3 件 ・ 関連度順
概要と使いどころ
Use this skill to configure Field Service Lightning service territories — including territory types, operating hours, time slots, territory hierarchy, member types, and polygon boundaries. NOT for Enterprise Territory Management (Territory2) in Sales Cloud — use admin/enterprise-territory-management. NOT for bulk-loading territory polygons or members — use data/fsl-territory-data-setup.
日本語の概要は準備中です。原文の説明を表示しています。
Use this skill to configure Field Service Lightning service resources — including ServiceResource types, skill assignments via ServiceResourceSkill, capacity-based resource setup, and ResourcePreference rules. NOT for territory-level WorkCapacityLimit throttling or capacity-vs-utilization reporting — use admin/fsl-capacity-planning. NOT for service territory setup — use admin/fsl-service-territory-setup. NOT for work rules and service objectives — use admin/fsl-scheduling-policies.
日本語の概要は準備中です。原文の説明を表示しています。
Use when configuring or troubleshooting Salesforce Enterprise Territory Management (ETM): territory models, territory types, territory hierarchies, account assignment rules, opportunity territory assignment, and forecast by territory. Trigger keywords: territory model, territory hierarchy, ETM, assign accounts to territories, territory forecast, territory activation. NOT for choosing the coverage model first — use admin/territory-design-requirements. NOT for role hierarchy — use admin/sharing-and-visibility. NOT for Field Service ServiceTerritory — use admin/fsl-service-territory-setup. Trigger keywords: Territory2, Territory2Model, Territory2Rule, territory2Model-meta.xml, ObjectTerritory2Association, UserTerritory2Association, territory assignment rule, run assignment rules, territory access level, Manage Territories permission.
日本語の概要は準備中です。原文の説明を表示しています。