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将分支选择器组件添加到应用程序
将分行选择器实用程序栏组件放入 Salesforce 应用程序,以便银行家在工作时选择当前分行。让用户可以灵活地搜索和添加新的分支或删除不再相关的分支。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
将分行选择器实用程序栏组件放入 Salesforce 应用程序,以便银行家在工作时选择当前分行。让用户可以灵活地搜索和添加新的分支或删除不再相关的分支。
| 适用于:Lightning Experience |
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要使用分行管理: | Financial Services Cloud 扩展或 FSC 销售 |

用户可以搜索所有活动分支。当用户将自己添加到他们没有有效分行单位业务成员记录的分行时,会自动为他们创建一个并设置为有效。

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