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评估有助于顾问更好地了解客户的风险。要使用和自定义标准接收、风险和安全计划评估的样本,您必须安装 OmniStudio,启用发现框架,然后部署样本评估。

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评估有助于顾问更好地了解客户的风险。要使用和自定义标准接收、风险和安全计划评估的样本,您必须安装 OmniStudio,启用发现框架,然后部署样本评估。
适用于:Lightning Experience 适用于:带 Health Cloud 或 Life Sciences Cloud 的 Enterprise 和 Unlimited Edition |
要安装 OmniStudio、启用发现框架并更新共享设置,请参阅使贵组织准备使用评估。
要部署示例评估,请参阅启用示例评估。

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