위치:
AI 관계 조사 그래프에서 일치하는 Salesforce 레코드 열기
CRM 일치가 확인되면 관계 그래프에서 노드에 연결된 Salesforce 레코드를 엽니다.
가장자리가 확실한 줄인 경우 노드 엔티티가 이미 기존 Salesforce 레코드입니다.
- 노드를 클릭하여 엔티티 세부 사항 패널을 엽니다.
- 일치하는 레코드를 열려면 레코드 보기를 클릭합니다.
이 기사를 통해 문제를 해결했습니까?
개선을 위한 의견을 보내주세요.
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
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
Always Active
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
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
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.
Consent Leg.Interest
label
label
label
- label