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使用分支选择器选择分支
分支选择器允许您选择当前分支来关联您的客户交互。您可以查看分支详细信息,从分支选择器中搜索、添加和删除分支,而无需联系您的 Salesforce 管理员。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
分支选择器允许您选择当前分支来关联您的客户交互。您可以查看分支详细信息,从分支选择器中搜索、添加和删除分支,而无需联系您的 Salesforce 管理员。
| 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 | |
|---|---|
| 要使用分支选择器: | Financial Services Cloud 扩展或 FSC 销售 与 对分行单位业务成员拥有读取、创建和删除权限 与 对分行单位拥有读取权限 与 对 Banker 拥有读取和编辑权限 |


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