Creazione di un profilo consulente finanziario (Pacchetto gestito)
Creare un profilo Financial Advisor per definire le autorizzazioni e le impostazioni di protezione a livello di campo per tutti i responsabili patrimoniali.
Versioni (Edition) richieste
Disponibile nelle versioni: Lightning Experience
Disponibile nelle versioni: Professional Edition, Enterprise Edition e Unlimited Edition
Si tratta di una funzione del pacchetto gestito Financial Services Cloud.
Da Imposta, nella casella Ricerca veloce, immettere Profili e quindi selezionare Profili.
Immettere un nome di profilo, ad esempio Consulente finanziario.
Salvare le modifiche.
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