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Financial Services Cloud 数据模型
了解 Agentforce 财务服务数据模型中代表个人的对象和关系,以及他们的关系和财务活动。
了解 Agentforce 财务服务数据模型中代表个人的对象和关系,以及他们的关系和财务活动。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
概览 | 受管软件包数据模型 | 标准数据模型 | 保险 | 互动汇总 | 财务交易管理 | 抵押贷款 | 行动计划 | 同意 | 发现框架 | 了解客户 (KYC) | 分行管理 | 数字借贷 | 集成入职培训 | 整合编排 | 投诉管理 | 交易争议管理 | 群组和家庭

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