers, FlexCards et Procédures d'intégration : | Extensions Financial Services Cloud OU Ventes FSC ET Ensemble d'autorisations Utilisateur d'OmniStudio OU Administrateur d'OmniStudio |
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