配置 Ins 文档客户记录类型 要使用 Ins 文档客户功能，请将您为 Ins 文档客户创建的记录类型与产品附带的客户和医疗保健提供商记录类型进行映射。
关闭 Ins 文档客户创建 关闭 Ins 文档帐户创建，以确保 Ins 文档帐户不是以不正确的格式手动创建的。自动创建客户会强制执行您的组织规则和数据治理策略。
配置 Ins 文档客户搜索筛选器 默认情况下，Ins 文档记录会从 HCO 搜索结果中排除，以防止错误分类。为了帮助销售代表准确查找 Ins 文档客户，请将 Ins 文档记录类型添加到搜索筛选器。
Ins 文档客户批处理作业 批处理作业是旨在高效管理 Ins 文档客户的自动化流程。通过立即触发批处理作业或计划稍后，确保所有 Ins 文档客户有效。
本文章是否解决您的问题？
请与我们共享您的想法，以便我们进行改进！
正在加载
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
