Slå på innstillingen for å hente sanntids økonomikonto- og transaksjonsinformasjon fra det eksterne kjernesystemet. Når denne innstillingen er slått av, hentes kontoinformasjon fra Salesforce.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Nødvendige brukertillatelser
For å bruke Hent økonomikontodetaljer og Hent økonomikontotransaksjoner:
Financial Services Cloud-utvidelse ELLER Financial Services Cloud Foundations ELLER FSC Sales ELLER FSC Service
For å tildele tillatelser:
Tilpasse program
Skriv inn funksjonsinnstillinger i Hurtigsøk-feltet i Oppsett, og velg deretter funksjonsinnstillinger.
Klikk på Finansetjenester.
Klikk på Aktiver sanntids økonomikontoinformasjon.
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