您位於此處:
B2B Commerce | 取得風險帳戶
依特定商店的訂單最近和年同年度收入下降識別有風險的帳戶。使用此動作來排定客戶保留工作的優先順序,方法是呈現顯示透過減少訂單活動和減少收入而導致停用警告符號的帳戶,讓您能夠及早介入個人化拓展、目標促銷或客戶登入,以重新吸引客戶、保護收入,並避免在太晚之前完整帳戶流失。此動作需要 Salesforce Data Cloud。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
依特定商店的訂單最近和年同年度收入下降識別有風險的帳戶。使用此動作來排定客戶保留工作的優先順序,方法是呈現顯示透過減少訂單活動和減少收入而導致停用警告符號的帳戶,讓您能夠及早介入個人化拓展、目標促銷或客戶登入,以重新吸引客戶、保護收入,並避免在太晚之前完整帳戶流失。此動作需要 Salesforce Data Cloud。
| 提供版本:Lightning Experience |
| 提供版本:Enterprise、Performance、Unlimited 及 Developer Edition with Foundations,或 Agentforce 1 或 Einstein 1 Edition |
| 所需的使用者權限 | |
|---|---|
| 請參閱標準工作人員動作的 一般使用者存取權。 | |
| API 名稱 | GetAtRiskAccounts |
| 參照動作類型 | 標準動作 |
| 此動作是否會執行一或多個提示範本? | 否 |
| 需要設定 | Agentforce 適用於商務銷售的技能 |

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.