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依種類 FlexCard 的用戶現金流
Agentforce Financial Services FlexCard 的 Data 360。
Agentforce Financial Services FlexCard 的 Data 360。
提供版本:Lightning Experience 提供版本:Professional、Enterprise 及 Unlimited Edition |
顯示用戶在上個月的收入和支出 (依種類分組)。這是最上層 FlexCard,可新增至「個人帳戶」記錄頁面。
資料來源:FSCDataCloud_RetrieveCashFlowByCategoryData Integration Procedure
子系 FlexCard:FSCDataCloudCashFlowByCategoryPicChart
通話:FSCDataCloud_RetrieveCashFlowByCategoryData Integration Procedure
顯示用戶在上個月的收入和支出 (依種類分組)。這是最上層 FlexCard,可新增至「個人帳戶」記錄頁面。
資料來源:與父系相同。
父系 FlexCard:FSCDataCloudCashFlowByCategoryPieChart

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