La brukerne knytte en økonomisk plan til et mål. Legg til Finansiell plan-feltet i sideoppsettet for Finansielle mål.
Tilgjengelig i Lightning Experience Tilgjengelig i Professional, Enterprise og Unlimited Edition |
| Nødvendige brukertillatelser | |
|---|---|
| For å bruke økonomiske planer og mål gjør OmniScript, Omnistudio-datatilordninger, FlexCard og Integrasjonsprosedyrer følgende: | Financial Services Cloud-utvidelser ELLER FSC Sales OG OmniStudio-bruker ELLER OmniStudio-administratortillatelsessett |
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