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使用 OmniStudio FlexCard 组件自定义财务账户卡
在 OmniStudio 中,自定义 FSCFinancialAccountsSummary、FSCFinancialAccountDetails 和 FSCFinancialAccountTransactionDetails 组件,以显示与用户最相关的信息。此可选步骤会配置组件,以显示可单击操作的信息,这些操作会根据组件包含的信息进行更改。在将其添加到记录页面之前,自定义组成 FlexCard 组件的组件。

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在 OmniStudio 中,自定义 FSCFinancialAccountsSummary、FSCFinancialAccountDetails 和 FSCFinancialAccountTransactionDetails 组件,以显示与用户最相关的信息。此可选步骤会配置组件,以显示可单击操作的信息,这些操作会根据组件包含的信息进行更改。在将其添加到记录页面之前,自定义组成 FlexCard 组件的组件。
适用于:Lightning Experience 适用于:Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要使用获取财务账户详细信息和获取财务账户交易: | Financial Services Cloud Extension 或 Financial Services Cloud Foundations 或 FSC Sales 或 FSC Service |
| 指派权限: | 自定义应用程序 |
FlexCard 设计器是一个声明性工具,无需代码即可轻松构建 Lightning Web 组件。通过将元素拖到画布,构建 FlexCard。使用 FlexCard 创建 UI 组件是所有关于寻找数据并以有意义的方式显示和组织返回的信息。


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