您在此处:
销售 | 获取相关备注
根据用户的查询,获取日期范围内的最新相关备注记录列表。此操作在 Agentforce 销售管理中使用。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
根据用户的查询,获取日期范围内的最新相关备注记录列表。此操作在 Agentforce 销售管理中使用。
| 适用于:Lightning Experience |
| 适用于:Enterprise、Performance、Unlimited 和 Developer Edition,带有适用于销售的 Agentforce 或适用于行业的 Agentforce 加载项,或包含在 Agentforce 1 Sales 或行业版本中。需要每个用户拥有适用于销售的 Agentforce 或适用于行业的 Agentforce 加载项,才可以访问操作。 |
| 所需用户权限 | |
|---|---|
| 要使用销售管理客服人员: | 使用 Agentforce 销售管理权限集 |
| 要使用 Agentforce 客户管理: | 使用 Agentforce 客户管理权限集 |
| 请参阅标准客服人员操作的通用用户访问权限。 | |
| API 名称 | GetRelatedNotes |
| 引用操作类型 | 流程 |
| 此操作是否执行一个或多个提示模板? | 否 |
| 所需设置 |

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.