Aktiver duplikering, sletning og redigeringshandlinger for tilpassede Financial Services Cloud-objekter, så brugerne kan få adgang til dem på registreringsdetaljesider i Lightning Experience.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
Gå til Sidelayouts fra administrationsindstillingerne for hvert tilpasset objekt, hvis handlinger du vil administrere, f.eks. Økonomiske konti.
Vælg Rediger ud for hvert sidelayout, du vil føje handlinger til.
Vælg kategorien Mobil- og Lightning-handlinger på paletten, og træk derefter disse handlinger til afsnittet Salesforce Mobile- og Lightning Experience-handlinger.
Dupliker
Slet
Rediger
Gem dine ændringer.
Gentag disse trin for hvert tilpasset objekts sidelayout efter behov.
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