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报价行项目导入
从 CSV 文件导入报价行项目可以加快报价过程,因为无需手动输入大量产品的数据。Revenue Cloud 使用事务管理组件处理这些导入,确保多种产品类型和货币模型之间的数据一致性。

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从 CSV 文件导入报价行项目可以加快报价过程,因为无需手动输入大量产品的数据。Revenue Cloud 使用事务管理组件处理这些导入,确保多种产品类型和货币模型之间的数据一致性。
| 适用于:Lightning Experience |
| 适用于启用了事务管理的 Revenue Cloud 的 Enterprise、Unlimited 和 Developer Edition |
导入过程依赖于特定的模板和自动化流来处理数据。
导入功能支持标准报价行项目,并满足自定义要求。Salesforce 管理员扩展默认行为以包含自定义字段,确保导入满足独特的业务需求。

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