Rollen voor persoonsaccounts en individuen aanpassen (beheerd pakket)
Pas de rollen aan die persoonsaccounts en individuen spelen als leden van een groep.
Vereiste editions
Beschikbaar in: Lightning Experience
Beschikbaar in: Enterprise en Unlimited Edition waarin Financial Services Cloud is ingeschakeld
Dit is een voorziening van het beheerde pakket Financial Services Cloud.
Open vanuit Set-up in Objectbeheer Accountcontactpersoonsrelaties en vervolgens Velden en relaties.
Selecteer Rollen.
Voeg naar behoefte rollen toe of verwijder deze.
Sla uw wijzigingen op.
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