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Agentforce 网格模板
网格模板是可重复使用的起点,用于封装完全配置的网格,包括列、提示、查询和逻辑。通过使用模板,贵组织中的任何人员无需从头开始构建。
网格模板是可重复使用的起点,用于封装完全配置的网格,包括列、提示、查询和逻辑。通过使用模板,贵组织中的任何人员无需从头开始构建。
| 适用于:Lightning Experience |
| 适用于:Enterprise、Performance、Unlimited 和 Developer Edition。 |
构建有效的网格需要时间和专业知识:选择正确的列类型、编写提示和定义查询。如果没有模板,该工作将保留给原始作者。模板将单个配置良好的网格转换为组织范围的资产。
模板也有助于新用户更快地开始使用。用户无需预先学习列类型和 SOQL,而是选择模板,添加记录并立即运行工作流。
模板仅存储列配置。它们不包括行数据、运行历史或单元格输出。作者可以将更新发布到现有模板,而无需创建重复模板。更新不会影响之前从模板创建的网格。

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