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创建分行单位相关记录
使用分行单位相关记录,跟踪有关在分行创建的记录的数据。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
使用分行单位相关记录,跟踪有关在分行创建的记录的数据。
| 适用于:Lightning Experience |
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
您可以创建自定义字段和触发器来跟踪与您的分支最相关的记录数据。使用记录关联生成器创建关联条件,以创建分行单位相关记录,从而跟踪有关在分行创建的记录的数据。将分行单位相关记录相关列表添加到分行单位页面布局,以查看记录。
例如,要在创建新潜在客户时跟踪和报告谁是分行的经理,请在分行单位相关记录上创建自定义字段,以及根据分行单位的分行经理名称更新该字段的触发器。

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