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捕获客户交互结果的设置和配置
预构建操作“捕获集合相关交互”帮助集合专家捕获集合相关交互和后续步骤。例如,收款专家可以使用此操作,在讨论需要调查的有争议的收款金额后,记录与借款人的互动。他们也可以使用该操作来创建个案和个案诉讼记录。要设置此操作和相关流,请在收集计划、个案和个案进行对象上为相关字段添加选项列表值,创建对象字段别名,自定义预构建表达式集,并配置字段级安全性。

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预构建操作“捕获集合相关交互”帮助集合专家捕获集合相关交互和后续步骤。例如,收款专家可以使用此操作,在讨论需要调查的有争议的收款金额后,记录与借款人的互动。他们也可以使用该操作来创建个案和个案诉讼记录。要设置此操作和相关流,请在收集计划、个案和个案进行对象上为相关字段添加选项列表值,创建对象字段别名,自定义预构建表达式集,并配置字段级安全性。
| 适用于:Lightning Experience |
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