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客户收入和支出 FlexCard
Data Cloud for Financial Services Cloud Flexcard。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
Data Cloud for Financial Services Cloud Flexcard。
适用于:Lightning Experience 适用于:Professional、Enterprise 和 Unlimited Edition |
显示选定时间范围的每月收入和支出,以及选定时间范围的收入和支出汇总。这是顶级 Flexcard,可以添加到个人客户记录页面。
数据源:FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure
子 Flexcard:FSCDataCloudIncomeExpenseGraph
呼叫:FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure
在条形图中显示选定时间范围的每月收入和支出。
数据源:与父级相同。
父 Flexcard:FSCDataCloudShowIncomeExpenses
显示选定时间范围的收入和支出卡。.
数据源:与父级相同。
父 Flexcard:FSCDataCloudShowIncomeExpenses

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