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建立自訂一般範例限制範本
若要在不同的小組、地理位置或產品中套用類似的規則或組態,但僅有少量變更,請建立自訂的一般範本。當您建立自訂一般範例限制範本時,您會複製生命科學客戶參與所提供的一般範例限制範本。您的自訂一般範本包含預設一般範本的規則與條件。

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:
若要在不同的小組、地理位置或產品中套用類似的規則或組態,但僅有少量變更,請建立自訂的一般範本。當您建立自訂一般範例限制範本時,您會複製生命科學客戶參與所提供的一般範例限制範本。您的自訂一般範本包含預設一般範本的規則與條件。
| 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 | |
|---|---|
| 若要建立自訂一般範例限制範本: | 「Life Sciences 商業管理員」權限集 |
建立範本後,您可以將範本指派給產品,並執行工作,以將範例限制規則套用至帳戶和產品。

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