Personalizzazione dei ruoli per account personali e persone (pacchetto gestito)
Personalizzare i ruoli svolti dagli account personali e dalle persone come membri di un gruppo.
Versioni (Edition) richieste
Disponibile nelle versioni: Lightning Experience
Disponibile nelle versioni: Enterprise Edition e Unlimited Edition in cui è abilitato Financial Services Cloud
Si tratta di una funzione del pacchetto gestito Financial Services Cloud.
Da Imposta nel Gestore oggetti, aprire Relazioni referente account e quindi Campi e relazioni.
Selezionare Ruoli.
Aggiungere o eliminare i ruoli in base alle esigenze.
Salvare le modifiche.
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