Hvis du vil opsætte Forretningsklientengagement, skal du aktivere de forudsætningsindstillinger, der hjælper dig med at få adgang til de objekter, der er relateret til klientengagement, f.eks. Kontokontorelation, Kontokontaktrelation, Partsprofil og Partforretningsområde.
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Tilgængelig i: Lightning Experience i Enterprise og Unlimited Edition, der har Financial Services Cloud aktiveret
Hvis du vil aktivere det eksisterende konto-konto-relationsobjekt uden de relaterede felter for klientengagement, skal du aktivere indstillingen Gruppemedlemskab i din Salesforce-organisation. Se Opsæt gruppemedlemskab.
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