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財務交易的路徑設定
啟用「財務交易」物件的路徑可改善交易小組的成功。您可以定義對財務交易執行很重要的步驟,並包含路徑每個步驟的自訂指引。

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啟用「財務交易」物件的路徑可改善交易小組的成功。您可以定義對財務交易執行很重要的步驟,並包含路徑每個步驟的自訂指引。
| 提供版本:Lightning Experience |
| 提供版本:啟用 Financial Services Cloud 的 Professional、Enterprise 及 Unlimited Edition |
| 需要的使用者權限 | |
|---|---|
| 若要啟用財務交易的路徑設定: | Financial Services Cloud 擴充或 FSC 銷售 和 「修改所有資料」或「自訂應用程式」權限 |
您可以為財務交易的每個可用物件、選項清單和記錄類型組合建立一個路徑。支援的選項清單值為:「隱私權類型」、「衝突狀態」、「階段」與「狀態」。

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