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啟用 Insurance Industries 擴充功能
Insurance Industries Extension 封裝是附加元件應用程式,需要來自 Salesforce 的 Financial Services Cloud (FSC) 授權。您必須先啟用才能使用。
- 進入「設定」,使用「快速尋找」尋找「財務服務」,然後選取「保險設定」。
- 啟用「存取涵蓋範圍類型主要清單」。
- 啟用「使用多對多關係」。
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