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自定义报价行项目导入流的注意事项
当用户选择导入行时,事务管理使用流提供下载 CSV 模板和上载 CSV 文件进行处理的选项。查看这些要求和限制,以有效自定义导入流。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
当用户选择导入行时,事务管理使用流提供下载 CSV 模板和上载 CSV 文件进行处理的选项。查看这些要求和限制,以有效自定义导入流。
| 适用于:Lightning Experience |
| 适用于启用了事务管理的 Revenue Cloud 的 Enterprise、Unlimited 和 Developer Edition |
要将静态资源用于自定义 CSV 模板,请在“导入报价行项目”页面元素中修改 ComponentUploadCsvForProcessing 组件。
该流管理特定的数据限制,并需要某些输入变量才能与事务管理一起使用。
创建自定义流后,转到导入报价行项目流字段,并选择新流。

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