Opprett tildelingsregler for henvisninger for å automatisk rute sendte henvisninger til den riktige spesialisten. Definer regeloppføringer og angi deres evalueringsrekkefølge slik at tildelingsmotoren tildeler hver referanse til den første samsvarende oppføringen og slutter å evaluere.
| Tilgjengelig i Lightning Experience |
| Tilgjengelig i Enterprise og Unlimited Edition |
| Nødvendige brukertillatelser | |
|---|---|
| For å opprette tildelingsregler for henvisninger: | Referansebehandlingsadministrator OG Financial Services Cloud-utvidelse ELLER FSC Foundation ELLER FSC Service ELLER FSC Sales |
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