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Salesforce Contracts 的文件範本篩選
您可以使用自訂邏輯,根據契約類型篩選您要針對契約顯示的範本。您可以為每個契約類型設定篩選類別。
根據篩選自訂邏輯,只有符合自訂邏輯的範本集會顯示在契約「文件」索引標籤的產生動作下方的範本下拉式。如需詳細資訊,請參閱 使用自訂文件範本篩選。
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