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Bring Financial Account Details into CX Sales

in Sales 1 comment

Summary:

We're trying to display a list of financial accounts within the CX Sales Accounts on the customer 360 panel. Specifically, we need to include a few credit-related fields from the "Profile History"(managed in Receivables).
We reviewed the available REST APIs but were unable to locate one that provides this information.

Could you please assist us in identifying the appropriate REST API to retrieve profile history details based on the account number?

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