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从客户选项卡创建家庭
使用家庭跟踪客户组、业务,以及直系亲属和共享财务的信托。家庭是关系组的类型。Salesforce 管理员可以创建其他关系小组类型,以满足业务要求。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
使用家庭跟踪客户组、业务,以及直系亲属和共享财务的信托。家庭是关系组的类型。Salesforce 管理员可以创建其他关系小组类型,以满足业务要求。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
您可从家庭简档中的“关系”选项卡添加成员;或者如果您的实例使用个人模型,使用创建个人生成器进行添加。

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