Loading
Inhoudsopgave
Filters (0)Toevoegen
Filters selecteren

          Geen resultaten
          Geen resultaten
          Hier zijn enkele zoektips

          Controleer de spelling van uw trefwoorden.
          Gebruik meer algemene zoektermen.
          Verwijder filters om uw zoekopdracht uit te breiden.

            De Help van Salesforce volledig doorzoeken
            De Help van Salesforce volledig doorzoeken
            Configure the Account Contact Relationship Page Layout for Financial Services

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Configure the Account Contact Relationship Page Layout for Financial Services

            Give advisors, personal bankers, and relationship managers access to the fields in the account contact relationship layout to create and maintain relationship groups.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager, then Account Contact Relationship, and click Page Layouts.
            2. Click Page Layout Assignment.
            3. For the Advisor, Personal Banker, and Relationship Manager profiles, select Account Contact Relationship Layout.
            4. Save your changes.
             
            Wordt geladen
            Salesforce Help | Article