您位於此處：
在 Lightning 頁面中內嵌 Analytics for Insurance 顯示面板
Analytics for Insurance 包含用於在 Lightning Experience 頁面中內嵌和存取的顯示面板。
如需一般指示，請在 Salesforce 說明中參閱在 Lightning 頁面中內嵌顯示面板。以下是使用 Analytics for Insurance 應用程式顯示面板的範例,包括在「Lightning 頁面內嵌顯示面板」的步驟 4 中所設定篩選屬性的程式碼。
業務手冊。內嵌在帳戶或連絡人記錄版面配置中。以下列項目設定「篩選」屬性:
{"datasets": {"FinancialAccountTransaction": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}],"Insurance_Policies": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}],"Claims": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}]}}客戶：內嵌在「帳戶」記錄版面配置中。以下列項目設定「篩選」屬性:
{"datasets": {"Insurance_Policies": [{"fields": ["PolicyOwner.Id"],"filter": {"operator": "in","values": ["$Id"]}}]}}經銷商業務手冊。可透過銷售經理首頁存取,但可內嵌在您想要顯示資料洞察的任何位置。不需要篩選。
經銷商銷售績效。內嵌在帳戶或連絡人記錄版面配置中。以下列項目設定「篩選」屬性:
{"datasets": {"FinancialAccountTransaction": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}],"Insurance_Policies": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}],"Claims": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}],"AllActivities1": [{"fields": ["Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}]}}重要經銷商。可透過銷售經理首頁存取,但可內嵌在您想要顯示資料洞察的任何位置。不需要篩選
商機。內嵌在「商機」記錄版面配置中。以下列項目設定「篩選」屬性:
{"datasets": {"AllLeads": [{"fields": ["Id"],"filter": {"operator": "in","values": ["$Id"]}}]}}機會。內嵌在「機會」記錄版面配置中。以下列項目設定「篩選」屬性:
{"datasets": {"Opportunity": [{"fields": ["Id"],"filter": {"operator": "in","values": ["$Id"]}}]}}續約原則的可能性。內嵌在「帳戶」版面配置中。以下列項目設定「篩選」屬性:
{"datasets":{"ED_LikelihoodToRenewPolicy":[{"fields":["NameInsuredId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}家庭。內嵌在「帳戶」版面配置中。以下列項目設定「篩選」屬性:
{"datasets":{"Account_Financials":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}此文章是否解決您的問題？
請讓我們知道，以便我們改進！
