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查看有关财务交易当事人的详细信息
快速识别财务交易中涉及各方的客户或联系人、各方的角色等。查看涉及客户的哪些联系人、与哪些用户交互以及交互详细信息。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
快速识别财务交易中涉及各方的客户或联系人、各方的角色等。查看涉及客户的哪些联系人、与哪些用户交互以及交互详细信息。
确保将财务交易当事人 Lightning 组件添加到财务交易记录页面。
| 适用于:Lightning Experience in Professional、Enterprise 和 Unlimited Editions has Financial Services Cloud. |
| 所需用户权限 | |
|---|---|
| 查看有关财务交易当事人的详细信息: | Financial Services Cloud 扩展或 FSC 销售 |
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