Tilpas roller for personkonti og enkeltpersoner (administreret pakke)
Tilpas de roller, som personkonti og enkeltpersoner spiller som medlemmer af en gruppe.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Dette er en funktion i den administrerede Financial Services Cloud-pakke.
Fra Opsætning i Objektmanager skal du åbne Konto-kontakt-relationer og derefter Felter og relationer.
Vælg Roller.
Tilføj eller slet roller efter behov.
Gem dine ændringer.
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Indlæser
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