在您啟用 Einstein Activity Capture for Financial Services Cloud 之前,請確保您已在 Salesforce 中啟用「互動摘要」選項。請參閱啟用和設定互動摘要。
進入「設定」,在「快速尋找」方塊中輸入「互動摘要」。
在「財務服務」下,選取「互動摘要設定」。
啟用適用 於 Financial Services Cloud 的 Einstein Activity Capture。
此文章是否解決您的問題？
請讓我們知道，以便我們改進！
正在載入
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.
