Personalizar papéis para contas pessoais e indivíduos (pacote gerenciado)
Personalize os papéis que contas pessoais e indivíduos desempenham como membros de um grupo.
Edições obrigatórias
Disponível em: Lightning Experience
Disponível em: Edições Enterprise e Unlimited em que o Financial Services Cloud está habilitado
Esse é um recurso de pacote gerenciado do Financial Services Cloud.
Em Configuração no Gerenciador de objetos, abra Relacionamentos de contato de conta e depois Campos e relacionamentos.
Selecione Papéis.
Adicione ou exclua papéis conforme necessário.
Salve suas alterações.
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