Bedste fremgangsmåder for tilpasning af Financial Services Cloud-konsolapps
Du kan tilpasse konsolapps, så de passer til dine forretningskrav.
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Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Ubegrænset udgave
Fra siden Appstyring i Opsætning kan du tilpasse de grundlæggende appindstillinger. Det eneste, du ikke kan ændre, er appens udviklernavn. Vi anbefaler, at du:
Opdater navnet, beskrivelsen og branding for appen.
Tilføj andre elementer, f.eks. Hurtig tekst, makroer, produkter og kontrakter. Service Console-appen indeholder som standard sager, kontakter, konti, rapporter, dashboards, Chatter og Hjem.
Tilføj andre hjælpeprogrammer, f.eks. en Open CTI softphone, Omni-Channel, Makroer og Kundeindsigter.
Tildel appen til de relevante brugerprofiler, f.eks. dine serviceagent.
Bemærk Retail Banking, Commercial Banking og Wealth Management-konsolapps tildeles automatisk til alle standardbrugerprofiler og tilpassede brugerprofiler. Du kan ændre disse tildelinger for at sikre, at kun de rigtige personer har adgang til appen.
Hvis du vil tilpasse Lightning på din konsol, skal du bruge Lightning til at oprette registreringssiderne.
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