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Diriger dit salgsteams næste trin ved at definere de handlinger, de foretager på tilpassede signaler. Hvert signal i feedet viser en handlingsknap, og for et tilpasset signal bestemmer du, hvilken handling denne knap skal køre.
| Tilgængelig i: Lightning Experience i versionerne Enterprise, Unlimited og Agentforce 1 Sales med tilføjelsesprogrammet Sales Foundation. |
Når du konfigurerede tilpassede signaler til at blive vist i Salgsarbejdsområdet, kontrollerer du den enkelte handlingsknap, der vises på hvert feed. Beslut, hvad sælgere skal gøre, når de handler på et tilpasset signal, og angiv en standardhandling, så hvert feed fra en definition optræder på samme måde.
Du kan konfigurere en handling to steder. Når der findes handlinger begge steder, vinder den mere specifikke handling altid.
Du kan tilslutte dit tilpassede signal til en af to handlingstyper:
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