Aktiver innstillingen Forretningsrelasjonsplan for å hjelpe relasjonsteamet med å behandle og utvikle forretningsrelasjoner på ett sted. Når du aktiverer denne innstillingen, får du tilgang til objektet Kontoplanmålkategori og noen ekstra felt i objektene Kontoplan og Kontoplanmål som er spesifikke for Financial Services Cloud.
Nødvendige utgaver
Tilgjengelig i Lightning Experience i Enterprise og Unlimited Edition med Financial Services Cloud
Skriv inn Forretningskundengasjement i Hurtigsøk-feltet i Oppsett, og velg deretter Innstillinger for forretningskundengasjement under Financial Services Cloud.
Slå på Innstillinger for forretningsrelasjonsplan.
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