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Brug Godkendelsesproces til at automatisere processen med at godkende akkumuleringsrelaterede registreringer for programmedlemmer. En godkendelsesproces automatiserer den måde, registreringer godkendes på i Salesforce.
| Tilgængelig i: Enterprise, Unlimited og Developer Edition, der har Avanceret rabat- og opkrævningsstyring aktiveret. |
| Brugertilladelser påkrævet | |
|---|---|
| Hvis du vil opsætte godkendelser: | Systemadministrator |
| Hvis du vil opsætte Avanceret rabat- og opkrævningsstyring: | Tilladelsessættet Avanceret administrator for rabat- og opkrævningsstyring |
Du kan opsætte en godkendelsesproces for disse anvendelsessituationer.
| Anvendelsessituation | Objekt |
|---|---|
| Hvis du vil tilmelde medlemmer i et rabatprogram | Rabatprogrammedlem |
| Hvis du vil aktivere et rabatprogram | Rabatprogram |
Med godkendelsesprocesser kan du sikre, at supervisorer og ledere har strengere kontrol over rabatprocesser, da de økonomiske implikationer er væsentlige.
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