Konfigurer vurderinger for administration af Krisesupportcenter
Vurderinger hjælper rådgivere med at få en bedre forståelse af en klients risiko. Hvis du vil bruge og tilpasse eksempler på standardindtagelses-, risiko- og sikkerhedsplanvurderinger, skal du installere OmniStudio, aktivere Discovery Framework og derefter implementere eksempelvurderingerne.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise og Unlimited Edition med Health Cloud eller Life Sciences Cloud
Gør vurderinger tilgængelige for brugere af administration af Krisesupportcenter Tildel brugere den krævede adgang og tilladelser til at bruge vurderinger. Føj den relaterede liste Vurderinger til sagssidelayoutet, så rådgivere hurtigt kan finde fuldførte og igangværende vurderinger, der er tilknyttet en sag. Konfigurer en Handlingsstarter-implementering med vurderinger, og placer komponenten på en sagsregistreringsside.
Løste denne artikel dit problem?
Giv os besked, så vi kan forbedre os!
Indlæser
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
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
Always Active
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
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
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.