Føj feltet Kildesystem-id til sidelayoutet for Financial Account (Finansiel konto). Dette felt viser id'et for den finansielle konto i kernesystemet. Id'et bestemmer, hvilken konto der skal hentes data fra i kernesystemet.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
Brugertilladelser påkrævet
Hvis du vil bruge Hent finansielle kontodetaljer og Hent finansielle kontotransaktioner:
Financial Services Cloud-udvidelse ELLER Financial Services Cloud-foundations ELLER FSC-salg ELLER FSC-service
Hvis du vil tildele tilladelser:
Tilpas applikation
Bemærk Den administrerede Financial Services Cloud-pakke skal være installeret i Salesforce, før du kan udføre disse trin.
Klik på Objektmanager i Opsætning.
I søgefeltet skal du skrive Finansiel konto og vælge Finansiel konto (Banking) Layout.
Klik på Sidelayouts.
Skriv Kildesystem-id i feltet Find hurtigt.
Træk feltet Kildesystem-id til ruden Oplysninger.
Gem dine ændringer.
Udfør trin 2 til 6 for andre sidelayouts for finansiel konto, hvor du får vist konto- og finansielle kontooplysninger i realtid ved brug af komponenterne FSCFinancialAccountsSummary, FSCFinancialAccountDetails og FSCFinancialAccountTransactionDetails.
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