您位於此處:
效能準備公事包的運作方式
在您開啟「效能準備」之後,Field Service 會建立離線公事包,以控制哪些記錄和中繼資料同步至行動用戶端。使用此主題瞭解如何產生及更新這些公事包。
在您開啟「效能準備」之後,Field Service 會建立離線公事包,以控制哪些記錄和中繼資料同步至行動用戶端。使用此主題瞭解如何產生及更新這些公事包。
| 提供版本:Salesforce Classic (並非所有組織皆適用) 和 Lightning Experience |
| Enterprise、Unlimited 及 Developer Edition 提供 Field Service 的核心功能、受管理封裝與行動應用程式。 |
| 若要存取 Field Service 行動應用程式,使用者需要 Field Service Mobile 使用者授權。 |
當您在「效能準備」已開啟的情況下儲存「Field Service 設定」時,Field Service 會為每個符合資格的設定檔產生公事包。每晚排程的工作會重新產生公事包,使其保持最新狀態。使用者可以開啟通知鈴來查看公事包何時變更。
「效能準備」公事包在 Briefcase Builder 中為唯讀。透過更新指派給設定檔的版面配置和清單檢視來變更要準備的記錄。變更版面配置或清單檢視後,請手動重新產生「效能準備」公事包,或等待自動重新產生。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.