Administrer forretningsoplysninger for aftalereservation
Administrer oplysninger, der er relateret til din forretning og interessenter, f.eks. serviceplaceringer, serviceressourcer, færdigheder, emner og aftaleskabeloner. Konfigurer disse forretningsoplysninger til at levere en personlig oplevelse for dine portalbrugere i planlægning af aftaler.
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Tilgængelig i: Lightning Experience i versionerne Professional, Enterprise og Unlimited, hvor Financial Services Cloud-licensen er aktiveret
Konfigurer brugere, der kan være serviceressourcer. Serviceressourcer er individuelle brugere i din organisation, der kan deltage i aftaler med dine portalbrugere. Se Konfigurer, hvem der kan være en serviceressource.
Opret serviceområder for at organisere dine serviceressourcer og sikre, at serviceressourcer tildeles til serviceaftaler i nærheden af deres hjemmebase. Se Opret serviceområder i Salesforce Scheduler.
Opret arbejdstyper for at hjælpe med at organisere og standardisere arbejdsdagen og aftaletiderne for dine serviceressourcer. Se Opret arbejdstyper i Salesforce Scheduler.
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