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了解有关合同的事项
在您创建合同时,请考虑最大化数据质量所需的信息类型。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
在您创建合同时,请考虑最大化数据质量所需的信息类型。
| 适用于 Salesforce Classic 和 Lightning Experience |
| 适用于:Performance 和 Developer Edition |
| 适用于:Professional、Enterprise 和包含 Sales Cloud 的 Unlimited Edition |
一些管理员会配置 Salesforce,根据合同开始日期和合同期限计算合同结束日期。如果已计算合同结束日期,则不会显示在合同的编辑页面上。
如果您使用类别(仅限 Salesforce Classic),则新合同类别会设置为相关客户的类别。

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