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.
En Configuración, en el cuadro Búsqueda rápida, ingrese Perfiles, luego seleccione Perfiles.
Haga clic en Nuevo.
Desde la lista Perfil existente, seleccione Usuario estándar.
Ingrese un nombre de perfil, como Asesor financiero.
Guarde sus cambios.
¿Resolvió este artículo su problema?
¡Háganos saber cómo podemos mejorar!
Cargando
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
