Découvrez les objets et les relations du modèle de données Agentforce Financial Services qui représentent une personne, ainsi que ses relations et ses activités financières.
| Disponible avec : Lightning Experience |
| Disponible avec : Professional Edition, Enterprise Edition et Unlimited Edition |
Vue d'ensemble | Modèle de données du package géré | Modèle de données standard | Assurances | Sommaires des interactions | Gestion des affaires financières | Hypothèque | Plans d'action | Consentement | Cadre de découverte | Connaissez votre client (KYC) | Gestion de succursale | Prêt numérique | Intégration intégrée | Orchestration de l'intégration | Gestion des plaintes | Gestion des litiges relatifs aux transactions | Groupes et foyers
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