ConfiguraciĆ³n de ParticipaciĆ³n de cliente comercial
Para configurar ImplicaciĆ³n de cliente comercial, active los parĆ”metros de requisitos previos que le ayudan a acceder a los objetos relacionados con la implicaciĆ³n de cliente, como RelaciĆ³n de cuenta-cuenta, RelaciĆ³n de contacto de cuenta, Perfil de parte y RegiĆ³n comercial de parte.
Ediciones necesarias
Disponible en: Lightning Experience en Enterprise Edition y Unlimited Edition que tienen Financial Services Cloud activado
Para activar el objeto RelaciĆ³n cuenta-cuenta existente sin los campos relacionados de implicaciĆ³n de cliente, active el parĆ”metro SuscripciĆ³n de grupo en su organizaciĆ³n de Salesforce. Consulte Configurar suscripciĆ³n de grupo.
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