대상이 Salesforce에 머무른 상태에서 표시되는 내용에 따라 조치를 취할 수 있도록 각 대시보드를 설계합니다.
각 작업을 monitor-investigate-act 플로의 단계에 매핑합니다. 대상 그룹을 위한 설계: 페르소나 및 문의 경로.
예를 들어, 기회 대시보드에서 사용자가 대시보드에서 탈퇴하도록 요구하는 대신 행에서 직접 단계 필드를 업데이트하는 테이블 작업을 추가하거나 플로를 시작하여 후속 과업을 예약하는 작업 버튼을 추가합니다.
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