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启用业务关系计划
要帮助您的关系团队在一个地方管理和发展业务关系,请启用业务关系计划设置。启用此设置后,您可以访问客户计划目标类别对象,以及特定于 Financial Services Cloud 的客户计划和客户计划目标对象中的一些其他字段。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
要帮助您的关系团队在一个地方管理和发展业务关系,请启用业务关系计划设置。启用此设置后,您可以访问客户计划目标类别对象,以及特定于 Financial Services Cloud 的客户计划和客户计划目标对象中的一些其他字段。
| 适用于:带 Financial Services Cloud 的 Enterprise 和 Unlimited Edition 中的 Lightning Experience |
| 所需用户权限 | |
|---|---|
| 启用业务关系计划: | Financial Services Cloud 扩展或 FSC 销售 与 自定义应用程序 |
如果您无法全屏观看视图,请在新选项卡上打开视频:
Financial Services Cloud 的业务关系计划。

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