Habilitar a Pontuação do indicador no Financial Services Cloud
Uma pontuação de referenciador, de 0 a 100, representa a taxa de conversão para um referenciador individual. Você pode usar a pontuação para identificar e recompensar os principais referenciadores.
Edições obrigatórias
Disponível em: Lightning Experience
Disponível em: Professional, Enterprise e Unlimited Editions
Em Configuração, insira Configurações personalizadas na caixa Busca rápida e selecione Configurações personalizadas.
Selecione Gerenciar ao lado de Configuração da solicitação patrimonial.
Clique em Novo.
Selecione Habilitar pontuação de referenciador.
Salve suas alterações.
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