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适用于财务计划的 Omnistudio 数据映射器 FlexCard
财务计划 FlexCard 取决于以下数据映射器。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
财务计划 FlexCard 取决于以下数据映射器。
适用于:Lightning Experience 适用于:Professional、Enterprise 和 Unlimited Edition |
从财务计划列表中检索具有指定 ID 的财务计划。
调用者:FSCFinancialPlanDetails FlexCard
转换财务计划的财务目标列表。从 FSCFinancialPlanFinancialGoals FlexCard 中删除重复目标。
调用者:FSCFinancialPlanFinancialGoals FlexCard
如果当前记录页面适用于 PartyRelationshipGroup,则返回 True。
调用者:GetFinancialPlansForAccount 集成程序
检索与客户关联的财务计划。
调用者:GetFinancialPlansForAccount 集成程序
检索与财务计划相关的财务目标。
调用者:GetGoalsForPlan 集成程序
转换财务目标数据。
调用者:GetGoalsForPlan 集成程序

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