Legge til handlinger i sideoppsett for tilpassede objekter
Aktiver klone-, slette- og redigeringshandlinger for tilpassede Financial Services Cloud-objekter slik at brukere får tilgang til dem på postdetaljsider i Lightning Experience.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Gå til Sideoppsett fra innstillingene for behandling for hvert tilpasset objekt som du vil behandle handlinger for, for eksempel Finanskontoer.
Velg Rediger ved siden av hvert sideoppsett du vil legge til handlinger i.
Velg kategorien Mobile- og Lightning-handlinger på paletten, og dra deretter disse handlingene til delen Salesforce Mobile- og Lightning Experience-handlinger.
Klone
Slett
Rediger
Lagre endringene.
Gjenta om nødvendig disse trinnene for sideoppsettet for hvert tilpasset objekt.
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