Angi tilpassede posttyper for synkronisering (administrert pakke)
Angi tilpassede posttyper for å synkronisere neste og siste interaksjoner i Konto.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Dette er en funksjon i den administrerte pakken Financial Services Cloud.
Skriv inn Tilpassede metadatatyper i Hurtigsøk-feltet i Oppsett, og velg deretter Tilpassede metadatatyper.
Klikk på Behandle poster ved siden av InteractionFieldUpdate.
Merk Som standard er AdvisorEventRecordType- og AdvisorTaskRecordType-konfigurasjoner tilgjengelig. Disse postene inkluderer posttypene AdvisorEvent og AdvisorTask for beregning på neste og siste interaksjonsdato.
Klikk på Ny.
Skriv en etikett.
Angi Objektnavn, for eksempel Hendelse.
Angi Posttypenavn, for eksempel ClientAssociateEvent.
Lagre endringene.
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