Aktiver Sti for objektet Financial Deal (Finansiel aftale) for at forbedre aftaleteamets succes. Du kan definere trin, der er vigtige for en kørsel af en finansiel aftale og inkludere tilpasset vejledning for hvert trin af en sti.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Brugertilladelser påkrævet
Hvis du vil aktivere stiprindstillinger for finansielle handler:
Financial Services Cloud-udvidelse ELLER FSC-salg
OG
Rediger alle data ELLER Tilpas applikation
Du kan oprette en sti for hver tilgængelig kombination af objekt, plukliste og registreringstype for en finansiel handel. De understøttede pluklisteværdier er: Fortrolighedstype, Konfliktstatus, Fase og Status.
Løste denne artikel dit problem?
Giv os besked, så vi kan forbedre os!
Indlæser
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.
