즐겨찾기Sundi Chaithanya Reddy (Saveetha Institute Of Medical and Technical Sciences) (최초 질문자: Sundi Chaithanya Reddy)2022년 12월 6일 오후 5:24@* Salesforce Administrators *Sundi Chaithanya Reddycould any one help me to solve this Scenario.Customers are now required to inform bank and record their nominee/beneficiary details. These details are required to be captured under each household. For example – Rohan Aggarwal is a customer with us, and his wife Richa Aggarwal is his beneficiary. So now the system must display both Rohan and Richa as Customers with Aggarwal Household with Rohan as Primary and Richa as Beneficiary. Here I have enabled the account contact relationship for making one account as primary . I dont understand how to do this beneficiary . 더 보기댓글 추가댓글을 작성하세요...굵은 글꼴기울인 글꼴밑줄취소선불릿 기호 목록번호가 지정된 목록링크 추가코드 블록이미지 삽입파일 첨부링크 URL취소저장0/9000답글 쓰기
Sundi Chaithanya Reddycould any one help me to solve this Scenario.Customers are now required to inform bank and record their nominee/beneficiary details. These details are required to be captured under each household. For example – Rohan Aggarwal is a customer with us, and his wife Richa Aggarwal is his beneficiary. So now the system must display both Rohan and Richa as Customers with Aggarwal Household with Rohan as Primary and Richa as Beneficiary. Here I have enabled the account contact relationship for making one account as primary . I dont understand how to do this beneficiary . 더 보기
