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设置关系组(受管软件包)
设置关系组,以允许顾问将个人添加到多个组,将企业添加到组,并可视化关系。
这是 Financial Services Cloud 受管软件包功能。
- 启用多个关系组(受管软件包)
允许顾问将人员添加到多个关系组。 - 可视化小组和关系的组件(受管软件包)
Financial Services Cloud 提供了几个组件来可视化 Lightning 页面中的小组和关系。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
设置关系组,以允许顾问将个人添加到多个组,将企业添加到组,并可视化关系。
这是 Financial Services Cloud 受管软件包功能。

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