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启用业务客户参与
要为 Salesforce 组织中的企业启用入职培训和了解客户数据模型,请启用业务客户参与设置。在您启用此设置时,您可以访问申请人-申请人关系对象,以及客户客户关系和客户联系人关系对象中的一些其他字段,这些字段对加入业务申请人至关重要。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
要为 Salesforce 组织中的企业启用入职培训和了解客户数据模型,请启用业务客户参与设置。在您启用此设置时,您可以访问申请人-申请人关系对象,以及客户客户关系和客户联系人关系对象中的一些其他字段,这些字段对加入业务申请人至关重要。
| 适用于:启用了 Financial Services Cloud 的 Enterprise 和 Unlimited Edition 中的 Lightning Experience |
| 所需用户权限 | |
|---|---|
| 启用业务客户参与: | Financial Services Cloud 扩展或 FSC 销售 与 自定义应用程序 与 业务客户参与度 |
如果您无法全屏观看视图,请在新选项卡上打开视频:适用于 Financial Services Cloud 的
Business Client Engagement。

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