Fluxo de caixa do cliente por FlexCards de categoria
FlexCard do Data Cloud para Financial Services Cloud.
Edições obrigatórias
Disponível em: Lightning Experience
Disponível em: Professional, Enterprise e Unlimited Editions
FSCDataCloudCashFlowByCategory Flexcard
Mostra a renda e as despesas do cliente para o último mês agrupadas por categoria. Esse é o FlexCard de nível superior, que pode ser adicionado a uma página de registro de Conta pessoal.
Origem dos dados: FSCDataCloud_RetrieveCashFlowByCategoryData Integration Procedure
Mostra a renda e as despesas do cliente para o último mês agrupadas por categoria. Esse é o FlexCard de nível superior, que pode ser adicionado a uma página de registro de Conta pessoal.
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