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财务交易的路径设置
为财务交易对象启用路径,以提高交易团队的成功。您可以定义对财务交易执行重要的步骤,并包含路径每一步的自定义指导。

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为财务交易对象启用路径,以提高交易团队的成功。您可以定义对财务交易执行重要的步骤,并包含路径每一步的自定义指导。
| 适用于:Lightning Experience |
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要为财务交易启用路径设置: | Financial Services Cloud 扩展或 FSC 销售 与 修改所有数据或自定义应用程序 |
您可以为财务交易的对象、选项列表和记录类型的每个可用组合创建一个路径。支持的选项列表值是:机密类型、冲突状态、阶段和状态。

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