您位於此處:
在 Financial Services Cloud 中啟用記錄關聯產生器
若要定義並啟用條件,以自動將新記錄和已變更記錄與使用者目前指派的分支相關聯,請啟用「記錄關聯產生器」設定。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
若要定義並啟用條件,以自動將新記錄和已變更記錄與使用者目前指派的分支相關聯,請啟用「記錄關聯產生器」設定。
| 提供版本:Lightning Experience |
| 提供版本:Professional、Enterprise 及 Unlimited Edition |
若要啟用「記錄關聯產生器」:


We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.