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创建标准调查并将其添加到入口网站,以从入口网站用户收集数据。
| 适用于:启用了 Financial Services Cloud 许可证的 Professional、Enterprise 和 Unlimited Edition 中的 Lightning Experience |
| 所需用户权限 | |
|---|---|
| 自定义金融服务客户入口网站: | 成为入口网站成员并创建和设置体验 或者 成为入口网站成员,查看设置和配置,以及该入口网站中的 Experience Cloud 管理员、发布者或生成器 |

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