Loading
Innehållsförteckningar
Filtrera efter (0)Lägg till
Välj filter

          Inga resultat
          Inga resultat
          Här är några söktips

          Kontrollera stavningen av dina nyckelord.
          Använd mer allmänna söktermer.
          Välj färre filter för att utöka din sökning.

            Sök hela Salesforce-hjälpen
            Sök hela Salesforce-hjälpen
            Exempel på JSON-konfiguration för hjälpämnen för banktjänster

            Du är här:

            1. Salesforce-hjälp
            2. Dokument
            3. Adminguide för Financial Services Cloud

            Exempel på JSON-konfiguration för hjälpämnen för banktjänster

            Här är de färdigbyggda JSON-konfigurationerna för olika agentämnen i Integreringsprocedur för ämne_konfiguration. JSON-konfigurationerna för ett specifikt serviceprocessagentämne är identiska i Kundtjänst för bankärenden och Hjälp för anställda i bankärenden.

            Versioner som krävs

            Tillgängliga i: Lightning Experience
            Tillgängliga i: Professional, Enterprise och Unlimited Edition
            Ämnesnamn Huvudkonfiguration Paketkonfiguration
            Kontoutdrag 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"],
       "Types": [
      "Savings",
      "Checkings",
      "Automotive Loan",
      "Loan"
    ]
  },
  "FinancialAccountAddressConfig": {
    "AddressTypes": ["Statement Address"],
    "Roles": ["Owner"],
    "IncludeAllAddress": true
  }
}

            {
  "FinancialAccountConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings Account",
      "Checking Account",
      "Auto Loan",
      "Loan Account",
      "Mortgage"
    ]
  },
  "FinancialAccountAddressConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "IncludeAllAddress": true
  }
}
            Rapportera kredit- eller betalkort 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            Bokföringstransaktioner 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"]
        },
"FinancialAccountTransactionsConfig": {
    "transactionType": []
  }
}

            {
  "FinancialAccountConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"]
         },
  "FinancialAccountTransactionsConfig": {
    "transactionType": []
  }
}
            Saldon för finanskonton 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"]
     },
"FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": []
  }
}

            {
  "FinancialAccountConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],

    "isHeldAway": ["false"]
     },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": []
  }
}
            Uttryck för återbetalning av lån 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"],
    "Status": [],
    "Types": [
      "Automotive Loan",
      "Loan"
    ]

  },
"FinancialAccountAddressConfig": {
    "AddressTypes": ["Statement Address"],
    "Roles": ["Owner"],
    "IncludeAllAddress": true
  }
}

            {
  "FinancialAccountConfig": {
     "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"],
    "Status": [],
     "Types": [
      "Auto Loan",
      "Loan Account",
      "Mortgage"
    ]
  },
 "FinancialAccountAddressConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "IncludeAllAddress": true
  }
}
            Annullering av checkbokbetalning 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings",
      "Checkings"
    ]
  }
}

            {
  "FinancialAccountConfig": {
     "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings Account",
      "Checking Account"
      ]
  }
}
            Checkboksordning 
            {
  "FinancialAccountConfig": {
    "Roles": ["Owner"],
    "isHeldAway": ["false"],
    "Status": [],
    "Types": [
      "Savings",
      "Checkings"
    ]
  },
"FinancialAccountAddressConfig": {
    "AddressTypes": ["Statement Address"],
    "Roles": ["Owner"],
    "IncludeAllAddress": true
  }
}

            {
  "FinancialAccountConfig": {
     "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"],
        "Types": [
      "Savings Account",
      "Checking Account"
      ]
  }
,
 "FinancialAccountAddressConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "IncludeAllAddress": true
  }
}
            Resenotis 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            Hantering av kortinställningar 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            Adressuppdatering 
            {
  "FinancialAccountAddressConfig": {
    "AddressTypes": ["Statement Address"],
    "Roles": ["Owner"],
    "IncludeAllAddress": true
  }
}

            {
  "FinancialAccountAddressConfig": {
    "Roles": [
      "Primary Owner",
      "Joint Owner"
    ],
    "IncludeAllAddress": true
  }
}
            Hantering av kortlås 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card"],
    "IsCardActive": [true]
  }
}
            Hantering av faktureringscykel 
            {
  "CardsConfig": {
    "Roles": ["Owner"],
    "CardTypes": ["Credit Card", "Debit Card", "ATM Card"],
    "CardStatus": ["Active"]
  }
}

            {
  "CardsConfig": {
    "Roles": ["Primary Owner", "Joint Owner"],
    "CardTypes": ["Credit Card", "Debit Card", "ATM Card"],
    "IsCardActive": [true]
  }
}
            Överföring av medel till eget konto – egen kontoöverföringskälla 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            Den färdigbyggda IP-konfigurationen i kärnkonfigurationen hämtar kontoinformation i realtid från ditt externa kärnbanksystem. För att istället hämta kontoinformation från Salesforce, ändra värdet financialAccountBalanceTypes i FinancialAccountBalancesConfig från "CurrentPostedBalance" till "Current Posted Balance" (med blanksteg).

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Överföring av medel till eget konto – Mål för överföring av eget konto 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  }
}
            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  }
}
            Överföring av medel till eget konto - Lånebetalningskälla 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            Den färdigbyggda IP-konfigurationen i kärnkonfigurationen hämtar kontoinformation i realtid från ditt externa kärnbanksystem. För att istället hämta kontoinformation från Salesforce, ändra värdet financialAccountBalanceTypes i FinancialAccountBalancesConfig från "CurrentPostedBalance" till "Current Posted Balance" (med blanksteg).

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Överföring av medel till eget konto - Lånebetalningsmål 
            {
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": [
      "TotalBalance",
      "BalanceLastStatement",
      "MinimumPayment"
    ]
  },
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": [
      "Mortgage",
      "Automotive Loan",
      "Automotive Lease",
      "Loan",
      "Home Equity Line of Credit"
    ],
    "Roles": ["Owner"],
    "isHeldAway": ["false"]
  }
}
            		 
            {
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": [
      "Balance",
      "BalanceLastStatement",
      "MinimumPayment"
    ]
  },
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": [
      "Mortgage",
      "Auto Loan",
      "Loan Account",
      "Home Equity Line of Credit"
    ],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"]
  }
}
            Pengar överförs till eget konto - Kreditkortsbetalningskälla 
            {
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Savings", "Checking"],
    "Roles": ["Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}

            Den färdigbyggda IP-konfigurationen i kärnkonfigurationen hämtar kontoinformation i realtid från ditt externa kärnbanksystem. För att istället hämta kontoinformation från Salesforce, ändra värdet financialAccountBalanceTypes i FinancialAccountBalancesConfig från "CurrentPostedBalance" till "Current Posted Balance" (med blanksteg).

            		 
            {
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Savings Account", "Checking Account"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false", "true"]
  },
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": ["CurrentPostedBalance"]
  }
}
            Överföring av medel till eget konto - Betalningsmål för kreditkort 
            {
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": [
      "TotalBalance",
      "BalanceLastStatement",
      "MinimumPayment"
    ]
  },
  "FinancialAccountConfig": {
    "Status": ["Active"],
    "Types": ["Credit Card"],
    "Roles": ["Owner"],
    "isHeldAway": ["false"]
  }
}
            		 
            {
  "FinancialAccountBalancesConfig": {
    "financialAccountBalanceTypes": [
      "Balance",
      "BalanceLastStatement",
      "MinimumPayment"
    ]
  },
  "FinancialAccountConfig": {
    "Status": ["Open", "Active"],
    "Types": ["Credit Card"],
    "Roles": ["Primary Owner", "Joint Owner"],
    "isHeldAway": ["false"]
  }
}
            Avgiftsåterföring 
            { 
  "FinancialAccountTransactionsConfig":{ 
    "transactionType": ["Fee"] },
  "FinancialAccountConfig": { 
    "Status": ["Active", "Closed", "Delinquent", "On Hold"], 
    "Types": ["Savings", "Checking", "Credit Card", "Mortgage", "Automotive Loan", "Automotive Lease", "Loan", "Investment Account", "Home Equity Line of Credit"], 
    "Roles": ["Owner"], 
    "isHeldAway": ["false"] 
  } 
}
            		 
            { 
  "FinancialAccountTransactionsConfig": { 
    "transactionType": ["Fee"] }, 
  "FinancialAccountConfig": { 
    "Status": ["Open", "Closed", "On Hold", "Pending", "Charge-off", "Declined", "Lost", "Paid out", "Withdrawn", "Active", "Expired", "Cancelled"], 
    "Types": ["Auto Loan", "Bank Account", "Checking Account", "Credit Card", "General Account", "HELOC", "Insurance Policy", "Investment Account", "Loan Account", "Mortgage", "Savings Account", "Treasury Service"], 
    "Roles": ["Primary Owner", "Joint Owner"], 
    "isHeldAway": ["false"] 
  } 
}
            Hantering av transaktionstvister 
            { 
  "FinancialAccountTransactionsConfig": { 
  "transactionType": ["Credit Card", "Credit", "Debit"] },
  "FinancialAccountConfig": { "Status": ["Active", "Delinquent", "On Hold"], "Types": ["Savings", "Checking", "Credit Card"], 
    "Roles": ["Owner"], 
    "isHeldAway": ["false"] 
  } 
}
            		 
            { 
  "FinancialAccountTransactionsConfig": { "transactionType": ["Credit Card", "Credit", "Debit"] }, 
  "FinancialAccountConfig": { 
     "Status": ["Open", "Active", "On Hold"], 
     "Types": ["Savings Account", "Checking Account", "Credit Card"],
     "Roles": ["Primary Owner", "Joint Owner"], 
     "isHeldAway": ["false"] 
  } 
}
             
            Laddar
            Salesforce Help | Article