O tópico Saldos da conta financeira recupera os saldos da conta financeira associados a uma conta financeira específica.
Edições obrigatórias
Disponível em: Lightning Experience
Disponível em: Edições Professional, Enterprise e Unlimited com a licença de complemento Agentforce para Financial Services ou incluídas na Agentforce 1 Financial Services Edition. Exige que cada usuário tenha o complemento Agentforce para Serviços financeiros para acessar a ação.
Permissões de usuário necessárias
Para configurar e usar o tópico do agente de saldos de conta financeira:
Extensão do Financial Services Cloud OU Serviço do FSC
E
Acessar assistência de serviço bancário
Para usar o Agente do funcionário do Agentforce:
Gerenciar agentes de IA e Gerenciar agentes de funcionários do Agentforce
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