Configuration de l'engagement des clients professionnels
Pour configurer Engagement client professionnel, activez les paramètres prérequis qui facilitent l'accès aux objets associés à l'engagement client, tels que Relation compte-compte, Relation compte-contact, Profil de partie et Région commerciale de partie.
Éditions requises
Disponible avec : Lightning Experience dans les éditions Enterprise et Unlimited avec Financial Services Cloud activé
Pour activer l'objet existant Relations du compte à compte sans les champs associés à l'engagement du client, activez le paramètre Appartenance au groupe dans votre organisation Salesforce. Consultez Configuration de l'appartenance à un groupe.
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