Abilitazione del punteggio segnalante in Financial Services Cloud
Un punteggio referrer, da 0 a 100, rappresenta il tasso di conversione di un singolo segnalante. È possibile utilizzare il punteggio per identificare e premiare i segnalanti migliori.
Versioni (Edition) richieste
Disponibile nelle versioni: Lightning Experience
Disponibile nelle versioni: Professional Edition, Enterprise Edition e Unlimited Edition
Da Imposta, immettere Impostazioni personalizzate nella casella Ricerca veloce e quindi selezionare Impostazioni personalizzate.
Selezionare Gestisci accanto a Wealth Application Config.
Fare clic su Nuovo.
Selezionare Abilita punteggio referral.
Salvare le modifiche.
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