Føj det hurtige kontosammendrag til kortet Next Best Customer (Næste bedste kunde), så brugere med et enkelt blik kan evaluere kontoanbefalinger, hvilket eliminerer behovet for at navigere til grundlæggende sider.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise og Unlimited Edition med Life Sciences Cloud, Life Sciences Cloud for Customer Engagement-tilføjelsesprogramlicens og den administrerede pakke Life Sciences Customer Engagement.
Før du føjer et hurtigt sammendrag til kortet Next Best Customer, skal du oprette et tilpasset felt for et konto-relateret objekt.
Find og vælg Acceptabelt relationscenter i feltet Find hurtigt i Opsætning.
Rediger skabelonen NBC-kort, og klik på Skift til kort.
Tilføj et nyt element, eller vælg et eksisterende element for at tilføje det tilpassede felt.
Klik på Tilføj felt.
For Kildeobjekt skal du vælge det objekt, som du har oprettet et tilpasset felt for.
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