Настройте возможности создания документов, чтобы координаторы по уходу и планировщики могли легко обрабатывать бюджетные документы для посещений на дому.
Требуемые версии
Доступно в версиях: Lightning Experience
Доступно в версиях: Enterprise and Unlimited Edition с Health Cloud и лицензией Home Health Addon
Необходимые полномочия пользователя
Для настройки создания документа:
Конструктор DocGen
или
Пользователь DocGen
Включите создание документов.
Введите строку «Создание документа» в поле «Быстрый поиск» меню «Настройка» и выберите пункт «Общие параметры».
Включите «Экспорт шаблонов документов».
Включите шаблоны документов создания в Salesforce.
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