Salesforce Classic 環境において、個人取引先機能を有効化する手順について説明します。
Salesforce Classic 環境で個人取引先を有効化するには、以下の操作を行う必要があります。
詳細な手順は以下の通りです。
1. [設定] をクリックします。
2.[クイック検索] ボックスに「取引先設定」と入力し、[取引先設定] を選択します。
3.[個人取引先] セクションの [設定を編集] をクリックします。
4.Lightning Experience の [設定] ページに遷移した後、画面に記載されている手順を実行します。
個人取引先の有効化
https://help.salesforce.com/s/articleView?id=sales.account_person_enable.htm&type=5
※Lightning Experience での手順が記載されており、Salesforce Classic では操作が異なります。
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