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启用区域模式
当您对您的区域模式结构和其区域客户分配满意时,便可以启用它。请记住您也可在计划和已归档的状态中保留模式供将来建模与参考使用。
当您对您的区域模式结构和其区域客户分配满意时,便可以启用它。请记住您也可在计划和已归档的状态中保留模式供将来建模与参考使用。
| 适用于:Salesforce Classic 适用于一些功能,Lightning Experience 适用于所有功能 |
| 适用于:Performance 和 Developer Edition,以及带销售的 Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要启用区域模式: | 查看设置和配置 和 管理区域 |
一次一个模型可以处于有效状态。您仅可激活处于计划状态中的模型。激活某个模型后,您无法将其重置为计划状态:但可以将其设置为已存档状态。如果您使用区域预测,请确保根据新激活的区域层次结构累计业务机会收入。为此,请考虑运行业务机会区域分配筛选器,或手动或通过 API 向业务机会分配区域。

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