提供版本：具備 Life Sciences Cloud 授權和 Agentforce for Life Sciences Cloud、Agentforce for Employee Agent、Einstein GPT Platform、Einstein GPT Copilot 和 Einstein GPT Prompt Builder 附加元件授權的 Enterprise 和 Unlimited Edition。
流程
描述
取得照護計畫網站
取得與研究相關聯的照護計畫網站。
大量傳送評估至照護計畫網站
大量建立並傳送網站可行性評估至照護計畫網站。
大量建立評估並傳送至網站
建立評估信封和相關聯的信封項目。
大量傳送評估電子郵件
使用評估信封識別碼大量傳送含評估的電子郵件,作為從「大量建立」與「傳送評估信封」流程傳送的輸入。
取得網站搜尋篩選
從研究研究和照護計畫詳細資料記錄取得搜尋網站的篩選條件。
網站和調查者摘要
在網站和調查者搜尋結果頁面中建立網站和調查者的摘要。
取得 Omniprocess 記錄
從研究研究取得 Omniprocess 記錄。
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