Overvej funktionerne for brugere i din Salesforce-organisation og de tilladelser, de har brug for. Planlæg dit hierarki, identificer dine indledende grupper af brugere, og opsæt dem derefter i din organisation. Vi anbefaler, at du opretter mindst to tilladelsessæt, et til salgschefer og det andet til konsulenter.
EditionsHeading
Tilgængelig i Lightning Experience i Professional, Unlimited , og Enterprise Edition, der har Consumer Goods Cloud aktiveret.
Tilladelsessæt
Beskrivelse
Salgschef
Standardbruger af Retail Execution. Mulighed for at administrere de daglige Retail Execution-processer som at oprette besøg, oprette opgaver og tildele besøg til konsulenter.
Konsulent
Begrænset mulighed for at redigere besøg og opgaver og oprette registreringer af butiksbesøg. Tillad dine konsulenter at oprette besøg ved at give dem oprettetilladelse til objektet Besøg.
Leveringsrepræsentant
Begrænset mulighed for at redigere besøg og leveringsopgaver og for at registrere registreringer af butiksbesøg.
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