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联系人智能视图
在联系人智能视图中,查看联系人活动和参与度量,查看见解、采取措施和更新记录;所有操作均可在一处完成。
在联系人智能视图中,查看联系人活动和参与度量,查看见解、采取措施和更新记录;所有操作均可在一处完成。
| 适用于:Lightning Experience |
| 适用于:带销售的 Professional、Enterprise、Performance 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要查看联系人选项卡: | 对联系人拥有读取权限 |
| 要查看联系人: | 对联系人拥有读取权限 |
| 创建联系人: | 对联系人拥有创建权限 |
要查看智能视图,请转到“联系人”主页并单击智能视图。要返回到原始列表视图,请单击列表视图。
在联系人智能视图中,您可以快速筛选您的联系人,查看结果记录的汇总活动统计数据,并直接从联系人选项卡采取行动进行联系。
要查看单个记录的详细活动,请单击记录名称旁边的侧面板图标。侧面板也包含个案见解、电子邮件见解和 Einstein 对话见解。

联系人活动度量包括:
活动度量包括事件和任务。
参与度量包含:
要查看联系人智能视图,Salesforce 管理员必须在“设置”中将其打开,然后将智能视图按钮添加到联系人列表视图按钮布局。

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