設計每個顯示面板,讓使用者無須離開 Salesforce,就能對其所看到的內容採取動作。
讓每個動作對應至監視-調查-動作流程中的步驟。請參閱適用於受眾的 設計:角色和查詢路徑。
例如,在機會顯示面板上,新增表格動作以直接從列更新「階段」欄位,而非要求使用者離開顯示面板,或新增動作按鈕以啟動流程以排程追蹤工作。
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