Skapa eller redigera fältuppsättningen WM_Client_Relationship_Group_Members Account för att anpassa den andra undersektionen i den utökade vyn av komponenten Relationsgrupplista - Financial Services Cloud. Komponenten visas på ett personkonto eller en individuell profils flik Relationer.
| Tillgängliga i: Lightning Experience |
| Tillgängliga i: Professional, Enterprise och Unlimited Edition |
Detta är en funktion i det hanterade paketet Financial Services Cloud.
Komponenten Relationsgrupplista - Financial Services Cloud visar en tabell med kontoinformation för gruppmedlemmar i en relationsgrupp. Det andra underavsnittet visar kontoinformation för relationsgruppmedlemmar.
Skapa eller redigera fältuppsättningen WM_Client_Relationship_Group_Members i objektet Konto för att anpassa kolumnerna som visas för varje relationsgrupp.
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