Når fasen af ansøgningsformularproduktet er Signatur fuldført, skal du som en finansieringsanalytiker oprette applikationshandlingselementer, så forhandlere kan uploade dokumenter på Funding Workbench-konsollen.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise, Unlimited og Developer Edition
Brugertilladelser påkrævet
Hvis du vil oprette applikationshandlingselementer
Tilladelsessættet Køretøj og aktivudlån
Fra appstarteren skal du søge efter og vælge Funding Workbench.
Fra navigationsmenuen skal du vælge Anvendelsesformularprodukter og åbne en registrering.
Gå til fanen Tildelte handlinger.
Klik på Ny.
Angiv et navn.
For type skal du vælge Upload.
Tildel den til den relevante bruger, og tilføj andre detaljer efter behov.
Gem dine ændringer.
Løste denne artikel dit problem?
Giv os besked, så vi kan forbedre os!
Indlæser
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
