El panel de aspectos destacados muestra mediciones clave en la parte superior de un registro.
Ediciones necesarias
Permisos de usuario necesarios
Para gestionar la configuración de visitas:
Conjunto de permisos Administrador comercial de Ciencias de la vida
Desde Configuración, abra Gestor de objetos.
Seleccione Visita y luego Formatos compactos.
Cree o modifique un formato compacto para incluir campos clave relevantes para su negocio.
Asigne el formato compacto al tipo de registro de visita principal.
¿Resolvió este artículo su problema?
¡Háganos saber cómo podemos mejorar!
Cargando
Salesforce Help | Article
Cookie Consent Manager
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.
