Connessione di una fonte di dati esterna a Salesforce Data 360 per oggetti standard
Per inserire dati transazionali in Data 360, collegare la fonte di dati esterna a Data 360.
Versioni (Edition) richieste
Financial Services Cloud è disponibile in Lightning Experience.
Disponibile in: Professional Edition, Enterprise Edition e Unlimited Edition
Inserire i dati delle transazioni dei clienti dal sistema bancario di base in Data 360. Il modello di dati supporta i dati delle transazioni non elaborati del sistema bancario di base o i dati delle transazioni arricchiti del partner MX Technologies.
A seconda della fonte di dati sono disponibili vari connettori predefiniti per inserire dati esterni in Data 360. Esaminare la documentazione di Data 360 e completare i passaggi per impostare e inserire i dati per le transazioni.
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
Always Active
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
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
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.
