Criar um perfil de consultor financeiro (Gerenciado Pacakge)
Crie um perfil de Consultor financeiro para definir as permissões e as configurações de segurança em nível de campo para todos os gerentes patrimoniais.
Edições obrigatórias
Disponível em: Lightning Experience
Disponível em: Professional, Enterprise e Unlimited Editions
Esse é um recurso de pacote gerenciado do Financial Services Cloud.
Em Configuração, insira Perfis na caixa Busca rápida e selecione Perfis.
Clique em Novo.
Na lista Perfil existente, selecione Usuário padrão.
Insira um nome de perfil, como Financial Advisor.
Salve suas alterações.
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