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Opret henvisningstildelingsregler for automatisk at distribuere indsendte henvisninger til den rigtige specialist. Definer regeloplysninger, og angiv deres evalueringsrækkefølge, så tildelingssystemet tildeler hver henvisning til den første matchende oplysning og stopper evaluering.
| Tilgængelig i: Lightning Experience |
| Tilgængelig i: Enterprise og Unlimited Edition |
| Brugertilladelser påkrævet | |
|---|---|
| Hvis du vil oprette henvisningstildelingsregler: | Henvisningsstyringsadministrator OG Financial Services Cloud-udvidelse ELLER FSC Foundation ELLER FSC-service ELLER FSC-salg |
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