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为简报配置客户汇总
启用客户汇总作为简报的数据源,以便 Salesforce 可以为每个具有计划走访的客户生成音频简报。客户汇总提供上下文相关的客户智能汇总,以帮助用户快速了解关键详细信息和见解。

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启用客户汇总作为简报的数据源,以便 Salesforce 可以为每个具有计划走访的客户生成音频简报。客户汇总提供上下文相关的客户智能汇总,以帮助用户快速了解关键详细信息和见解。
| 适用于:Lightning Experience |
| 适用于:带有 Life Sciences Cloud、Life Sciences Cloud for Customer Engagement、Agentforce for Life Sciences Cloud、Einstein GPT 提示生成器和 Einstein GPT 平台加载项许可证的 Enterprise 和 Unlimited Edition,以及 Life Sciences Customer Engagement 受管软件包。 |
| 所需用户权限 | |
|---|---|
| 设置和配置简报: | 生命科学商业管理员 |

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