Activar el puntuaje de referente en Financial Services Cloud
Un puntuaje de referente, de 0 a 100, representa el índice de conversión para un referente individual. Puede utilizar el puntuaje para identificar y recompensar a los referentes principales.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Professional Edition, Enterprise Edition y Unlimited Edition
En Configuración, ingrese Configuración personalizada en el cuadro Búsqueda rápida y, a continuación, seleccione Configuración personalizada.
Seleccione Gestionar junto a Configuración de aplicación Wealth.
Haga clic en Nuevo.
Seleccione Activar puntuaje de referente.
Guarde sus cambios.
¿Resolvió este artículo su problema?
¡Háganos saber cómo 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 viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
