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在您開始使用 Life Sciences Cloud for Customer Engagement 中的造訪前,請先完成幾項工作,讓貴組織為造訪管理功能做好準備。這包括確保您的生命科學組織符合先決條件,且已設定必要的權限、版面配置和核心設定。

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在您開始使用 Life Sciences Cloud for Customer Engagement 中的造訪前,請先完成幾項工作,讓貴組織為造訪管理功能做好準備。這包括確保您的生命科學組織符合先決條件,且已設定必要的權限、版面配置和核心設定。
| 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。 |
根據使用者的角色將下列權限集指派給使用者:
Life Sciences 商業管理員:授與在管理員主控台中設定設定、版面配置和指令檔的存取權。
生命科學現場銷售代表:授與在行動裝置和 Web 上建立造訪、支出樣品和抓取簽章的存取權。
生命科學 Field Medical:授與記錄造訪和醫療洞察的存取權,但限制取樣功能的存取權。

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