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瞭解造訪工作建議
造訪工作建議的目標物件可為「評估工作」或「RVKPI」。當您排程「評估工作」建議時會建立工作。而當您排程「RVKPI」類型的建議時,會針對現有工作建立 KPI。當您排程「評估工作」建議和相關的「RVKPI」建議,會建立工作和其 KPI。

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造訪工作建議的目標物件可為「評估工作」或「RVKPI」。當您排程「評估工作」建議時會建立工作。而當您排程「RVKPI」類型的建議時,會針對現有工作建立 KPI。當您排程「評估工作」建議和相關的「RVKPI」建議,會建立工作和其 KPI。
| 適用於已啟用 Consumer Goods Cloud 的 Lightning Experience Professional、Unlimited 和 Enterprise Edition。 |
您可以透過 AI 造訪工作建議物件排程造訪工作建議。或者您也可以從這些物件的相關清單排程建議。
如果父系識別碼已在工作建議流程中定義,則 AI 造訪建議和 AI 造訪工作建議要求物件的相關清單僅會顯示「評估工作」類型建議。除此之外,會顯示所有建議。
AI 造訪建議和 AI 造訪工作建議要求物件的相關清單僅會顯示「評估工作」類型建議。但從「造訪」相關清單排程建議時,您可以排程其相關建議。

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