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。
需要的使用者權限
若要從目標指派記錄建立工作與計畫:
「生命科學關鍵帳戶管理」權限集
進入 App Launcher,尋找並選取「 目標指派」,然後選取記錄。
在「評估工作」索引標籤上,若要建立臨時評估工作,請按一下「新增」。
按一下評估工作旁邊的 以進行複製。
若要建立動作計畫,請按一下「新增動作計畫」。
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.
