Hvis du vil vælge en vurderingsdækningsprocedure, skal du først duplikere den foruddefinerede vurderingsdækningsprocedure, der er tilgængelig med Salesforce-frekvensstyring. Du kan også opbygge en tilpasset vurderingsprocedure for at opfylde dine forretnings unikke behov.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise, Unlimited og Developer Edition af Revenue Cloud
Skriv Indtjeningsindstillinger i feltet Find hurtigt i Opsætning.
Fra Opsæt anvendelsesvurdering skal du vælge den standardvurderingsdiscovery-procedure, du oprettede.
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