Legge til hurtighandlinger i Client Segmentation-appen (administrert Pacakge)
Med hurtighandlinger kan brukere dra nytte av Salesforce-handlinger fra klientdetaljer i Client Segmentation-appen.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Dette er en funksjon i den administrerte pakken Financial Services Cloud.
Åpne Objektbehandling i Oppsett og klikk på Konto.
Åpne sideoppsett og klikk på Konto (Enkeltperson) oppsett.
Kontroller at du oppdaterer det administrerte Konto-kontakt-oppsettet.
Merk Det administrerte Konto-kontakt-oppsettet viser en melding om at oppsettet er administrert.
Velg hurtighandlinger på paletten, og dra deretter hver hurtighandling til delen Hurtighandlinger i Salesforce Classic-publiseringen og delen Salesforce Mobile- og Lightning Experience-handlinger.
Lagre endringene.
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