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通过自定义现场支持扩展交易
通过在 Revenue Cloud 中创建和映射自定义字段,自定义或扩展默认功能,以支持特定于业务的流程要求。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
通过在 Revenue Cloud 中创建和映射自定义字段,自定义或扩展默认功能,以支持特定于业务的流程要求。
| 适用于:Lightning Experience |
| 适用于启用了事务管理的 Revenue Cloud 的 Enterprise、Unlimited 和 Developer Edition |
假设您的业务需要交货日期和安装日期作为产品和订单的一部分。但默认情况下,这些字段在这些 sObject 上不可用。通过将自定义字段添加到销售流程的各种对象,启用此用例。然后,在上下文定义中映射这些字段,以在销售交易中支持它们。

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