要在 Salesforce 组织中设置和配置转诊管理，请分配所需的对象权限。
| 适用于：Lightning Experience |
| 适用于：Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 分配对象权限： | 查看设置和配置 |
| 简档 | 任务 | 对象 | 权限 |
|---|---|---|---|
| 转诊管理员 | 创建并管理转诊接收配置。设置转诊分配规则，并定义评估顺序。 | 转诊、当事人简档、客户 | 读取、创建、编辑和删除 |
| 推荐人 | 确定客户互动过程中的财务需求，并提交转诊，以将客户与正确的专家联系起来。 | 转诊、当事人简档、客户 | 读取、创建、编辑和删除 |
| 接收器（捕获器） | 接收路由的转诊，查看客户的完整上下文，并解决他们特定的财务需求。 | 转诊、当事人简档、客户 | 读取、创建、编辑和删除 |
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