Per impostare Business Client Engagement, attivare le impostazioni prerequisito che consentono di accedere agli oggetti correlati al coinvolgimento del cliente, ad esempio Relazione account-account, Relazione referente-account, Profilo parte e Regione attività parte.
Versioni (Edition) richieste
Disponibile nelle versioni: Lightning Experience nelle versioni Enterprise Edition e Unlimited Edition con Financial Services Cloud abilitato
Per abilitare l'oggetto Relazione account-account esistente senza i campi correlati al coinvolgimento del cliente, attivare l'impostazione Appartenenza al gruppo nell'organizzazione Salesforce. Vedere Impostazione dell'appartenenza ai gruppi.
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