Tildele Data 360-tillatelser for Agentforce Financial Services
For å få tilgang til DMO-tilordningene for Agentforce Financial Services, datastrømmer og Beregnet innsikt i Data Cloud tildeler du Data Cloud for Financial Services Cloud-administratorbruker eller Data Cloud for Financial Services Cloud-bruker.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Enterprise og Unlimited Edition
Nødvendige brukertillatelser
For å konfigurere Data 360 for standardobjekter i Agentforce Financial Services:
Salesforce-organisasjon: Financial Services Cloud-utvidelse ELLER FSC-salg ELLER FSC-tjeneste
OG
Data Cloud for Financial Services Cloud-administrator
OG
Data Cloud-organisasjon: Data Cloud-arkitekt
Finn og velg Brukere i Hurtigsøk-feltet i Oppsett.
Tildel Data Cloud for Financial Services Cloud-administratorbruker eller Data Cloud for Financial Services Cloud-bruker.
Lagre endringene.
For å kontrollere at pakken er installert går du til Installerte pakker i Oppsett og ser etter navnet på pakken.
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