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檢視財務交易對象的相關詳細資料
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快速識別財務交易中涉及對象的帳戶或連絡人、對象角色等。查看帳戶中涉及的連絡人、他們與哪些使用者互動,以及互動詳細資料。
確定已將「財務交易對象 Lightning」元件新增至財務交易記錄頁面。
| 提供版本:已啟用 Financial Services Cloud 的 Lightning Experience Professional、Enterprise 及 Unlimited Edition。 |
| 需要的使用者權限 | |
|---|---|
| 若要檢視財務交易對象的相關詳細資料: | Financial Services Cloud 擴充或 FSC 銷售 |
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