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打开动态转诊创建表单
打开“动态转诊创建表单”设置,以通过引导式动态接收表单体验替换“新建转诊”默认操作行为。
打开“动态转诊创建表单”设置,以通过引导式动态接收表单体验替换“新建转诊”默认操作行为。
| 适用于:Lightning Experience |
| 适用于:Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 打开动态转诊创建表单: | 转诊管理管理员 |
开始之前,请确保在启用此首选项之前至少有一个转诊接收配置处于活动状态。
默认情况下,当用户单击记录页面上的新建转诊时,将呈现标准 Salesforce 转诊记录创建表单。在您打开动态转诊创建表单设置时,此默认行为将被覆盖,系统将根据有效转诊接收配置动态呈现接收表单,为用户提供结构化的多步骤指导体验。

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