Opprette rÄdgiver-, bankrÄdgiver- og relasjonslederprofiler
Hvis du vil gi rÄdgivere, personlige bankansvarlige og relasjonsledere tilgang til Financial Services-funksjoner, kloner og tilpasser du Standardbruker-profilen som leveres av Salesforce.
NĂždvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Skriv inn Profiler i HurtigsĂžk-feltet under Oppsett, og velg deretter Profiler.
Klon Standardbruker-profilen.
Gi den et navn, for eksempel rÄdgiver.
Lagre endringene.
Gjenta for Ă„ opprette profilene Personal Banker og Relationship Manager.
Hjalp denne artikkelen med Ă„ lĂžse problemet ditt?
La oss fÄ vite det slik at vi kan forbedre!
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