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计划参与者和福利支出的汇总
在计划或福利中,快速查看计划的参与和付款情况,并在报表中包含汇总字段。这些计数会在数据处理引擎定义作业运行时更新。与您的 Salesforce 管理员合作,计划这些运行,以定期更新计数。对于实时计数,请让您的 Salesforce 管理员手动触发运行。

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在计划或福利中,快速查看计划的参与和付款情况,并在报表中包含汇总字段。这些计数会在数据处理引擎定义作业运行时更新。与您的 Salesforce 管理员合作,计划这些运行,以定期更新计数。对于实时计数,请让您的 Salesforce 管理员手动触发运行。
| 适用于:Education Cloud、Nonprofit Cloud 和公共部门解决方案。查看版本可用性。 |
计划的汇总字段向您显示计划参与者总数以及有多少参与者处于活动状态。此外,快速了解前一年、年初至今和一个月至今为该计划分配了多少福利。

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