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为管理长期指令 Wealth Banking 服务流程添加数据属性
创建数据属性来存储客户提供的信息。管理常规说明服务流程具有预定义的数据属性。根据业务需求创建更多数据属性。

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选择更少的筛选器,并扩大搜索范围。
创建数据属性来存储客户提供的信息。管理常规说明服务流程具有预定义的数据属性。根据业务需求创建更多数据属性。
| 适用于:Lightning Experience |
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要添加属性: | 自定义应用程序 |

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