Cree tareas para el seguimiento o las asignaciones para completar, ayudando a los vendedores a gestionar su trabajo de forma eficiente.
| Disponible en: Lightning Experience |
| Disponible en: Ediciones Enterprise, Performance, Unlimited y Developer con un complemento Agentforce o Einstein para Ventas, Servicio, Plataforma o Industria. Requiere que cada usuario tenga el complemento Agentforce o Einstein para acceder a la acción. |
| Permisos de usuario necesarios | |
|---|---|
| Consulte Acceso de usuario común para acciones de agente estándar. | |
| Nombre de API | CrearAToDo |
| Tipo de acción de referencia | Acción estándar |
| Acción de referencia | Crear una tarea por hacer (createAToDo) |
| ¿Ejecuta esta acción una o más plantillas de solicitudes? | No |
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.