Personnalisation des rôles des comptes personnels et des individus (package géré)
Personnalisez les rôles que jouent les comptes personnels et les individus en tant que membres d'un groupe.
Éditions requises
Disponible avec : Lightning Experience
Disponible avec : Éditions Enterprise et Unlimited dans lesquelles Financial Services Cloud est activé
Cette fonctionnalité est un package géré Financial Services Cloud.
Dans Configuration du Gestionnaire d'objet, ouvrez Relations des contacts du compte, puis Champs et relations.
Sélectionnez Rôles.
Ajoutez ou supprimez des rôles si nécessaire.
Enregistrez vos modifications.
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