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Opsæt automatisk tildeling i Salesforce Maps
Opret en tildelingsplan med regler, der distribuerer registreringer til brugere baseret på geografiske kriterier.
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Opret en tildelingsplan med regler, der distribuerer registreringer til brugere baseret på geografiske kriterier.
| Tilgængelig i: Lightning Experience og Salesforce Classic |
| Tilgængelig i: Professional, Enterprise, Performance, Unlimited og Developer Edition |
| Brugertilladelser påkrævet | |
|---|---|
| Hvis du vil konfigurere Salesforce Maps: | Tilpas applikation |
Registreringer, der matcher planens regler, tildeles til de tilsvarende brugere.
Hvis du vil tildele registreringer på en tidsplan eller i grupper, skal du køre tildelinger som et batch (se Hjælp til Salesforce: Planlæg og kør registreringstildelinger). Hvis du vil udløse tildelinger fra tilpasset automatisering, skal du bruge den globale metode AssignRecords i Salesforce Maps Developer Guide.

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