Ti trovi qui:
Creare un piano di assegnazione con regole che instradano i record agli utenti in base a criteri geografici.
| Disponibile nelle versioni: Lightning Experience e Salesforce Classic |
| Disponibile in: Professional Edition, Enterprise Edition, Performance Edition, Unlimited Edition e Developer Edition |
| Autorizzazioni utente richieste | |
|---|---|
| Per configurare Salesforce Maps: | Personalizza applicazione |
I record che soddisfano le regole del piano vengono assegnati agli utenti corrispondenti.
Per assegnare i record in modo pianificato o in blocco, eseguire le assegnazioni in batch (vedere Guida di Salesforce: Pianificazione ed esecuzione delle assegnazioni dei record). Per attivare le assegnazioni dall'automazione personalizzata, utilizzare il metodo globale AssignRecords nel manuale Salesforce Maps Developer Guide.
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