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创建转诊分配规则
创建转诊分配规则,以自动将提交的转诊路由到正确的专家。定义规则条目并设置评估顺序,以便分配引擎将每个转诊分配到第一个匹配条目并停止评估。
创建转诊分配规则,以自动将提交的转诊路由到正确的专家。定义规则条目并设置评估顺序,以便分配引擎将每个转诊分配到第一个匹配条目并停止评估。
| 适用于:Lightning Experience |
| 适用于:Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 创建转诊分配规则: | 转诊管理管理员 和 Financial Services Cloud 扩展或 FSC Foundation 或 FSC 服务或 FSC 销售 |

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