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建立分行單位相關記錄
使用「分行單位相關記錄」追蹤在您分行建立之記錄的相關資料。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
使用「分行單位相關記錄」追蹤在您分行建立之記錄的相關資料。
| 提供版本:Lightning Experience |
| 提供版本:啟用 Financial Services Cloud 的 Professional、Enterprise 及 Unlimited Edition |
您可以建立自訂欄位和觸發,以追蹤與分行最相關的記錄資料。使用記錄關聯產生器建立關聯條件,以建立分行單位相關記錄,以追蹤在您分行建立之記錄的相關資料。將「分行單位相關記錄」相關清單新增至「分行單位」版面配置,以檢視記錄。
例如,若要在建立新商機時追蹤並報告誰是分行的經理,請在分行單位相關記錄上建立自訂欄位,並根據分行單位的分行經理名稱建立會更新該欄位的觸發。

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