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設定保險共存的版面配置和記錄頁面
自訂「報價」、「保單」和「索賠」的版面配置和記錄頁面,讓使用者只能看見數位保險所需的欄位、動作和元件。將版面配置和記錄頁面指派給「數位保險」記錄類型。
您位於此處:
自訂「報價」、「保單」和「索賠」的版面配置和記錄頁面,讓使用者只能看見數位保險所需的欄位、動作和元件。將版面配置和記錄頁面指派給「數位保險」記錄類型。
| 提供版本:含數位保險和 Insurance CRM 或 Insurance Industries and Insurance Industries Extension 受管理封裝的 Performance、Enterprise、Unlimited 及 Developer Edition。 |
自訂報價、保單和索賠的版面配置,以在記錄詳細資料頁面上新增、移除或重新排序動作、按鈕、欄位和區段。請參閱 使用增強型版面配置編輯器自訂版面配置。接著,將版面配置指派給相關記錄類型。請參閱將 版面配置指派給設定檔或記錄類型。
自訂報價、保單和索賠的記錄頁面,以新增「數位保險」工作流程的元件,並移除「保險」受管理封裝或「保險 CRM」特有的元件。請參閱建立及設定 Lightning Experience 記錄頁面。接著,將版面配置指派給相關記錄類型,並啟用頁面。請參閱啟用 Lightning Experience 記錄頁面。

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