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设置个案管理机器人
使用个案管理机器人配置嵌入式消息传递。使用该机器人,您的校友可以快速创建个案并查找个案状态。
使用个案管理机器人配置嵌入式消息传递。使用该机器人,您的校友可以快速创建个案并查找个案状态。
| 查看支持版本。 |
| 所需用户权限 | |
|---|---|
| 在 Flow Builder 中打开、编辑或创建流: | 管理流 |
使用这些个案管理机器人模板创建个案管理机器人,并将其与嵌入式消息传递集成:行业个案管理机器人和个案管理 Lite 机器人。
两个机器人模板只有一个不同:从行业个案管理机器人模板创建的机器人会自动生成参与主题记录。请参阅个案管理增强机器人模板入门。
返回到您在准备 Salesforce 组织时创建的全方位流,并将其与个案管理机器人相关联。

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