您在此处:
启用实时财务客户信息
打开该设置,以从外部核心银行系统检索实时财务账户和交易信息。关闭此设置时,将从 Salesforce 检索客户信息。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
打开该设置,以从外部核心银行系统检索实时财务账户和交易信息。关闭此设置时,将从 Salesforce 检索客户信息。
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 |


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