Aktiver oplysninger om finansielle konti i realtid
Aktiver indstillingen for at hente finansielle konto- og transaktionsoplysninger i realtid fra dit eksterne kernebanksystem. Når denne indstilling er inaktiveret, hentes kontooplysninger fra Salesforce.
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
Skriv funktionsindstillinger i feltet Find hurtigt i Opsætning, og vælg derefter funktionsindstillinger.
Klik på Finansielle tjenester.
Klik på Aktiver finansielle kontooplysninger i realtid.
Løste denne artikel dit problem?
Giv os besked, så vi kan forbedre os!
Indlæser
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
