1. How do I link sales accounts to back-office records to show customer 360 information?
  2. Verify You Have Required Role and Privileges

Verify You Have Required Role and Privileges

Verify that either you have the Sales Administrator job role or you have added the following privileges to your user profile:

  • ZCH_VIEW_TRADING_COMMUNITY_LINK_PRIV
  • ZCH_ENTER_TRADING_COMMUNITY_LINK_INFORMATION_PRIV
  • ZCH_UPDATE_TRADING_COMMUNITY_LINK_PRIV
  • ZCH_DELETE_TRADING_COMMUNITY_LINK_PRIV
  • ZCH_RUN_LINK_MANAGEMENT_PROCESS_PRIVThis image depicts the roles and privileges required to work with back office front office records.