Lees meer over de objecten en relaties binnen het gegevensmodel van Agentforce Financial Services die een persoon vertegenwoordigen, samen met diens relaties en financiële activiteiten.
| Beschikbaar in: Lightning Experience |
| Beschikbaar in: Professional, Enterprise en Unlimited Edition |
Overzicht | Gegevensmodel voor beheerde pakketten |Standaardgegevensmodel | Verzekeringen | Interactiesamenvattingen | Financieel dealbeheer | Hypotheek | Actieplannen | Instemming | Discovery Framework | Know Your Customer (KYC) | Filiaalbeheer | Digital Lenen | Geïntegreerde onboarding | Integratiecombinatie | Klachtenbeheer | Transactiegeschillenbeheer | Groepen en huishoudens
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