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從互動參與者相關清單共用互動
您可以從「互動參與者」相關清單將使用者或群組作為參與者新增至記錄,以與其共用互動。透過此方法,您一次只能與一個使用者或群組共用記錄。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
您可以從「互動參與者」相關清單將使用者或群組作為參與者新增至記錄,以與其共用互動。透過此方法,您一次只能與一個使用者或群組共用記錄。
若要共用互動並存取「互動參與者」物件,請確保已針對「互動」物件啟用符合資料共用。
| 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 | |
|---|---|
| 若要使用「互動參與者」相關清單共用互動: | Financial Services Cloud 擴充或 FSC 銷售 |

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