Kontroller at SSOT-koden for Salesforce-standarddatamodell er versjon 1.122 eller nyere.
Agentforce Financial Services er tilgjengelig i Lightning Experience. Tilgjengelig i Professional, Enterprise og Unlimited Edition |
| Nødvendige brukertillatelser | |
|---|---|
| For å konfigurere Data 360 for standardobjekter i Agentforce Financial Services: | Salesforce-organisasjon: Financial Services Cloud-utvidelse ELLER FSC-salg ELLER FSC-tjeneste OG Data Cloud for Financial Services Cloud-administrator OG Data Cloud-organisasjon: Data Cloud-arkitekt |
| Slik konfigurerer du Data 360 for den administrerte pakken Agentforce Financial Services | Salesforce-organisasjon: Financial Services Cloud-utvidelse ELLER FSC-salg ELLER FSC-tjeneste OG Data Cloud-organisasjon: Data Cloud-arkitekt |
Hvis versjonen er mindre enn 1.122, kontakter du din Salesforce-kontoansvarlige.
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