Asigne permisos, active la configuración de Agente de patrimonio y Objetos estándar de Gestión de cuentas financieras y configure la pertenencia a grupos.
| Disponible en: Lightning Experience |
| Disponible en: Professional Edition, Enterprise Edition y Unlimited Edition |
| Permisos necesarios | |
|---|---|
| Para utilizar Financial Services Cloud: | Extensión de Financial Services Cloud O Fundación FSC O Ventas de FSC O Servicio FSC |
| Para utilizar Asistencia de asesor financiero: | Permiso de usuario Einstein for Financial Services Y Configuración Asistencia de asesor financiero |
| Para utilizar Agentforce: | Conjunto de permisos Generador de plataforma de agentes |
| Para ejecutar plantillas de solicitudes: | Permiso de usuario Ejecutar plantillas de solicitudes |
| Para utilizar objetos estándar de Gestión de cuentas financieras: | Parámetro Objetos estándar de Gestión de cuentas financieras |
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