The Data 360 for Agentforce Financial Services Omnistudio components display calculated insights data in Salesforce. They let users view client transaction data in pre-configured Flexcards. These components consist of Flexcards and Integration Procedures.
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
For detailed steps on how to version, clone, edit, and activate Omnistudio components, see the Omnistudio documentation.
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