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将页面布局分配到新财务服务记录类型(受管软件包)
财务客户对象包含新的财务服务记录类型,以支持商业银行需求。此记录类型具有自定义页面布局,提供记录类型信息的最佳显示。默认情况下,此自定义页面布局对关系管理器可用,并可根据需要添加到其他简档。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
财务客户对象包含新的财务服务记录类型,以支持商业银行需求。此记录类型具有自定义页面布局,提供记录类型信息的最佳显示。默认情况下,此自定义页面布局对关系管理器可用,并可根据需要添加到其他简档。
| 适用于:Lightning Experience |
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
这是 Financial Services Cloud 受管软件包功能。
按照这些步骤将自定义页面分配到其他简档。

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