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          Integrationsprocedurer for Data Cloud for Financial Services Cloud-flexkort

          Integrationsprocedurer for Data Cloud for Financial Services Cloud-flexkort

          Data Cloud for Financial Services Cloud Flexcards afhænger af disse integrationsprocedurer.

          EditionsHeading

          Tilgængelig i: Lightning Experience

          Tilgængelig i: Professional, Enterprise og Unlimited Edition

          FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure

          Hent beregnede indsigtsdata, der skal vises på Flexcard for FSCDataCloudShowIncomeExpenses.

          Kaldt af: FSCDataCloudShowIncomeExpenses Flexcard

          Opkald:

          • industriespersonalizedfinance.CDPQuery Apex, hasRecordAccess-metode
          • industriespersonalizedfinance.CDPQuery Apex, hasPersonAccount-metode
          • industriespersonalizedfinance.CDPQuery Apex, getCalculatedInsight
          • FSCDataCloudTransformIncomeExpenseData Data Mapper-transformation
          • Udtrækning af data Mapper for FSCDataCloudRetrieveHouseholdMemberDetails
          • Udtrækning af data Mapper for FSCDataCloudRetrieveFinancialAccounts
          • FSCDataCloud_RetrieveCashFlowSummaryForAllMembers Integration Procedure
          • FSCDataCloud_RetrieveCashFlowSummaryForPersonAccount Integration Procedure

          FSCDataCloud_RetrieveCashFlowByCategoryData Integration Procedure

          Hent beregnede indsigtsdata, der skal vises på FSCDataCloudCashFlowByCategory Flexcard.

          Kaldt af: FSCDataCloudCashFlowByCategory Flexcard

          Opkald:

          • industriespersonalizedfinance.CDPQuery Apex, hasRecordAccess-metode
          • industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex, getIncomeExpenseCategories-metode
          • getCalculatedInsight.CDPQuery Apex, hasPersonAccount-metode
          • FSCDataCloud_RetrieveCashFlowByCategoryDataForAllMembers Integration Procedure
          • FSCDataCloud_RetrieveCashFlowByCategoryDataForPersonAccount Integration Procedure

          FSCDataCloud_RetrieveCashFlowByCategoryDataForAllMembers Integration Procedure

          Hent beregnede indsigtsdata for at vise cashflow efter kategori for alle medlemmer af en husstandskonto.

          Kaldt af: FSCDataCloudRetrieveCashFlowByCategoryData Integration Procedure

          Opkald:

          • industriespersonalizedfinance.CDPQuery Apex, getCalculatedInsightForAllFAsinMonth-metode
          • industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex, getIncomeExpenseCategories-metode

          FSCDataCloud_RetrieveCashFlowByCategoryDataForPersonAccount Integration Procedure

          Hent beregnede indsigtsdata for at vise cashflow efter kategori for en personkonto.

          Kaldt af: FSCDataCloudRetrieveCashFlowByCategoryData Integration Procedure

          Opkald:

          • industriespersonalizedfinance.CDPQuery Apex, getCalculatedInsight-metode
          • industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex, getIncomeExpenseCategories-metode

          FSCDataCloud_RetrieveCashFlowSummaryForPersonAccount Integration Procedure

          Hent Data Cloud-forløbssammendragsdata for en personkonto.

          Kaldt af: FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure

          Opkald:

          • industriespersonalizedfinance.CDPQuery Apex, getCalculatedInsight-metode
          • industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex, computeIncomeForAllMembers-metode
          • industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex, computeExpenseForAllMembers-metode
          • FSCDataCloudTransformIncomeExpenseData-datatilknytning
          • industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex, processMonthlyIncomeExpense-metode

          FSCDataCloud_RetrieveCashFlowSummaryForAllMembers Integration Procedure

          Hent Data Cloud-forløbssammendragsdata for alle medlemmer af en husstandskonto.

          Kaldt af: FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure

          Opkald:

          • industriespersonalizedfinance.CDPQuery Apex, getCalculatedInsightForAllFAs-metode
          • industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex, computeIncomeForAllMembers-metode
          • industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex, computeExpenseForAllMembers-metode
          • FSCDataCloudTransformIncomeExpenseData-datatilknytning
          • industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex, processMonthlyIncomeExpense-metode
           
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