Data 360 for Agentforce Financial Services FlexCard 的整合程序
Agentforce Financial Services FlexCard 的 Data 360 取決於這些「整合程序」。
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FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure
取得已計算洞察資料以顯示在 FSCDataCloudShowIncomeExpenses FlexCard 上。
呼叫者:FSCDataCloudShowIncomeExpenses Flexcard
通話:
- industriespersonalizedfinance.CDPQuery Apex 類別,hasRecordAccess 方法
- industriespersonalizedfinance.CDPQuery Apex 類別, hasPersonAccount 方法
- industriespersonalizedfinance.CDPQuery Apex 類別,getCalculatedInsight
- FSCDataCloudTransformIncomeExpenseData Data Mapper Transform
- FSCDataCloudRetrieveHouseholdMemberDetails Data Mapper Extract
- FSCDataCloudRetrieveFinancialAccounts 資料對應器解壓縮
- FSCDataCloud_RetrieveCashFlowSummaryForAllMembers Integration Procedure
- FSCDataCloud_RetrieveCashFlowSummaryForPersonAccount Integration Procedure
FSCDataCloud_RetrieveCashFlowByCategoryData Integration Procedure
取得已計算洞察資料以顯示在 FSCDataCloudCashFlowByCategory FlexCard 上。
呼叫者:FSCDataCloudCashFlowByCategory 彈性卡
通話:
- industriespersonalizedfinance.CDPQuery Apex 類別,hasRecordAccess 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 類別,getIncomeExpenseCategories 方法
- getCalculatedInsight.CDPQuery Apex 類別, hasPersonAccount 方法
- FSCDataCloud_RetrieveCashFlowByCategoryDataForAllMembers Integration Procedure
- FSCDataCloud_RetrieveCashFlowByCategoryDataForPersonAccount Integration Procedure
FSCDataCloud_RetrieveCashFlowByCategoryDataForAllMembers Integration Procedure
取得已計算洞察資料,以依照家庭帳戶的所有成員種類顯示現金流。
呼叫者:FSCDataCloudRetrieveCashFlowByCategory資料整合程序
通話:
- industriespersonalizedfinance.CDPQuery Apex 類別,getCalculatedInsightForAllFAsinMonth 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 類別,getIncomeExpenseCategories 方法
FSCDataCloud_RetrieveCashFlowByCategoryDataForPersonAccount Integration Procedure
取得已計算洞察資料,以依照個人帳戶的種類顯示現金流。
呼叫者:FSCDataCloudRetrieveCashFlowByCategory資料整合程序
通話:
- industriespersonalizedfinance.CDPQuery Apex 類別,getCalculatedInsight 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 類別,getIncomeExpenseCategories 方法
FSCDataCloud_RetrieveCashFlowSummaryForPersonAccount Integration Procedure
取得個人帳戶的 Data 360 現金流摘要資料。
呼叫者:FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure
通話:
- industriespersonalizedfinance.CDPQuery Apex 類別,getCalculatedInsight 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 類別,computIncomeForAllMembers 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 類別,computExpenseForAllMembers 方法
- FSCDataCloudTransformIncomeExpenseData Data Mapper
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 類別,processMonthlyIncomeExpense 方法
FSCDataCloud_RetrieveCashFlowSummaryForAllMembers Integration Procedure
針對家庭帳戶的所有成員,針對「Data 360」 獲取現金流程摘要資料。
呼叫者:FSCDataCloud_RetrieveIncomeExpenseData Integration Procedure
通話:
- industriespersonalizedfinance.CDPQuery Apex 類別,getCalculatedInsightForAllFAs 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 類別,computIncomeForAllMembers 方法
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 類別,computExpenseForAllMembers 方法
- FSCDataCloudTransformIncomeExpenseData Data Mapper
- industriespersonalizedfinance.FSCPersonalizedFinanceUtil Apex 類別,processMonthlyIncomeExpense 方法
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