Angiv tilpassede registreringstyper for synkronisering (administreret pakke)
Angiv tilpassede registreringstyper for at synkronisere næste og sidste interaktioner på konto.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
Dette er en funktion i en administreret Financial Services Cloud-pakke.
Skriv Tilpassede metadatatyper i feltet Find hurtigt i Opsætning, og vælg derefter Tilpassede metadatatyper.
Klik på Administrer registreringer ud for InteractionFieldUpdate.
Bemærk Som standard er AdvisorEventRecordType- og AdvisorTaskRecordType-konfigurationer tilgængelige. Disse registreringer inkluderer AdvisorEvent- og AdvisorTask-registreringstyper til beregning i næste og sidste interaktionsdatoer.
Klik på Ny.
Angiv en betegnelse.
Angiv objektnavnet, f.eks. Begivenhed.
Angiv registreringstypenavnet, f.eks. ClientAssociateEvent.
Gem dine ændringer.
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