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绩效准备公文包的工作方式
打开性能准备后,Field Service 会创建离线公文包,以控制哪些记录和元数据同步到移动客户端。使用此主题,了解如何生成和更新这些公文包。
打开性能准备后,Field Service 会创建离线公文包,以控制哪些记录和元数据同步到移动客户端。使用此主题,了解如何生成和更新这些公文包。
| 适用于:Salesforce Classic(并非在所有组织中可用)和 Lightning Experience |
| Field Service 核心功能、受管软件包和移动应用程序适用于 Enterprise、Unlimited 和 Developer Edition。 |
| 要访问 Field Service 移动应用程序,用户需要 Field Service 移动用户许可证。 |
当您在打开性能准备的情况下保存 Field Service 设置时,Field Service 会为每个符合条件的简档生成公文包。夜间计划的作业会重新生成公文包,以便保持最新状态。用户可以打开通知铃声,查看公文包何时更改。
在公文包生成器中,绩效准备公文包是只读的。通过更新分配给简档的页面布局和列表视图,更改准备哪些记录。更改布局或列表视图后,手动重新生成性能准备公文包或等待自动重新生成。

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