WhatsApp template messages Ticket conversion Embeddable options Profanity management Chat transfer Notifications Custom workflows Chatbots in IM Blueprints in IM IM Webhooks in Desk Customer Happiness ratings Helpdesk automation Availability Notification rules Macros 30/Department Supervise-Time-based reviews 30...
EmailTemplateRetrieveFallbackContact 假 布尔 场景:引用帐户类型的 customerId 并执行该帐户的机会/案例没有指定主要联系人。 False: (默认行为) 使用主帐户并检索主要联系人,如果该帐户为 null,则会将电子邮件模板中的联系人字段保留为 null。 True:如果帐户引用为 null,则回退到使用 Opportunity 或 Case primaryCo...
EmailTemplateRetrieveFallbackContact 假 布尔 场景:引用帐户类型的 customerId 并执行该帐户的机会/案例没有指定主要联系人。 False: (默认行为) 使用主帐户并检索主要联系人,如果该帐户为 null,则会将电子邮件模板中的联系人字段保留为 null。 True:如果帐户引用为 null,则回退到...
CRM sales automation is a helpful feature that not all platforms offer. With CRM sales automation, you can automate basic tasks and manage your sales pipeline from a single platform. Similarly, when your CRM integrates with your marketing automation software, you can access all relevant data and ...
personaldocumenttemplate Used to store Personal Document Templates in database in binary format. picklistmapping In a data map, maps list values from the source file to Microsoft Dynamics 365. plannerbusinessscenario For internal use only. The Business Scenario record to be created in Planner. plan...
With Zapier Interfaces, you can start from the CRM template and build an automation-first platform that saves time as you sell. Save your data in Zapier Tables and create as many Zaps as you need to bring your tech stack together in a storm of productivity and wins. What is the best ...
With Zapier Interfaces, you can start from the CRM template and build an automation-first platform that saves time as you sell. Save your data in Zapier Tables and create as many Zaps as you need to bring your tech stack together in a storm of productivity and wins. What is the best ...
personaldocumenttemplate phonecall picklistmapping plannerbusinessscenario plannersyncaction pluginassembly pluginpackage plugintracelog plugintype plugintypestatistic position post postcomment postfollow postlike postregarding powerbidataset powerbidatasetapdx powerbimashupparameter powerbireport powerbireportapdx ...
开始打造专为中国设计的 Customer 360。充分利用阿里云的可扩展性、高性能和安全性,确保满足不断变化的市场需求,符合最新的数据驻留法规,以及实现与本地独特应用生态系统的集成。 阅读公告 阿里云上的 Salesforce 可为在中国开展运营的公司提供帮助。 获取数据表 ...
There’s an app for everything, and CRM is no exception. Several CRM providers offer mobile access for smartphones and tablets, allowing sales teams and managers to monitor their activities, goals, and tasks when they’re away from their desks. This feature is especially helpful for field sal...