您在此处:
自定义动态活动编译器
通过 ⁇ Salesforce Mobile 和 Lightning Experience 操作中的页面布局,将操作添加到动态活动编译器。
您在此处:
通过 ⁇ Salesforce Mobile 和 Lightning Experience 操作中的页面布局,将操作添加到动态活动编译器。
| Lightning Experience 适用于所有版本,但不包括 Starter |
| 所需用户权限 | |
|---|---|
| 将按钮添加到页面布局: | 自定义应用程序和修改所有数据 |
主要操作在单击按钮时可用。对于电子邮件,自定义操作(例如电子邮件 1 和电子邮件 2)属于电子邮件类型。
对于记录呼叫,记录呼叫 1 和记录呼叫 2 等自定义操作的类型是记录呼叫。
如果全局操作在页面布局上,则它被分配为默认按钮操作。要使自定义操作显示为默认按钮操作,请从页面布局中删除全局操作。否则,自定义操作会显示在该操作类型的下拉列表中。
新建任务和新建事件未定义操作。您可以添加自定义操作。
确保您的用户拥有创建任务和事件、记录呼叫和发送电子邮件的权限。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.