För att konfigurera Engagemang för affärsklienter, slå på de förkravsinställningar som hjälper dig komma åt objekten relaterade till klientengagemang, som Kontokontorelation, Kontokontaktrelation, Partprofil och Partverksamhetsregion.
Versioner som krävs
Tillgängliga i: Lightning Experience i Enterprise och Unlimited Editions som har Financial Services Cloud aktiverat
För att aktivera det befintliga objektet Kontokontorelation utan de relaterade fälten för klientengagemang, slå på inställningen Gruppmedlemskap i din Salesforce-organisation. Se Konfigurera gruppmedlemskap.
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