Financial Services Cloud tarjoaa sinulle kaksi tapaa luoda asiakkaita tai prospekteja.
Vaaditut versiot
Käytettävissä: Lightning Experiencessa
Käytettävissä: Professional Edition-, Enterprise Edition- ja Unlimited Edition -versioissa
Salesforce-pääkäyttäjäsi voi määrittää liiketoimintatarpeisiisi sopivia tietuetyyppejä. Käytä uusia tietuetyyppejä samalla tavalla kuin käyttäisit tavallisia asiakas- tai prospektitietueita.
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