Förutse beteenden och resultat när du importerar, ändrar och publicerar roller och tilldelningar för kontoteam i Områdesplanering.
| Tillgängliga i: både Salesforce Classic (inte tillgängligt i alla organisationer) och Lightning Experience |
| Tillgängliga i: Professional, Enterprise, Performance, Unlimited och Developer Editions med Web Services API aktiverat |
| När... | Ha detta i åtanke … |
|---|---|
| Publicerar poster | Publiceringsprocessen begränsar antalet poster till 50 000. |
| Importerar kontoteams | Områdesplanering kräver en datauppsättning som innehåller konton och minst en anpassning. |
| Uppdaterar många roller |
|
| Publicerar tilldelningar av kontoteam | Du publicerar tilldelningar till Salesforce-konton eller till .csv-filer för import till andra system. |
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