Før du begynner må du forsikre deg om at du har saksposter for deltakerne og de nødvendige programpostene.
Finn og velg saker fra appstarteren.
Velg en sak.
Klikk på Registrer deltagere i den relaterte listen Saksprogrammer.
Søk etter og velg ett eller flere programmer, og klikk deretter på Neste.
Velg deltakerne, og klikk deretter på Neste.
For hver deltaker ser du gjennom og bekrefter påmeldingsdetaljene.
Lagre endringene.
Salesforce oppretter saksprogram- og programpostene for registrerte enkeltpersoner. Hvis det finnes en aktiv programpåmeldingspost for en deltaker, opprettes det ikke en duplikatpost.
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