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批准返利管理
使用审批流程自动化审批计划成员返利支付金额的流程。审批流程自动操作记录如何在 Salesforce 中批准。
使用审批流程自动化审批计划成员返利支付金额的流程。审批流程自动操作记录如何在 Salesforce 中批准。
| 适用于:启用了返利管理的 Enterprise、Unlimited 和 Developer Edition。 |
| 所需用户权限 | |
|---|---|
| 设置批准: | 系统管理员 |
| 设置返利管理: | 返利管理管理员权限集 |
您可以为这些用例设置审批流程。
| 用例 | 对象 |
|---|---|
| 要在返利计划中注册成员 | 返利计划会员 |
| 激活返利计划 | 返利计划 |
| 批准成员支付金额 | 返利计划会员支付金额 |
| 调整返利支付金额 | 返利支付调整 |
通过审批流程,您可以确保主管和高管对返利流程有更严格的控制,因为财务影响很大。

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