提供版本：具有 Life Sciences Cloud、Life Sciences Cloud for Customer Engagement 附加元件授權和 Life Sciences Customer Engagement 受管理封裝的 Enterprise 和 Unlimited Edition。
依狀態篩選帳戶計畫目標、動作計畫和評估工作。
搜尋具有關鍵字的記錄。
檢視每個記錄的完成百分比。當工作和計畫完成時,在背景工作的觸發處理常式會自動更新階層中的每個記錄。
新增評估工作、匯入現有評估工作、新增衝刺時間,以及編輯和刪除工作。
從動作計畫架構新增、編輯和刪除動作計畫。
此文章是否解決您的問題？
請讓我們知道，以便我們改進！
正在載入
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.
