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在 Salesforce Maps 中設定自動指派
使用規則建立指派計畫,此規則會根據地理條件將記錄路由至使用者。
使用規則建立指派計畫,此規則會根據地理條件將記錄路由至使用者。
| 提供版本:Lightning Experience 和 Salesforce Classic |
| 提供版本:Professional、Enterprise、Performance、Unlimited 及 Developer Edition |
| 需要的使用者權限 | |
|---|---|
| 若要設定 Salesforce Maps: | 自訂應用程式 |
符合計畫規則的記錄會指派給對應的使用者。
若要在排程上或大量指派記錄,請以批次方式執行指派 (請參閱 Salesforce 說明:排程和執行記錄指派)。若要從自訂自動化觸發指派,請使用 Salesforce Maps 開發人員指南中的 AssignRecords 全域方法。

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