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設定關係群組 (受管理封裝)
設定關係群組,讓顧問將個人新增至多個群組、將公司新增至群組,以及視覺化關係。
這是 Financial Services Cloud 受管理封裝功能。
- 啟用多個關係群組 (受管理封裝)
讓顧問將人員新增至一個以上的關係群組。 - 視覺化群組和關係的元件 (受管理封裝)
Financial Services Cloud 提供數個元件以視覺化 Lightning 頁面中的群組和關係。

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。
設定關係群組,讓顧問將個人新增至多個群組、將公司新增至群組,以及視覺化關係。
這是 Financial Services Cloud 受管理封裝功能。

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