Ti trovi qui:
Creare regole di assegnazione dei referral per instradare automaticamente i referral inviati allo specialista appropriato. Definire le voci di regola e impostarne l'ordine di valutazione in modo che il motore di assegnazione assegni ogni referral alla prima voce corrispondente e interrompa la valutazione.
| Disponibile nelle versioni: Lightning Experience |
| Disponibile in: Enterprise Edition e Unlimited Edition |
| Autorizzazioni utente richieste | |
|---|---|
| Per creare regole di assegnazione dei referral: | Amministratore Gestione referral E Estensione Financial Services Cloud O FSC Foundation O FSC Service O FSC Sales |
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