适用于：Lightning Experience in Professional、Enterprise 和 Unlimited Editions has Financial Services Cloud.
所需用户权限
要创建交互：
Financial Services Cloud 扩展或 FSC 销售
从应用程序启动程序中，选择交互。
将列表视图更改为所有交互。
单击新建。
输入交互的名称。例如，输入会见客户。
选择与您互动的客户或合作伙伴的客户。
选择交互开始和日期时间、交互类型和交互位置。
保存更改。
本文章是否解决您的问题？
请与我们共享您的想法，以便我们进行改进！
正在加载
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
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
Always Active
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
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
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.
