Configurar una funciĆ³n de participante para un plan de cuenta
Ayude los gestores de cuentas a implementar un plan de cuenta agregando usuarios participantes.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Enterprise y Unlimited con licencia Life Sciences Cloud, Life Sciences Cloud para Customer Engagement Add-on y el paquete gestionado Life Sciences Customer Engagement.
Permisos de usuario necesarios
Para crear una funciĆ³n de participante:
Conjunto de permisos Administrador comercial de Ciencias de la vida
Desde ConfiguraciĆ³n, en el cuadro BĆŗsqueda rĆ”pida, introduzca y seleccione Funciones de participantes.
Haga clic en Nuevo.
Introduzca un nombre para la funciĆ³n de participante.
El nombre de API se cumplimenta automƔticamente.
Para el objeto principal, seleccione Plan de cuenta.
Seleccione Lectura/Escritura como el nivel de acceso predeterminado y luego seleccione Activo.
Guarde sus cambios.
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