Tilpasse roller for personkontoer og enkeltpersoner (administrert pakke)
Tilpass rollene som personkontoer og enkeltpersoner har som medlemmer av en gruppe.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Enterprise og Unlimited Edition der Financial Services Cloud er aktivert
Dette er en funksjon i den administrerte pakken Financial Services Cloud.
Fra Oppsett i Objektbehandling åpner du Kontaktrelasjoner og deretter Felt og relasjoner.
Velg Roller.
Legg til eller slett roller etter behov.
Lagre endringene.
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