For å konfigurere Forretningskundengasjement aktiverer du forhåndskravinnstillingene som hjelper deg å få tilgang til objektene som er relatert til kundeengasjement, som Konto-konto-relasjon, Kontokontaktrelasjon, Partsprofil og Partsforretningsregion.
Nødvendige utgaver
Tilgjengelig i Lightning Experience i Enterprise og Unlimited Edition som har Financial Services Cloud aktivert
Hvis du vil aktivere det eksisterende Konto-konto-relasjon-objektet uten de relaterte feltene for klientengasjement, slår du på innstillingen Gruppemedlemskap i Salesforce-organisasjonen. Se Konfigurere gruppemedlemskap.
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