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從互動摘要參與者相關清單共用互動摘要
您可以從「互動摘要參與者」相關清單將互動摘要記錄新增為參與者,以便與使用者或群組共用互動摘要記錄。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「互動摘要參與者」相關清單將互動摘要記錄新增為參與者,以便與使用者或群組共用互動摘要記錄。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「互動摘要」並存取「互動摘要參與者」物件,請確保已針對「互動摘要」物件啟用合規性資料共用。
| 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 | |
|---|---|
| 若要從「互動摘要參與者」相關清單共用互動摘要: | Financial Services Cloud 擴充或 FSC 銷售 |

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