{"id":32816,"date":"2024-11-15T02:52:38","date_gmt":"2024-11-14T18:52:38","guid":{"rendered":"https:\/\/www.xiazhi.co\/?p=32816"},"modified":"2024-11-15T02:52:40","modified_gmt":"2024-11-14T18:52:40","slug":"how-to-measure-salesforce-user-adoption","status":"publish","type":"post","link":"https:\/\/www.xiazhi.co\/en\/how-to-measure-salesforce-user-adoption\/","title":{"rendered":"\u5982\u4f55\u8861\u91cf Salesforce \u7528\u6237\u91c7\u7528\u7387"},"content":{"rendered":"<p>\u4eca\u5929\uff0c\u6211\u4eec\u5c06\u8ba8\u8bba\u8861\u91cf Salesforce \u7528\u6237\u91c7\u7528\u7387\u3002\u8fd9\u5c06\u5411\u60a8\u7684\u516c\u53f8\u663e\u793a\u60a8\u7684\u7528\u6237\u662f\u5426\u771f\u7684\u5728 Salesforce \u4e2d\u767b\u5f55\u548c\u5de5\u4f5c\uff08\u6216\u6ca1\u6709\uff09\u3002\u5b83\u8fd8\u5c06\u63d0\u4f9b\u4ed6\u4eec\u5728 Salesforce \u4e2d\u6240\u505a\u7684\u5de5\u4f5c\u7684\u4e00\u822c\u6982\u8ff0\u3002<\/p>\n\n\n\n<p>\u63d0\u9ad8\u91c7\u7528\u7387\u5c06\u6709\u52a9\u4e8e\u60a8\u7684 Salesforce \u6295\u8d44\u56de\u62a5\u7387\uff0c\u56e0\u6b64\u7ba1\u7406\u5458\u9700\u8981\u5bc6\u5207\u5173\u6ce8\u662f\u4e00\u4ef6\u597d\u4e8b\u3002<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000004gHhLEAU\" target=\"_blank\" rel=\"noreferrer noopener\">AppExchange \u4e0a\u6709\u4e00\u4e2a\u514d\u8d39\u7684\u5e94\u7528\u7a0b\u5e8f<\/a>\uff0c\u4f46\u4eca\u5929\uff0c\u6211\u5c06\u5411\u60a8\u5c55\u793a\u5982\u4f55\u521b\u5efa\u81ea\u5df1\u7684\u91c7\u7528\u4eea\u8868\u677f\uff0c\u5b83\u53ef\u4ee5\u6839\u636e\u60a8\u7684\u7279\u5b9a\u8981\u6c42\u8fdb\u884c\u5b9a\u5236\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u6536\u96c6\u60a8\u7684\u7528\u6237\u91c7\u7528\u8981\u6c42<\/h2>\n\n\n\n<p>\u9996\u5148\uff0c\u6211\u4eec\u9700\u8981\u5f04\u6e05\u695a\u8fd9\u4e9b\u8981\u6c42\u3002\u8981\u505a\u5230\u8fd9\u4e00\u70b9\uff0c\u6211\u4eec\u9700\u8981\u95ee\u81ea\u5df1\u4e00\u4e9b\u95ee\u9898\u3002<\/p>\n\n\n\n<p>\u201c\u6211\u4eec\u7684\u7528\u6237<strong>\u5e94\u8be5<\/strong>\u5728 Salesforce \u4e2d\u505a\u4ec0\u4e48\uff1f\u201d\u8fd9\u5c31\u662f\u60a8\u7684\u5229\u76ca\u76f8\u5173\u8005\u3001\u9886\u5bfc\u548c\u7ba1\u7406\u56e2\u961f\u81f3\u5173\u91cd\u8981\u7684\u5730\u65b9\u3002\u4e0e\u7ec4\u7ec7\u4e2d\u7684\u6bcf\u4e2a\u56e2\u961f\u4e00\u8d77\u5750\u4e0b\u6765\u95ee\uff1a\u201c\u60a8\u5e0c\u671b\u5728 Salesforce \u4e2d\u770b\u5230\u60a8\u7684\u56e2\u961f\u7684\u4ec0\u4e48\uff1f\u60a8\u7684\u7528\u6237\u5e94\u8be5\u5728 Salesforce \u4e2d\u505a\u4ec0\u4e48\uff1f<\/p>\n\n\n\n<p>\u4f5c\u4e3a\u7ba1\u7406\u5458\uff0c\u6211\u4eec\u77e5\u9053\u7528\u6237\u53ef\u80fd\u4f1a\u5b9a\u671f\u505a\u4e00\u4e9b\u4e8b\u60c5\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Login<\/li>\n\n\n\n<li>\u7f16\u8f91\u8bb0\u5f55<\/li>\n\n\n\n<li>\u521b\u5efa\u8bb0\u5f55<\/li>\n<\/ul>\n\n\n\n<p>\u6211\u4eec\u7684\u9886\u5bfc\u56e2\u961f\u5728\u53d1\u73b0\u4f1a\u8bae\u671f\u95f4\u4e3a\u6211\u4eec\u63d0\u4f9b\u4e86\u66f4\u591a\u8be6\u7ec6\u4fe1\u606f\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u521b\u9020\u673a\u4f1a<\/li>\n\n\n\n<li>\u66f4\u65b0 Opportunity\uff08\u7279\u522b\u662f Next Steps \u548c Stage \u5b57\u6bb5\uff09<\/li>\n\n\n\n<li>\u66f4\u65b0 Leads\uff08\u7279\u522b\u662f Status \u5b57\u6bb5\u5e76\u8f6c\u6362\u4e3a Contacts\uff09<\/li>\n\n\n\n<li>\u65e5\u5fd7\u8bb0\u5f55\u6d3b\u52a8<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\u521b\u5efa\u60a8\u7684\u7528\u6237\u91c7\u7528\u4eea\u8868\u677f<\/h2>\n\n\n\n<p>\u4f7f\u7528\u8fd9\u4e9b\u4fe1\u606f\uff0c\u6211\u4eec\u53ef\u4ee5\u6784\u5efa\u6211\u4eec\u7684\u62a5\u544a\u548c\u4eea\u8868\u677f\u3002\u8ba9\u6211\u4eec\u4ece\u8bbe\u7f6e Report Folder \u548c Dashboard Folder \u5f00\u59cb\u3002<\/p>\n\n\n\n<p>\u5bfc\u822a\u5230 Reports -&gt; New Folder -&gt;\u5c06\u5176\u547d\u540d\u4e3a \u201cUser Adoption Reports\u201d<\/p>\n\n\n\n<p>\u5bfc\u822a\u5230 Dashboards -&gt; New Folder -&gt;\u5c06\u5176\u547d\u540d\u4e3a \u201cAdministrator Dashboards\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/unnamed-118.png\" alt=\"\" class=\"wp-image-87589\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/unnamed-119.png\" alt=\"\" class=\"wp-image-87590\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u7528\u6237\u62a5\u544a<\/h3>\n\n\n\n<p>\u6211\u4eec\u8981\u6784\u5efa\u7684\u7b2c\u4e00\u7ec4\u62a5\u544a\u662f User reports\uff08\u7528\u6237\u62a5\u544a\uff09\uff0c\u5b83\u5c06\u5305\u542b\u4ee5\u4e0b\u7ec4\u4ef6\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6d3b\u52a8\u7528\u6237\u6570<\/li>\n\n\n\n<li>\u672a\u767b\u5f55\u7684\u7528\u6237\uff08\u8fc7\u53bb 7 \u5929\uff09<\/li>\n\n\n\n<li>\u8fc7\u53bb 7 \u5929\u5185\u7684\u7528\u6237\u767b\u5f55\u6b21\u6570<\/li>\n\n\n\n<li>\u6309\u4e0a\u6b21\u767b\u5f55\u65e5\u671f\u5212\u5206\u7684\u7528\u6237\u6570<\/li>\n<\/ul>\n\n\n\n<p>\u8fd9\u4e9b\u62a5\u544a\u5c06\u544a\u8bc9\u6211\u4eec\u8c01\u7684\u767b\u5f55\u9891\u7387\u4e0d\u591f\u9ad8\uff08\u81f3\u5c11\u6bcf\u5929\u4e00\u6b21\uff0c\u5e76\u4e14\u81f3\u5c11\u5728\u4e00\u5468\u4e2d\u7684\u591a\u5929\uff09\u3002\u60a8\u53ef\u4ee5\u6839\u636e\u9700\u8981\u8c03\u6574\u8fd9\u4e9b\u65e5\u671f\u65f6\u95f4\u6bb5\u3002\u6240\u6709\u8fd9\u4e9b\u62a5\u544a\u90fd\u5c06\u4f4d\u4e8e User \u5bf9\u8c61\u4e0a\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-12.25.38-PM-1.png\" alt=\"\" class=\"wp-image-91379\"\/><\/figure>\n\n\n\n<p>\u6700\u91cd\u8981\u7684\u5b57\u6bb5\u662f \u201c\u767b\u5f55\u65e5\u671f\/\u65f6\u95f4\u201d\u3002\u5f53\u60a8\u5c06\u6b64\u5b57\u6bb5\u4ece\u62a5\u8868\u4e2d\u79fb\u51fa\u65f6\uff0c\u60a8\u5c06\u770b\u5230\u6bcf\u4e2a User \u8868\u793a\u4e3a\u4e00\u884c\u3002\u8fd9\u975e\u5e38\u9002\u5408\u4ec5\u8ba1\u7b97\u6d3b\u52a8\u7528\u6237\u6570\u6216\u4ec5\u67e5\u770b\u201c\u4e0a\u6b21\u767b\u5f55\u201d\u7684\u62a5\u8868\u3002\u4f46\u6211\u4eec\u7684\u4e00\u4e9b\u62a5\u544a\u5c06\u5173\u6ce8\u603b\u9891\u7387\u3002\u5728\u62a5\u544a\u4e2d\u6dfb\u52a0\u201c\u767b\u5f55\u65e5\u671f\/\u65f6\u95f4\u201d\u5b57\u6bb5\u5c06\u663e\u793a\u6bcf\u4e2a\u7b26\u5408\u6761\u4ef6\u7684\u7528\u6237\u7684\u6bcf\u6b21\u767b\u5f55 &#8211; \u8fd9\u5bf9\u4e8e\u67e5\u770b\u5355\u4e2a\u7528\u6237\u591a\u6b21\u767b\u5f55\u975e\u5e38\u6709\u7528\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-12.59.15-PM.png\" alt=\"\" class=\"wp-image-91364\"\/><\/figure>\n\n\n\n<p>\u6b64\u62a5\u544a\u4ec5\u663e\u793a \u201cLast Login\u201d \u5217;\u5b83\u4e0d\u5305\u62ec \u201cLogin Date\/Time\u201d \u5217\uff0c\u6bcf\u4e2a\u7528\u6237\u4ee3\u8868\u4e00\u6b21\u3002<\/p>\n\n\n\n<p>\u8fd9\u662f\u5b8c\u5168\u76f8\u540c\u7684\u62a5\u544a\uff08\u5982\u4e0b\uff09\uff0c\u4f46\u6211\u5305\u542b\u4e86\u201cLogin Date\/Time\u201d\u5b57\u6bb5\uff0c\u4ee5\u4fbf\u60a8\u53ef\u4ee5\u67e5\u770b\u4eba\u4eec\u767b\u5f55\u7684\u9891\u7387\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-1.03.07-PM.png\" alt=\"\" class=\"wp-image-91369\"\/><\/figure>\n\n\n\n<p>Eleanor \u548c Hazel \u4f1a\u5b9a\u671f\u767b\u5f55\uff0c\u4f46 Chloe \u53ea\u767b\u5f55\u8fc7\u4e00\u6b21\u3002<\/p>\n\n\n\n<p>\u6211\u4eec\u7684\u7b2c\u4e00\u4efd\u62a5\u544a\u53ea\u662f\u8ba1\u7b97\u6211\u4eec\u5728 Salesforce \u4e2d\u6709\u591a\u5c11\u6d3b\u8dc3\u7528\u6237\u3002\u6211\u4eec\u5e0c\u671b\u6392\u9664 \u201cLogin Date\/Time\u201d \u5b57\u6bb5\uff0c\u56e0\u4e3a\u6211\u4eec\u73b0\u5728\u4e0d\u8ba1\u7b97\u6bcf\u6b21\u767b\u5f55\u3002\u6211\u4eec\u552f\u4e00\u7684\u7b5b\u9009\u5668\u5c06\u662f Active = TRUE\uff0c\u6211\u4eec\u8fd8\u5c06\u6392\u9664\u81ea\u52a8\u521b\u5efa\u7684 Salesforce \u7528\u6237\uff0c\u56e0\u4e3a\u8fd9\u4e9b\u7528\u6237\u4e0d\u8ba1\u5165\u6211\u4eec\u7684\u8bb8\u53ef\u8bc1\u4f7f\u7528\u91cf\u3002\u6211\u4eec\u5c06\u5728\u4eea\u8868\u677f\u4e0a\u4f7f\u7528\u5b83\uff0c\u56e0\u6b64\u8ba9\u6211\u4eec\u6309 \u201cUsername\u201d \u8fdb\u884c\u5206\u7ec4\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-1.09.41-PM.png\" alt=\"\" class=\"wp-image-91368\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-1.11.59-PM.png\" alt=\"\" class=\"wp-image-91367\"\/><\/figure>\n\n\n\n<p>\u7136\u540e\u6211\u4eec\u53ef\u4ee5\u5c06\u6b64\u62a5\u544a\u6dfb\u52a0\u5230\u6211\u4eec\u7684\u4eea\u8868\u677f\u4e2d\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/unnamed-124.png\" alt=\"\" class=\"wp-image-87599\"\/><\/figure>\n\n\n\n<p>\u5728\u4eea\u8868\u677f\u7f16\u8f91\u5c4f\u5e55\u4e2d\uff0c\u6211\u4eec\u53ef\u4ee5\u4f7f\u7528\u76f8\u540c\u7684\u62a5\u544a\u5bf9\u672a\u767b\u5f55\u65f6\u95f4\u6700\u957f\u7684\u7528\u6237\u8fdb\u884c\u5806\u53e0\u6392\u540d\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-1.16.22-PM.png\" alt=\"\" class=\"wp-image-91370\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-1.17.44-PM.png\" alt=\"\" class=\"wp-image-91371\"\/><\/figure>\n\n\n\n<p>\u6211\u4eec\u53ef\u4ee5\u83b7\u53d6\u521a\u521a\u521b\u5efa\u7684\u62a5\u8868\u5e76\u4fee\u6539\u8fc7\u6ee4\u5668\uff0c\u8c03\u6574\u5217\uff0c\u5e76\u4f7f\u7528 \u201cSave As\u201d \u521b\u5efa\u5176\u4f59\u7684\u62a5\u8868\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5728\u8fc7\u53bb 7 \u5929\u5185\u672a\u767b\u5f55\u7684\u7528\u6237\uff08\u7b5b\u9009 Last Login&nbsp;<em>\u4e0d\u7b49\u4e8e<\/em>&nbsp;LAST 7 DAYS\uff09\u3002<\/li>\n\n\n\n<li>\u8fc7\u53bb 7 \u5929\u5185\u7684\u70ed\u95e8\u767b\u5f55\u6b21\u6570\uff08\u7b5b\u9009\u6761\u4ef6\u201c\u767b\u5f55\u65e5\u671f\/\u65f6\u95f4<em>\u7b49\u4e8e<\/em>\u8fc7\u53bb 7 \u5929\u201d\uff09\u3002<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-1.28.29-PM.png\" alt=\"\" class=\"wp-image-91372\"\/><\/figure>\n\n\n\n<p>\u6839\u636e\u60a8\u7684\u8981\u6c42\uff0c\u60a8\u53ef\u80fd\u5e0c\u671b\u4e3a\u6bcf\u4e2a\u914d\u7f6e\u6587\u4ef6\u3001\u7ba1\u7406\u5668\u6216\u4f4d\u7f6e\u6dfb\u52a0 Users \u6570\u7684\u7ec4\u4ef6\u3002\u60a8\u8fd8\u53ef\u4ee5\u67e5\u770b\u4e00\u6bb5\u65f6\u95f4\u5185\u7684\u767b\u5f55\u8d8b\u52bf\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-1.33.11-PM-1.png\" alt=\"\" class=\"wp-image-91373\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Opportunity \u62a5\u544a<\/h3>\n\n\n\n<p>\u8ba9\u6211\u4eec\u7ee7\u7eed\u770b\u4eea\u8868\u677f\u7684 records \u90e8\u5206\u3002\u4ece Opportunities\uff08\u4f18\u5316\uff09\u5f00\u59cb\uff0c\u6211\u4eec\u5c06\u4e86\u89e3\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8fc7\u53bb 30 \u5929\u5185\u521b\u5efa\u7684 Opps\u3002<\/li>\n\n\n\n<li>\u5e74\u521d\u81f3\u4eca \uff08\u5e74\u521d\u81f3\u4eca\uff09 \u7684 Opps Creation \u8d8b\u52bf\u3002<\/li>\n\n\n\n<li>\u5df2\u7f16\u8f91 Opps Stage \u503c\uff08\u786e\u4fdd\u5df2\u542f\u7528 Field History\uff09\u3002<\/li>\n\n\n\n<li>Opps Edited \u2013 Next Steps\u3001Stage \u548c Created \uff08\u786e\u4fdd\u5df2\u542f\u7528 Field History\uff09\u3002<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-1.47.22-PM.png\" alt=\"\" class=\"wp-image-91374\"\/><\/figure>\n\n\n\n<p>\u663e\u793a102550100\u6761\u76ee\u641c\u7d22\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u62a5\u544a\u540d\u79f0<\/th><th>\u62a5\u544a\u7c7b\u578b<br><\/th><th>\u8fc7\u6ee4 \u5668<\/th><th>\u7b14\u8bb0<\/th><\/tr><\/thead><tbody><tr><td>\u6700\u8fd1 30 \u5929\u521b\u5efa\u7684 Opps<\/td><td>\u673a\u4f1a<\/td><td>\u521b\u5efa\u65e5\u671f = \u8fc7\u53bb 30 \u5929<\/td><td>\u663e\u793a\u4e3a\u6574\u6570\uff0c\u6216\u663e\u793a Amount \u7684\u603b\u548c\u3002\u6216\u8005\u663e\u793a\u6309 Opportunity Owner \u6216 Creator \u5206\u7ec4\u7684\u7f16\u53f7\u3002<\/td><\/tr><tr><td>Opps Created Trending YTD<\/td><td>\u673a\u4f1a<\/td><td>\u521b\u5efa\u65e5\u671f = \u4eca\u5e74<\/td><td>\u663e\u793a\u4e3a\u6c34\u5e73\u6761\u5f62\u56fe\uff0c\u4ee5\u4fbf\u8f7b\u677e\u67e5\u770b\u589e\u52a0\u6216\u51cf\u5c11\u3002\u6bcf\u6708\u6216\u6bcf\u5b63\u5ea6\u5206\u7ec4\u3002<\/td><\/tr><tr><td>Opps<\/td><td>Opportunity Field \u5386\u53f2\u8bb0\u5f55<\/td><td>\u7f16\u8f91\u65e5\u671f = \u4eca\u5e74\u3001\u4efb\u4f55\u9636\u6bb5\u3001\u5b57\u6bb5\u4e8b\u4ef6 = \u7531\u6f5c\u5728\u5ba2\u6237\u8f6c\u5316\u521b\u5efa\u3001\u5df2\u521b\u5efa\u3001\u4e0b\u4e00\u6b65\u3001\u9636\u6bb5<\/td><td>\u6309\u64cd\u4f5c\u5206\u89e3\u8fd9\u4e9b\u5185\u5bb9\uff0c\u6216\u7ec4\u5408\u663e\u793a\uff0c\u5c31\u50cf\u8fd9\u4e2a\u4f8b\u5b50\u4e00\u6837\u3002\u6c34\u5e73\u6761\u5f62\u56fe\uff0c\u7528\u4e8e\u53ef\u89c6\u5316\u968f\u65f6\u95f4\u63a8\u79fb\u7684\u589e\u52a0\u6216\u51cf\u5c11\u3002<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>\u5bf9\u7ec4\u7ec7\u4e2d\u7684\u5176\u4ed6\u5bf9\u8c61\u91cd\u590d\u6b64\u8fc7\u7a0b\uff08\u6839\u636e\u9700\u8981\uff09\u4ee5\u8bc4\u4f30\u91c7\u7528\u60c5\u51b5\u3002\u8bf7\u8bb0\u4f4f\uff0c<strong>\u5355\u4e2a\u4eea\u8868\u677f\u4e0a\u6700\u591a\u53ea\u80fd\u6709 20 \u4e2a\u7ec4\u4ef6<\/strong>\u3002\u56e0\u6b64\uff0c\u5982\u679c\u60a8\u6709\u5f88\u591a\uff0c\u5219\u53ef\u80fd\u9700\u8981\u6309\u56e2\u961f \/ \u5bf9\u8c61\u7c7b\u578b\u5c06\u5b83\u4eec\u5206\u5f00\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6f5c\u5728\u5ba2\u6237\u62a5\u544a<\/h3>\n\n\n\n<p>\u5bf9\u4e8e Leads \uff08\u6f5c\u5728\u5ba2\u6237\uff09\uff0c\u6211\u4eec\u6765\u770b\u4e00\u4e0b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5df2\u521b\u5efa\u6f5c\u5728\u5ba2\u6237<\/li>\n\n\n\n<li>\u6f5c\u5728\u5ba2\u6237\u521b\u5efa\u8d8b\u52bf<\/li>\n\n\n\n<li>\u5df2\u8f6c\u6362\u7684\u6f5c\u5728\u5ba2\u6237<\/li>\n\n\n\n<li>\u6f5c\u5728\u5ba2\u6237\u72b6\u6001\u7f16\u8f91<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-2.00.24-PM-1.png\" alt=\"\" class=\"wp-image-91375\"\/><\/figure>\n\n\n\n<p>\u663e\u793a102550100\u6761\u76ee\u641c\u7d22\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u62a5\u544a\u540d\u79f0<\/th><th>\u62a5\u544a\u7c7b\u578b<\/th><th>\u8fc7\u6ee4 \u5668<\/th><th>\u7b14\u8bb0<\/th><\/tr><\/thead><tbody><tr><td>\u5e74\u521d\u81f3\u4eca\u521b\u5efa\u7684\u673a\u4f1a\u548c\u5f15\u9886\u8d8b\u52bf\u7684\u5e74\u521d\u81f3\u4eca<\/td><td>\u5bfc\u81f4<\/td><td>\u521b\u5efa\u65e5\u671f = \u4eca\u5e74<\/td><td>\u8fd9\u662f\u4e00\u4e2a\u7528\u4e8e\u751f\u6210\u4e24\u4e2a\u4eea\u8868\u677f\u7ec4\u4ef6\u7684\u62a5\u8868\u3002\u53ea\u663e\u793a\u4e3a\u6574\u6570\uff0c\u7136\u540e\u663e\u793a\u4e3a\u6c34\u5e73\u6761\u5f62\u56fe\u3002<\/td><\/tr><tr><td>\u6f5c\u5728\u5ba2\u6237\u7f16\u8f91<\/td><td>\u6f5c\u5728\u5ba2\u6237\u5386\u53f2<\/td><td>\u7f16\u8f91\u65e5\u671f = \u4eca\u5e74\uff0c\u73b0\u573a\u4e8b\u4ef6 = \u5df2\u521b\u5efa\uff0c\u6f5c\u5728\u5ba2\u6237\u5df2\u8f6c\u5316\uff0c\u6f5c\u5728\u5ba2\u6237\u72b6\u6001<\/td><td>\u8fd9 3 \u6b21\u7f16\u8f91\u662f\u5df2\u5b8c\u6210\u5de5\u4f5c\u7684\u6700\u9ad8\u6307\u6807\uff0c\u56e0\u6b64\u6211\u4eec\u5e0c\u671b\u770b\u5230\u8fd9 3 \u6b21\u7f16\u8f91\u663e\u793a\u51fa\u6765\u3002<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6d3b\u52a8\u62a5\u544a<\/h3>\n\n\n\n<p>\u5982\u679c\u60a8\u7684\u7ec4\u7ec7\u4f7f\u7528 Activities\uff0c\u5e76\u4e14\u60a8\u5e0c\u671b Users \u6267\u884c\u65e5\u5fd7\u7535\u5b50\u90ae\u4ef6\u3001\u4e8b\u4ef6\u6216\u8ddf\u8e2a\u4f1a\u8bae\u7b49\u64cd\u4f5c\uff0c\u8fd9\u662f\u67e5\u770b\u4ed6\u4eec\u662f\u5426\u5728\u6267\u884c\u4ed6\u4eec\u5e94\u8be5\u6267\u884c\u7684\u64cd\u4f5c\u7684\u597d\u65b9\u6cd5\u3002\u6bd5\u7adf\uff0c\u7ba1\u7406\u5458\u7684\u5907\u7528\u77ed\u8bed\u662f\uff1a\u201c\u5982\u679c\u5b83\u4e0d\u5728 Salesforce \u4e2d\uff0c\u5b83\u5c31\u6ca1\u6709\u53d1\u751f\uff01<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-2.17.59-PM-1.png\" alt=\"\" class=\"wp-image-91376\"\/><\/figure>\n\n\n\n<p>\u663e\u793a102550100\u6761\u76ee\u641c\u7d22\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u62a5\u544a\u540d\u79f0<\/th><th>\u62a5\u544a\u7c7b\u578b<\/th><th>\u8fc7\u6ee4 \u5668<\/th><th>\u7b14\u8bb0<\/th><\/tr><\/thead><tbody><tr><td>\u4efb\u52a1\u521b\u5efa\u8d8b\u52bf<\/td><td>\u4efb\u52a1\u548c\u4e8b\u4ef6<\/td><td>\u521b\u5efa\u65e5\u671f = \u4eca\u5e74<\/td><td>\u8fd9\u662f\u4e00\u4e2a\u7528\u4e8e\u751f\u6210\u4e24\u4e2a\u4eea\u8868\u677f\u7ec4\u4ef6\u7684\u62a5\u8868\u3002\u53ea\u663e\u793a\u4e3a\u6574\u6570\uff0c\u7136\u540e\u663e\u793a\u4e3a\u6c34\u5e73\u6761\u5f62\u56fe\u3002\u6309\u7c7b\u578b\u6392\u5e8f\u53ef\u6dfb\u52a0\u6709\u4ef7\u503c\u7684\u8be6\u7ec6\u4fe1\u606f\u3002<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\u5c31\u662f\u8fd9\u6837\uff01\u6211\u4eec\u7684\u4eea\u8868\u677f\u662f\u5b8c\u6574\u7684\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screen-Shot-2021-09-09-at-2.25.42-PM-1.png\" alt=\"\" class=\"wp-image-91377\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">\u603b\u7ed3<\/h2>\n\n\n\n<p>\u5982\u679c\u60a8\u6b63\u5728\u65b0\u7ec4\u7ec7\u5de5\u4f5c\uff0c\u5219\u53ef\u80fd\u9700\u8981\u6bcf\u5929\u6216\u6bcf\u5468\u8ba2\u9605\u6b64\u63a7\u5236\u9762\u677f\uff0c\u5e76\u4e3a\u9677\u5165\u56f0\u5883\u7684\u7528\u6237\u6216\u56e2\u961f\u63d0\u4f9b\u989d\u5916\u7684\u57f9\u8bad\u3002\u5728\u7528\u6237\u91c7\u7528\u65b9\u9762\u6709\u5f88\u591a\u9009\u62e9\uff0c\u56e0\u6b64\u6211\u66f4\u559c\u6b22\u4e3a\u6b64\u5236\u4f5c\u81ea\u5df1\u7684\u4eea\u8868\u677f\uff0c\u800c\u4e0d\u662f\u4f7f\u7528\u5df2\u5b89\u88c5\u7684\u8f6f\u4ef6\u5305\u3002\u9664\u4e86\u6700\u521d\u7684 \u201cUser Login\u201d \u62a5\u544a\u4e4b\u5916\uff0c\u5927\u591a\u6570\u7ec4\u7ec7\u7684\u8981\u6c42\u90fd\u662f\u552f\u4e00\u7684\uff0c\u7279\u522b\u662f\u5f53\u4ed6\u4eec\u4f7f\u7528\u81ea\u5b9a\u4e49\u5bf9\u8c61\u65f6\u3002<\/p>\n\n\n\n<p>\u4e0d\u8fc7\uff0c\u9700\u8981\u6ce8\u610f\u7684\u4e00\u70b9\u662f\uff0c\u5982\u679c\u60a8\u4e0e\u9886\u5bfc\u56e2\u961f\u5171\u4eab\u6b64\u4eea\u8868\u677f\uff0c\u8fd9\u662f\u4e00\u4e2a<strong>\u7528\u6237\u91c7\u7528<\/strong>\u4eea\u8868\u677f \u2013 \u5b83\u4e0d\u662f\u4e3a\u4e86\u663e\u793a\u60a8\u7684\u7528\u6237\u662f\u5426\u505a\u5f97\u201c\u597d\u201d\u3002\u5982\u679c\u60a8\u7684\u9886\u5bfc\u56e2\u961f\u5e0c\u671b\u67e5\u770b\u6709\u5173\u6570\u636e\u8d28\u91cf\u3001\u8d62\u7387\u6216\u7ba1\u9053\u589e\u957f\u7684\u6307\u6807\uff0c\u5219\u5e94\u5c06\u8fd9\u4e9b\u6307\u6807\u6dfb\u52a0\u5230\u5355\u72ec\u7684\u63a7\u5236\u9762\u677f\u4e2d\u3002<\/p>\n\n\n\n<p>\u5bf9\u4e8e\u6b64\u4eea\u8868\u677f\uff0c\u8981\u8bb0\u4f4f\u7684\u53e6\u4e00\u4ef6\u91cd\u8981\u4e8b\u60c5\u662f\u65e5\u671f\u4ee5\u53ca\u73b0\u5b9e\u751f\u6d3b\u4e2d\u7684\u4eba\u6027\u3002\u4f8b\u5982\uff0c\u5982\u679c\u672c\u6708\u7684\u767b\u5f55\u91cf\u6025\u5267\u4e0b\u964d\uff0c\u60a8\u4e0d\u60f3\u60ca\u614c \u2013 \u8fd9\u53ef\u80fd\u662f\u8be5\u6708\u7684\u7b2c\u4e00\u5929\u3001\u91cd\u5927\u5047\u671f\uff0c\u6216\u8005\u7528\u6237\u53ef\u80fd\u6b63\u5728\u4f11\u5047\u6216\u4e8b\u5047\u3002\u91cd\u8981\u7684\u662f\u4e0d\u8981\u505a\u51fa\u5047\u8bbe\u3002<\/p>\n\n\n\n<p>\u65e0\u8bba\u60a8\u51b3\u5b9a\u5982\u4f55\u4f7f\u7528\u6b64\u4eea\u8868\u677f\uff0c\u6211\u5e0c\u671b\u60a8\u80fd\u4e3a\u60a8\u7684\u7ec4\u7ec7\u53d6\u5f97\u6210\u529f\uff01<\/p>\n<div class=\"pld-like-dislike-wrap pld-template-1\">\r\n    <div class=\"pld-like-wrap  pld-common-wrap\">\r\n    <a href=\"javascript:void(0)\" class=\"pld-like-trigger pld-like-dislike-trigger\" title=\"\" data-post-id=\"32816\" data-trigger-type=\"like\" data-restriction=\"cookie\" data-already-liked=\"0\">\r\n                        <i class=\"fas fa-thumbs-up\"><\/i>\r\n                <\/a>\r\n    <span class=\"pld-like-count-wrap pld-count-wrap\">0    <\/span>\r\n<\/div><div class=\"pld-dislike-wrap  pld-common-wrap\">\r\n    <a href=\"javascript:void(0)\" class=\"pld-dislike-trigger pld-like-dislike-trigger\" title=\"\" data-post-id=\"32816\" data-trigger-type=\"dislike\" data-restriction=\"cookie\" data-already-liked=\"0\">\r\n                        <i class=\"fas fa-thumbs-down\"><\/i>\r\n                <\/a>\r\n    <span class=\"pld-dislike-count-wrap pld-count-wrap\">0<\/span>\r\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>\u4eca\u5929\uff0c\u6211\u4eec\u5c06\u8ba8\u8bba\u8861\u91cf Salesforce \u7528\u6237\u91c7\u7528\u7387\u3002\u8fd9\u5c06\u5411\u60a8\u7684\u516c\u53f8\u663e\u793a\u60a8\u7684\u7528\u6237\u662f\u5426\u771f\u7684\u5728 Salesfor [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":32836,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"class_list":["post-32816","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/32816","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/comments?post=32816"}],"version-history":[{"count":1,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/32816\/revisions"}],"predecessor-version":[{"id":32837,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/32816\/revisions\/32837"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/media\/32836"}],"wp:attachment":[{"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/media?parent=32816"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/categories?post=32816"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/tags?post=32816"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}