Installer den ikke-administrerede udvidelsespakke for Commercial Banking (administreret pakke)
Strømlin arbejdsdagen for relationsmanagers og låneassistenters ved at give dem rapporten Mine lån og hypoteser og dashboardet Relationsstyring.
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Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Dette er en funktion i en administreret Financial Services Cloud-pakke.
I afsnittet Produktspecifikke vilkår i din bestillingsformular skal du kopiere URL'en for den ikke-administrerede pakke Financial Services Commercial Banking Ext.
Indsæt URL'en på din browsers navigationslinje, og tryk på Enter.
Hvis du modtog en adgangskode fra Salesforce, skal du angive den.
Vælg Installer for specifikke profiler.
Rul til afsnittet Vælg specifikke profiler, og tilknyt profilen Relationship Manager (Relationsmanager) og Lending Assistant (Låneassistent) til pakkeprofilerne, og indstil adgangsniveauet til Fuld adgang.
Klik på Installer.
Hvis installationen tager lidt tid, kan du klikke på Udført og installationen afsluttes i baggrunden. Kontroller din mail for bekræftelse på, at installationen lykkedes.
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