适用于：Lightning Experience in Professional、Enterprise 和 Unlimited Editions has Financial Services Cloud.
所需用户权限
要从交互汇总参与者相关列表中共享交互汇总：
Financial Services Cloud 扩展或 FSC 销售
从交互汇总记录页面中，在交互汇总参与者相关列表中，单击新建。
从参与者列表中，搜索并选择您想要共享交互摘要的用户或小组。
选择参与者角色，输入评论，然后选择启用。
保存更改。
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