收藏Sundi Chaithanya Reddy (Saveetha Institute Of Medical and Technical Sciences) (原提问者 Sundi Chaithanya Reddy)2022年12月6日 17:24@* 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 . 显示更多添加评论撰写评论...粗体斜体下划线删除线项目符号列表编号列表添加链接代码块插入图像附加文件链接 URL取消保存0/9000回复
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 . 显示更多