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將預設範例限制範本新增至您的 Salesforce 組織
「生命科學客戶參與」提供一般範例限制範本,以及數個您可以新增至組織的國家/地區特定範本。這些範本包含範例散佈的預先定義規則和作業,且無法編輯或刪除。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
您位於此處:
「生命科學客戶參與」提供一般範例限制範本,以及數個您可以新增至組織的國家/地區特定範本。這些範本包含範例散佈的預先定義規則和作業,且無法編輯或刪除。
| 提供版本:Lightning Experience |
| 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 | |
|---|---|
| 新增預設範例限制範本: | 「Life Sciences 商業管理員」權限集 |
這些範本可供您新增至您的組織。
若要查看每個範本的規則與條件,請從「範本產品指派」頁面將範本指派給產品。接著,進入 App Launcher,找到已建立的「提供者範例限制範本指派」記錄。開啟範本,或檢閱「規則條件」欄位中的規則。

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