Maak verwijzingstoewijzingsregels om ingediende verwijzingen automatisch naar de juiste specialist te routeren. Definieer regelitems en stel hun evaluatievolgorde zo in dat de toewijzingsengine elke verwijzing toewijst aan het eerste overeenkomende item en stopt met evalueren.
| Beschikbaar in: Lightning Experience |
| Beschikbaar in: Enterprise en Unlimited Edition |
| Benodigde gebruikersmachtigingen | |
|---|---|
| Regels voor verwijzingstoewijzing maken: | Beheerder Verwijzingsbeheer EN Financial Services Cloud-extensie OF FSC Foundation OF FSC Service OF FSC Sales |
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