Configuração do Engajamento do cliente de negócios
Para configurar o Engajamento do cliente de negócios, ative as configurações de pré-requisitos que ajudam você a acessar os objetos relacionados ao engajamento do cliente, como Relacionamento de conta, Relacionamento de contato da conta, Perfil da parte e Região de negócios da parte.
Edições obrigatórias
Disponível em: Lightning Experience nas edições Enterprise e Unlimited com o Financial Services Cloud habilitado
Para habilitar o objeto Relacionamento de conta existente sem os campos relacionados ao engajamento do cliente, ative a configuração Associação de grupo em sua organização do Salesforce. Consulte Configurar associação de grupo.
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