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Tenga en cuenta estas consideraciones antes de configurar la ConfiguraciĆ³n inicial de FinanciaciĆ³n digital.
Disponible en: Lightning Experience Disponible en: Professional Edition, Enterprise Edition y Unlimited Edition |
Cuando activa la ConfiguraciĆ³n inicial de FinanciaciĆ³n digital, la configuraciĆ³n automatizada activa las funciones FinanciaciĆ³n digital, Marco de descubrimiento y Conocer a su cliente, junto con objetos relacionados requeridos para el origen del prĆ©stamo.
Los administradores duplican y configuran el conjunto de permisos FinanciaciĆ³n digital antes de asignarlo a los usuarios. La configuraciĆ³n automatizada no crea ni asigna conjuntos de permisos.
FinanciaciĆ³n digital ConfiguraciĆ³n inicial no configura sitios de Experience Cloud, OmniScripts o definiciones de integraciĆ³n. Configure estas funciones por separado despuĆ©s de completar la configuraciĆ³n inicial.
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