{"id":21164,"date":"2023-03-14T19:17:01","date_gmt":"2023-03-14T11:17:01","guid":{"rendered":"https:\/\/www.xiazhi.co\/?p=21164"},"modified":"2023-03-14T19:18:39","modified_gmt":"2023-03-14T11:18:39","slug":"%e4%bc%81%e4%b8%9a%e6%9e%b6%e6%9e%84-salesforce-%e7%bb%84%e7%bb%87%e6%88%98%e7%95%a5","status":"publish","type":"post","link":"https:\/\/www.xiazhi.co\/en\/%e4%bc%81%e4%b8%9a%e6%9e%b6%e6%9e%84-salesforce-%e7%bb%84%e7%bb%87%e6%88%98%e7%95%a5\/","title":{"rendered":"\u4f01\u4e1a\u67b6\u6784| Salesforce \u7ec4\u7ec7\u6218\u7565"},"content":{"rendered":"<p>\u8bb8\u591a\u7ec4\u7ec7\u90fd\u5728\u4e3a\u4ed6\u4eec\u9700\u8981\u7684 Salesforce \u7ec4\u7ec7\u6570\u91cf\u800c\u82e6\u82e6\u6323\u624e\u3002\u591a\u7ec4\u7ec7\u548c\u5355\u4e00\u7ec4\u7ec7\u73af\u5883\u4e4b\u95f4\u7684\u4f18\u7f3a\u70b9\u662f\u4ec0\u4e48\uff1f\u6709\u54ea\u4e9b\u5de5\u5177\u548c\u6280\u672f\u53ef\u4ee5\u5e2e\u52a9\u60a8\u4e3a\u60a8\u7684\u4f01\u4e1a\u505a\u51fa\u6b63\u786e\u7684\u51b3\u7b56\uff1f\u9009\u62e9\u6b63\u786e\u7684 Salesforce Org Strategy \u662f CTA \u5ba1\u67e5\u59d4\u5458\u4f1a\u4e2d\u6700\u8270\u96be\u7684\u51b3\u5b9a\u4e4b\u4e00\u3002<\/p>\n\n\n\n<p>\u52a0\u5165\u6211\u4eec\uff0c\u4e86\u89e3\u4e3a\u4ec0\u4e48\u60a8\u9700\u8981\u5b9a\u4e49<a href=\"https:\/\/developer.salesforce.com\/blogs\/developer-relations\/2014\/10\/enterprise-architecture-multi-org-strategy\" target=\"_blank\" rel=\"noreferrer noopener\">\u7ec4\u7ec7\u6218\u7565<\/a>\u3001\u591a\u7ec4\u7ec7\u4e0e\u5355\u4e00\u7ec4\u7ec7 Salesforce \u67b6\u6784\u7684\u4f18\u7f3a\u70b9\u4ee5\u53ca\u521b\u5efa\u7ec4\u7ec7\u7684\u6700\u4f73\u5b9e\u8df5\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"org-strategy-balancing-act\"><strong>\u7ec4\u7ec7\u6218\u7565<\/strong>\u5e73\u8861\u6cd5<\/h2>\n\n\n\n<p>\u5b9a\u4e49\u7ec4\u7ec7\u6218\u7565\u662f\u5728\u6ee1\u8db3\u4e1a\u52a1\u9700\u6c42\u7684\u540c\u65f6\u4fdd\u6301\u6280\u672f\u683c\u5c40\u7b80\u5355\u7684\u5e73\u8861\u884c\u4e3a\u3002\u4f01\u4e1a\u67b6\u6784\u7684\u51b3\u5b9a\u4e3a Salesforce \u7684\u5b9e\u65bd\u5960\u5b9a\u4e86\u57fa\u7840\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"factors-influencing-salesforce-org-strategy\">\u5f71\u54cd Salesforce \u7ec4\u7ec7\u6218\u7565\u7684\u56e0\u7d20<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/i0.wp.com\/www.apexhours.com\/wp-content\/uploads\/2021\/06\/Factors-Influencing-Salesforce-Org-Strategy.png?ssl=1\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/03\/Factors-Influencing-Salesforce-Org-Strategy.png\" alt=\"\" class=\"wp-image-4800\"\/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"org-strategies\">\u7ec4\u7ec7\u7b56\u7565<\/h2>\n\n\n\n<p><strong>\u5546\u4e1a\u89c2\u70b9<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u6807\u51c6\u3002\u6216\u591a\u6837\u5316\u7684\u4e1a\u52a1\u6d41\u7a0b\u53ca\u5176\u6240\u6709\u6743<\/li>\n\n\n\n<li>\u4e0d\u540c\u4e1a\u52a1\u6d41\u4e4b\u95f4\u7684\u534f\u4f5c<\/li>\n\n\n\n<li>\u8de8\u4e0d\u540c\u4e1a\u52a1\u6d41\u7a0b\u5171\u4eab\u6570\u636e\uff0c\u5305\u62ec\u5ba2\u6237\u548c\u5408\u4f5c\u4f19\u4f34\u76f8\u5173\u4fe1\u606f<\/li>\n<\/ol>\n\n\n\n<p><strong>\u7ec4\u7ec7\u89c2\u70b9<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u516c\u53f8\u6218\u7565\u548c\u8d5e\u52a9<\/li>\n\n\n\n<li>\u76f8\u5173\u53d8\u66f4\u7ba1\u7406<\/li>\n\n\n\n<li>\u56f4\u7ed5\u5b83\u7684\u7ec4\u7ec7\u7ba1\u7406\u548c\u6cbb\u7406<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"single-org\">\u5355\u4e00\u7ec4\u7ec7<\/h2>\n\n\n\n<p><strong>\u4f18\u70b9<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u8de8\u7ec4\u7ec7\u4e0d\u540c\u7528\u6237\u7684\u534f\u4f5c<\/li>\n\n\n\n<li>\u6807\u51c6\u3002\u5168\u7403\u4e1a\u52a1\u6d41\u7a0b<\/li>\n\n\n\n<li>\u9ad8\u6027\u4ef7\u6bd4<\/li>\n\n\n\n<li>\u51cf\u5c11\u96c6\u6210\u6570\u91cf<a href=\"https:\/\/www.apexhours.com\/salesforce-integration-with-external-system-interview\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><\/li>\n\n\n\n<li>\u964d\u4f4e\u8bb8\u53ef\u6210\u672c\uff0cSalesforce + Appexchange<\/li>\n\n\n\n<li>\u6700\u5c11\u7684\u62a5\u544a\u548c\u5206\u6790\u5de5\u4f5c<\/li>\n\n\n\n<li>\u96c6\u4e2d\u7ba1\u7406<\/li>\n\n\n\n<li>\u4e00\u81f4\u7684\u4ea4\u4ed8\u6d41\u7a0b<\/li>\n<\/ol>\n\n\n\n<p><strong>\u7f3a\u70b9<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u5927\u91cf\u6570\u636e<\/li>\n\n\n\n<li>\u8fbe\u5230 Salesforce \u9650\u5236<\/li>\n\n\n\n<li>\u6027\u80fd\u5f71\u54cd<\/li>\n\n\n\n<li>\u5b89\u5168\u548c\u5171\u4eab\u96be\u4ee5\u7ba1\u7406<\/li>\n\n\n\n<li>\u590d\u6742\u7684\u7ec4\u7ec7\uff0c\u4f8b\u5982\u989d\u5916\u7684\u9876\u70b9\u4ee3\u7801\u548c\u9875\u9762\u5e03\u5c40<\/li>\n\n\n\n<li>\u5c06 Salesforce \u7ec4\u4ef6\u7ba1\u7406\u5230\u5355\u4e2a\u7ec4\u7ec7\u4e2d\u5177\u6709\u6311\u6218\u6027<\/li>\n\n\n\n<li>\u7531\u4e8e\u9700\u8981\u8fdb\u884c\u5168\u9762\u6d4b\u8bd5\uff0c\u56e0\u6b64\u5bf9\u4e1a\u52a1\u6240\u9700\u7684\u66f4\u6539\u53cd\u5e94\u8fdf\u7f13<\/li>\n\n\n\n<li>\u5b58\u50a8\u9650\u5236\u7684\u7ea6\u675f<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"single-org-example\">\u5355\u4e00\u7ec4\u7ec7\u2014\u2014\u793a\u4f8b<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/i0.wp.com\/www.apexhours.com\/wp-content\/uploads\/2021\/06\/Single-Org-Example.png?ssl=1\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/03\/Single-Org-Example-1024x710-1.png\" alt=\"\" class=\"wp-image-4801\"\/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"multi-org\">\u591a\u7ec4\u7ec7<\/h2>\n\n\n\n<p><strong>\u4f18\u70b9<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u8bb0\u5f55<a href=\"https:\/\/www.apexhours.com\/sharing-and-visibility-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u5171\u4eab\u548c\u5b89\u5168<\/a>\u6a21\u578b\u901a\u8fc7\u975e\u590d\u6742\u7684\u5171\u4eab\u89c4\u5219\u5f97\u5230\u7b80\u5316<\/li>\n\n\n\n<li>\u901a\u8fc7\u4e2a\u6027\u5316\u6d41\u7a0b\u548c\u5b9a\u5236\u529f\u80fd\u63d0\u4f9b\u66f4\u5927\u7684 BU \u81ea\u4e3b\u6743<\/li>\n\n\n\n<li>\u5927\u5927\u964d\u4f4e\u4e86\u8d85\u8fc7\u7ec4\u7ec7\u9650\u5236\u7684\u98ce\u9669&nbsp;<\/li>\n\n\n\n<li>\u7ec4\u7ec7\u8303\u56f4\u5185\u7684\u8bbe\u7f6e\u66f4\u6613\u4e8e\u6cbb\u7406\u548c\u7ba1\u7406<\/li>\n\n\n\n<li>\u5355\u4e2a\u7ec4\u7ec7\u5185\u8f83\u4f4e\u7684\u6570\u636e\u91cf\u53ef\u80fd\u4f1a\u63d0\u9ad8\u6027\u80fd<\/li>\n\n\n\n<li>\u7f29\u77ed\u4e0a\u5e02\u65f6\u95f4\u548c\u521b\u65b0\u81ea\u7531<\/li>\n\n\n\n<li>\u964d\u4f4e\u5355\u4e2a\u7ec4\u7ec7\u5185\u7684\u590d\u6742\u6027<\/li>\n<\/ol>\n\n\n\n<p><strong>\u7f3a\u70b9<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u66f4\u96be\u83b7\u5f97\u6d41\u7a0b\u548c\u6570\u636e\u7684\u6e05\u6670\u5168\u5c40\u5b9a\u4e49<\/li>\n\n\n\n<li>\u8de8\u7ec4\u7ec7\u63d0\u4f9b\u7edf\u4e00\u62a5\u544a\u6240\u9700\u7684\u5b9a\u5236<\/li>\n\n\n\n<li>\u9700\u8981\u91cd\u590d\u7684\u7ba1\u7406\u529f\u80fd\u3002<\/li>\n\n\n\n<li>SSO \u7684\u590d\u6742\u6027\u589e\u52a0<\/li>\n\n\n\n<li>\u7b2c\u4e09\u65b9\u8bb8\u53ef\u6210\u672c\u589e\u52a0\u53d6\u51b3\u4e8e\u89e3\u51b3\u65b9\u6848<\/li>\n\n\n\n<li>Salesforce \u96c6\u6210\u6210\u672c\u968f\u7740\u8de8\u7ec4\u7ec7\u7684\u6d41\u7a0b\u548c\u6570\u636e\u96c6\u6210\u800c\u589e\u52a0<\/li>\n\n\n\n<li>\u4e0d\u540c Salesforce \u7ec4\u7ec7\u7684\u4e1a\u52a1\u7528\u6237\u4e4b\u95f4\u7684\u8de8\u4e1a\u52a1\u90e8\u95e8\u534f\u4f5c\u6210\u4e3a\u53e6\u4e00\u4e2a\u6311\u6218<\/li>\n\n\n\n<li>\u90e8\u7f72\u65f6\u95f4\u5f88\u5feb\uff0c\u56e0\u4e3a\u7531\u4e8e\u4ee3\u7801\u6216\u914d\u7f6e\u66f4\u6539\uff0c\u53d7\u5f71\u54cd\u7684\u7ec4\u4ef6\u6570\u91cf\u5c06\u5f88\u5c11<\/li>\n\n\n\n<li>\u4e2a\u4eba\u7ec4\u7ec7\u5728\u4e0d\u540c\u5730\u57df\u7684\u4e1a\u52a1\u7528\u6237\u5f80\u5f80\u6709\u4e0d\u540c\u7684\u5de5\u4f5c\u98ce\u683c\u7684\u60c5\u51b5\u4e0b\u6548\u679c\u6700\u597d\uff0c\u7ec4\u7ec7\u53ef\u4ee5\u6839\u636e\u4ed6\u4eec\u559c\u6b22\u7684\u5de5\u4f5c\u98ce\u683c\u8fdb\u884c\u5b9a\u5236<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-multi-org-multi-orgs-approach-master-org-sync-example\">1. \u591a\u7ec4\u7ec7\u591a\u7ec4\u7ec7\u65b9\u6cd5\u2014\u2014\u4e3b\u7ec4\u7ec7\u540c\u6b65\u793a\u4f8b<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/i0.wp.com\/www.apexhours.com\/wp-content\/uploads\/2021\/06\/Multi-Org-Multi-Orgs-Approach.png?ssl=1\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/03\/Multi-Org-Multi-Orgs-Approach.png\" alt=\"\" class=\"wp-image-4802\"\/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-multi-org-multi-orgs-approach-reporting-org-example\">2.<strong>\u591a\u7ec4\u7ec7\u591a\u7ec4\u7ec7\u65b9\u6cd5\u2014\u2014\u62a5\u544a\u7ec4\u7ec7\u793a\u4f8b<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"555\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/03\/image-27.png\" alt=\"\" class=\"wp-image-21171\" srcset=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/03\/image-27.png 1024w, https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/03\/image-27-900x488.png 900w, https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/03\/image-27-200x108.png 200w, https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/03\/image-27-768x416.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-multi-orgs-approach-without-reporting-org-example\">3.<strong>\u591a\u7ec4\u7ec7\u65b9\u6cd5\u2014\u2014\u4e0d\u62a5\u544a\u7ec4\u7ec7\u793a\u4f8b<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/i0.wp.com\/www.apexhours.com\/wp-content\/uploads\/2021\/06\/Without-Reporting-Org-Example.png?ssl=1\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/03\/Without-Reporting-Org-Example-1024x540-1.png\" alt=\"\" class=\"wp-image-4804\"\/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"new-single-org\">\u65b0\u5355\u4e00\u7ec4\u7ec7<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u8bbe\u7f6e\u5168\u65b0\u7684\u5355\u4e00\u7ec4\u7ec7<\/li>\n\n\n\n<li>\u5c06\u6570\u636e\u4ece\u65e5\u843d\u5e94\u7528\u7a0b\u5e8f\u8fc1\u79fb\u5230\u65b0\u7ec4\u7ec7<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"new-multi-org\">\u65b0\u5efa\u591a\u7ec4\u7ec7<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u8003\u8651 Salesforce \u9650\u5236\u3001\u4e1a\u52a1\u90e8\u95e8\u3001\u5408\u89c4\u6027\u3001\u62a5\u544a\u3001\u534f\u4f5c\u7b49\uff0c\u8bbe\u7f6e\u5168\u65b0\u7684\u591a\u7ec4\u7ec7\u3002<\/li>\n\n\n\n<li>\u5c06\u6570\u636e\u4ece\u65e5\u843d\u5e94\u7528\u7a0b\u5e8f\u8fc1\u79fb\u5230\u65b0\u7684\u591a\u7ec4\u7ec7<\/li>\n\n\n\n<li>\u5982\u6709\u5fc5\u8981\uff0c\u8bbe\u7f6e\u7ec4\u7ec7\u4e4b\u95f4\u7684\u96c6\u6210\u5e76\u8003\u8651\u62a5\u544a\u8981\u6c42<\/li>\n\n\n\n<li>\u8003\u8651\u6574\u5408\u3001\u8eab\u4efd\u6218\u7565<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"old-org-to-new-single-org-or-multi-orgs\">\u65e7\u7ec4\u7ec7\u5230\u65b0\u7684\u5355\u4e00\u7ec4\u7ec7\u6216\u591a\u7ec4\u7ec7<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u8003\u8651\u5c06\u6570\u636e\u548c\u5143\u6570\u636e\u4ece\u73b0\u6709\u7ec4\u7ec7\u8fc1\u79fb\u5230\u65b0\u7ec4\u7ec7<\/li>\n\n\n\n<li>\u5728\u8fc1\u79fb\u4e4b\u524d\u5206\u6790\u548c\u6e05\u7406\u6570\u636e<\/li>\n\n\n\n<li>\u4e0d\u8981\u5c06\u65e7\u7ec4\u7ec7\u7684\u6280\u672f\u503a\u52a1\u5e26\u5230\u65b0\u7ec4\u7ec7<\/li>\n\n\n\n<li>\u6d88\u9664\u6280\u672f\u503a\u52a1<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"continue-with-old-org\">\u7ee7\u7eed\u65e7\u7ec4\u7ec7<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u8003\u8651\u95ea\u7535\u8fc1\u79fb<\/li>\n\n\n\n<li>\u6d88\u9664\u6280\u672f\u503a\u52a1<\/li>\n\n\n\n<li>\u7b80\u5316\u4e1a\u52a1\u6d41\u7a0b\u4ee5\u6446\u8131\u590d\u6742\u6027<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"new-single-multi-orgs-+-continue-old-org\">\u65b0\u7684\u5355\/\u591a\u7ec4\u7ec7 + \u7ee7\u7eed\u65e7\u7ec4\u7ec7<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u4f7f\u7528\u65e7\u7ec4\u7ec7\u7684\u5b8c\u5168\u4e0d\u540c\u7684\u4e1a\u52a1\u90e8\u95e8\u3002\u4f8b\u5982\u4eba\u529b\u8d44\u6e90\u90e8<\/li>\n\n\n\n<li>\u65b0\u7ec4\u7ec7\u81f4\u529b\u4e8e\u5b8c\u5168\u72ec\u7acb\u7684\u4e1a\u52a1\u529f\u80fd<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"ripple-effect-on-changing-org-strategy\">\u6539\u53d8\u7ec4\u7ec7\u6218\u7565\u7684\u6d9f\u6f2a\u6548\u5e94<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/i0.wp.com\/www.apexhours.com\/wp-content\/uploads\/2021\/06\/image.png?ssl=1\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2023\/03\/image-26.png\" alt=\"\" class=\"wp-image-4805\"\/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"strategy-approach\">\u7b56\u7565\u65b9\u6cd5<\/h2>\n\n\n\n<figure 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