Crear un perfil de asesor financiero (Pacakge gestionado)
Cree un perfil de Asesor financiero para definir los permisos y la configuración de seguridad a nivel de campo para todos los gestores de patrimonio.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Professional Edition, Enterprise Edition y Unlimited Edition
Esta es una función de paquete gestionado de Financial Services Cloud.
Desde Configuración, en el cuadro Búsqueda rápida, introduzca Perfiles y, a continuación, seleccione Perfiles.
Haga clic en Nuevo.
Desde la lista Perfil existente, seleccione Usuario estándar.
Introduzca un nombre de perfil, como Asesor financiero.
Guarde sus cambios.
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