Loading
Indhold
Filtre (0)Tilføj
Vælg filtre

          Ingen resultater
          Ingen resultater
          Her er nogle søgetips

          Kontroller stavemåden for dine søgeord.
          Brug mere generelle søgeudtryk.
          Vælg færre filtre for at gøre søgningen bredere.

            Søg efter alle i Hjælp til Salesforce
            Søg efter alle i Hjælp til Salesforce
            Page Layouts and Global Actions in Financial Services

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Page Layouts and Global Actions in Financial Services

            Give users access to actions and related lists from accounts and contacts in Financial Services.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Add Global Actions to Publisher Layouts for Financial Services
              A global action lets users record details about client tasks, events, and calls directly from the Salesforce header.
            2. Configure the Account Contact Relationship Page Layout for Financial Services
              Give advisors, personal bankers, and relationship managers access to the fields in the account contact relationship layout to create and maintain relationship groups.
             
            Indlæser
            Salesforce Help | Article