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將版面配置指派給新的財庫服務記錄類型 (受管理封裝)
「財務帳戶」物件包含新的「國庫服務」記錄類型,以支援商業銀行業務需求。此記錄類型有自訂的版面配置,可提供最佳化顯示記錄類型資訊。此自訂版面配置預設可供「關係管理員」使用,並可視需要新增至其他設定檔。

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「財務帳戶」物件包含新的「國庫服務」記錄類型,以支援商業銀行業務需求。此記錄類型有自訂的版面配置,可提供最佳化顯示記錄類型資訊。此自訂版面配置預設可供「關係管理員」使用,並可視需要新增至其他設定檔。
| 提供版本:Lightning Experience |
| 提供版本:啟用 Financial Services Cloud 的 Professional、Enterprise 及 Unlimited Edition |
這是 Financial Services Cloud 受管理封裝功能。
請遵循下列步驟將自訂頁面指派給其他設定檔。

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