Activar la puntuaciĆ³n de referente en Financial Services Cloud
Una puntuaciĆ³n de referente, de 0 a 100, representa el Ćndice de conversiĆ³n para un referente individual. Puede utilizar la puntuaciĆ³n para identificar y premiar a los referentes principales.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Professional Edition, Enterprise Edition y Unlimited Edition
En ConfiguraciĆ³n, introduzca ConfiguraciĆ³n personalizada en el cuadro BĆŗsqueda rĆ”pida y, a continuaciĆ³n, seleccione ConfiguraciĆ³n personalizada.
Seleccione Gestionar junto a ConfiguraciĆ³n de aplicaciĆ³n de patrimonio.
Haga clic en Nuevo.
Seleccione Activar puntuaciĆ³n de referente.
Guarde sus cambios.
ĀæResolviĆ³ este artĆculo su problema?
Ā”HĆ”ganos saber cĆ³mo podemos mejorar!
Cargando
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 viewerās interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
