您位於此處:
允許使用者建立私人連絡人
私人連絡人是與帳戶無關聯的連絡人。若要允許您的使用者建立私人連絡人,請調整您的連絡人版面配置,將「帳戶名稱」欄位設為非必填。
您位於此處:
私人連絡人是與帳戶無關聯的連絡人。若要允許您的使用者建立私人連絡人,請調整您的連絡人版面配置,將「帳戶名稱」欄位設為非必填。
| 提供版本:Salesforce Classic 與 Lightning Experience |
| 提供版本:所有版本 |
| 需要的使用者權限 | |
|---|---|
| 自訂版面配置: | 自訂應用程式 |
| 檢視版面配置: | 檢視設定和組態 |
無論您組織的共用模式為何,未與帳戶相關聯的連絡人一律為專用。允許專用連絡人之前,請將缺點列入考慮:它們容易被忘記,因為除了其擁有者和您的 Salesforce 管理員之外,所有使用者都看不到。

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