若要在您的 Salesforce 組織中設定「轉介管理」,請指派必要的物件權限。
| 提供版本：Lightning Experience |
| 提供版本：Enterprise 及 Unlimited Edition |
| 需要的使用者權限 | |
|---|---|
| 指派物件權限: | 檢視設定和組態 |
| 設定檔 | 工作 | 物件 | 權限 |
|---|---|---|---|
| 轉介管理員 | 建立與管理轉介接收組態。設定轉介指派規則並定義其評估順序。 | 轉介、對象設定檔、帳戶 | 讀取、建立、編輯和刪除 |
| 介紹人 | 在用戶互動期間識別財務需求,並提交推薦以將用戶與正確的專家連線。 | 轉介、對象設定檔、帳戶 | 讀取、建立、編輯和刪除 |
| 收件者 (Catcher) | 接收路由的轉介、檢閱用戶的完整內容,並處理其特定財務需求。 | 轉介、對象設定檔、帳戶 | 讀取、建立、編輯和刪除 |
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