Aktiver Kontosammendrag som datakilde for Briefings, så Salesforce kan generere lydsammendrag for hver konto med et planlagt besøg. Kontosammendrag leverer kontekstrelevante smarte sammendrag af konti for at hjælpe brugere med hurtigt at forstå nøgledetaljer og indsigter.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise og Unlimited Edition med Life Sciences Cloud, Life Sciences Cloud for kundeengagement, Agentforce for LifeSciences Cloud, Einstein GPT Promptkonstruktør og Einstein GPT Platform-tilføjelsesprogramlicenser samt den administrerede pakke Life Sciences Customer Engagement.
Brugertilladelser påkrævet
Hvis du vil opsætte og konfigurere Briefings:
Commercial Life Sciences-administrator
Find og vælg Life Sciences for Customer Engagement Setup i feltet Find hurtigt i Opsætning.
På opsætningssiden skal du gå til afsnittet Konfigurer kontosammendrag for kundeengagement.
Sørg for, at omskifteren Kontosammendrag er aktiveret, og at al den nødvendige konfiguration er udført for Kontosammendrag.
Bemærk Kontosammendrag er datakilden for Briefings.
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