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现在您已经安装了客户参与受管软件包,请通过创建自定义简档、添加用户和分配权限集来为用户准备您的组织。然后,为医疗保健组织和专业人员创建客户和个人客户页面布局和记录类型,将选项卡添加到生命科学商业应用程序,并通过为生命科学元数据类别和生命科学元数据记录创建对象共享规则来支持对客户参与功能的访问权限。
| 适用于:Lightning Experience |
| 适用于:具有Life Sciences Cloud、Life Sciences Cloud for Customer Engagement加载项许可证和Life Sciences Customer Engagement受管软件包的Enterprise 和 Unlimited Edition。 |

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