Personalizar funciones para cuentas personales y particulares (paquete gestionado)
Personalice las funciones que las cuentas personales y los individuos desempeñan como miembros de un grupo.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Enterprise y Unlimited donde Financial Services Cloud está activado
Esta es una función de paquete gestionado de Financial Services Cloud.
Desde Configuración en el Gestor de objetos, abra Relaciones de contacto de cuenta y luego Campos y relaciones.
Seleccione Funciones.
Agregue o elimine funciones según sea necesario.
Guarde sus cambios.
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