{"id":33044,"date":"2024-11-23T15:47:13","date_gmt":"2024-11-23T07:47:13","guid":{"rendered":"https:\/\/www.xiazhi.co\/?p=33044"},"modified":"2024-11-23T15:53:42","modified_gmt":"2024-11-23T07:53:42","slug":"sales-targets","status":"publish","type":"post","link":"https:\/\/www.xiazhi.co\/en\/sales-targets\/","title":{"rendered":"\u5728 Salesforce \u4e2d\u8861\u91cf\u9500\u552e\u76ee\u6807\u7684 4 \u79cd\u65b9\u6cd5"},"content":{"rendered":"<p>\u8bb8\u591a\u9ad8\u7ba1\u5728\u8bd5\u56fe\u5728 Salesforce \u4e2d\u8861\u91cf\u9500\u552e\u76ee\u6807\u65f6\u611f\u5230\u975e\u5e38\u6cae\u4e27\u3002<\/p>\n\n\n\n<p>\u4e5f\u8bb8\u4f60\u5c31\u662f\u5176\u4e2d\u4e4b\u4e00\u3002<\/p>\n\n\n\n<p>\u50cf\u5176\u4ed6\u4eba\u4e00\u6837\uff0c\u60a8\u751a\u81f3\u53ef\u80fd\u5f92\u52b3\u5730\u641c\u7d22\u4e86 Targets \u9009\u9879\u5361\u3002\uff08\u5982\u679c\u60a8\u4ecd\u5728\u5bfb\u627e\uff0c\u8bf7\u7acb\u5373\u505c\u6b62;\u5b83\u4e0d\u5b58\u5728\uff09\u3002<\/p>\n\n\n\n<p>\u5e78\u8fd0\u7684\u662f\uff0c\u5982\u679c\u60a8\u60f3\u77e5\u9053\u5982\u4f55\u5728 Salesforce \u4e2d\u8861\u91cf\u9500\u552e\u989d\u4e0e\u914d\u989d\uff0c\u90a3\u4e48\u60a8\u6765\u5bf9\u5730\u65b9\u4e86\u3002<\/p>\n\n\n\n<p>\u8fd9\u662f\u56e0\u4e3a\u6211\u5c06\u5411\u60a8\u5c55\u793a\u5982\u4f55\u56de\u7b54 Salesforce \u4e2d\u7684\u914d\u989d\u7ba1\u7406\u7684\u4e24\u4e2a\u57fa\u672c\u95ee\u9898\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9996\u5148\uff0c\u5386\u53f2\u9500\u552e\u4e1a\u7ee9\u5982\u4f55\u4e0e Target \u76f8\u63d0\u5e76\u8bba\uff1f\u60a8\u53ef\u80fd\u5e0c\u671b\u4e3a\u4e2a\u4eba\u4ee3\u8868\u3001\u56e2\u961f\u548c\u6574\u4e2a\u516c\u53f8\u4e86\u89e3\u8fd9\u4e00\u70b9\u3002<\/li>\n\n\n\n<li>\u5176\u6b21\uff0c\u6f0f\u6597\u662f\u5426\u8db3\u591f\u5927\uff0c\u8db3\u4ee5\u5728\u672c\u6708\u3001\u4e0b\u4e2a\u6708\u6216\u4e0b\u4e2a\u5b63\u5ea6\u5b9e\u73b0\u76ee\u6807\uff1f\u6362\u53e5\u8bdd\u8bf4\uff0c\u662f\u5426\u6709\u8db3\u591f\u7684<a href=\"https:\/\/www.xiazhi.co\/en\/archives\/%e5%b8%b8%e8%a7%81%e7%9a%84crm%e9%94%80%e5%94%ae%e7%ae%a1%e9%81%93%ef%bc%88%e9%94%80%e5%94%ae%e6%bc%8f%e6%96%97%ef%bc%89%e8%a6%86%e7%9b%96%e7%8e%87%e7%9a%84%e9%97%ae%e9%a2%98\/\" title=\"CRM\u4e2d\u9500\u552e\u7ba1\u9053\u8d28\u91cf\u95ee\u9898\u548c\u6570\u636e\u5206\u6790\">\u7ba1\u9053\u8986\u76d6\u8303\u56f4<\/a>\uff1f<\/li>\n<\/ul>\n\n\n\n<p>\u5f88\u7b80\u5355\uff0c\u6ca1\u6709\u8fd9\u4e9b\u4fe1\u606f\uff0c\u4f60\u5c31\u662f\u5728\u76f2\u76ee\u98de\u884c\u3002\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u8981\u77e5\u9053\u54ea\u4e9b\u63a7\u4ef6\u9700\u8981\u8c03\u6574\u4ee5\u786e\u4fdd\u8fbe\u5230\u60a8\u7684\u9500\u552e\u76ee\u6807\u662f\u4e00\u9879\u6311\u6218\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Sales Target \u662f\u4ec0\u4e48\u610f\u601d\uff1f<\/strong><\/h3>\n\n\n\n<p>\u5728\u672c\u6587\u4e2d\uff0c\u6211\u4e3b\u8981\u4f7f\u7528\u201c\u76ee\u6807\u201d\u4e00\u8bcd\u3002<\/p>\n\n\n\n<p>\u5728\u60a8\u7684\u4f01\u4e1a\u4e2d\uff0c\u4e5f\u8bb8\u60a8\u66f4\u559c\u6b22\u201c\u914d\u989d\u201d\u3002\u6216\u8005\uff0c\u4e5f\u8bb8\u6bcf\u4e2a\u4eba\u90fd\u63d0\u5230\u4e86\u201c\u9884\u7b97\u201d\u3002<\/p>\n\n\n\n<p>\u53ef\u80fd\uff0c\u60a8\u8c08\u8bba\u7684\u662f\u201c\u51fb\u4e2d\u6570\u5b57\u201d\u3002<\/p>\n\n\n\n<p>\u5728\u8fd9\u91cc\uff0c\u6211\u5047\u8bbe\u5b83\u4eec\u90fd\u662f\u4e00\u56de\u4e8b\u3002\u9500\u552e\u76ee\u6807\u662f\u4e00\u6bb5\u65f6\u95f4\u5185\u7684\u7f8e\u5143\u6536\u5165\u76ee\u6807\u3002<\/p>\n\n\n\n<p>\u5f53\u7136\uff0c\u5b83\u4e0d\u9700\u8981\u662f\u7f8e\u5143\u3002<\/p>\n\n\n\n<p>\u76ee\u6807\u53ef\u4ee5\u662f\u82f1\u9551\u3001\u6b27\u5143\u6216\u4efb\u4f55\u5176\u4ed6\u8d27\u5e01\u3002\u60a8\u751a\u81f3\u53ef\u80fd\u5728\u60a8\u7684\u4e1a\u52a1\u4e2d\u4ee5\u591a\u79cd\u4e0d\u540c\u7684\u8d27\u5e01\u8bbe\u5b9a\u9500\u552e\u76ee\u6807\u3002<\/p>\n\n\n\n<p>\u4f60\u660e\u767d\u4e86\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e09\u79cd\u7c7b\u578b\u7684\u9500\u552e\u76ee\u6807<\/strong><\/h2>\n\n\n\n<p>\u6211\u4eec\u901a\u5e38\u5e0c\u671b\u8861\u91cf\u9500\u552e\u4eba\u5458\u3001\u56e2\u961f\u3001\u533a\u57df\u6216\u516c\u53f8\u7684\u9500\u552e\u989d\u4e0e\u76ee\u6807\u3002<\/p>\n\n\n\n<p>\u4f46\u662f\uff0c\u5728\u5927\u591a\u6570\u4f01\u4e1a\u4e2d\uff0c\u6211\u4eec\u5e0c\u671b\u6839\u636e\u4e09\u79cd\u7c7b\u578b\u7684\u76ee\u6807\u6765\u8861\u91cf\u9500\u552e\u989d\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. \u5386\u53f2\u9500\u552e\u76ee\u6807<\/h3>\n\n\n\n<p>\u5386\u53f2\u9500\u552e\u76ee\u6807\u662f\u8fc7\u53bb\u7684\u3002\u4f8b\u5982\uff0c\u4e0a\u4e2a\u6708\u3001\u4e0a\u5b63\u5ea6\u3001\u53bb\u5e74\u3002<\/p>\n\n\n\n<p>\u6211\u4eec\u53ea\u9700\u8981\u4e86\u89e3\u5386\u53f2\u9500\u552e\u76ee\u6807\u7684\u4e00\u4ef6\u4e8b\u3002\u9500\u552e\u6536\u5165\u662f\u5426\u9ad8\u4e8e\u6216\u4f4e\u4e8e\u76ee\u6807\uff1f<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/1_LastMonth-449x500-1.jpg\" alt=\"\u663e\u793a\u5386\u53f2\u9500\u552e\u76ee\u6807\u7684\u63a7\u5236\u9762\u677f\u56fe\u8868\u793a\u4f8b\u3002\" class=\"wp-image-48613\" title=\"Historic sales targets\"\/><\/figure>\n\n\n\n<p>\u63a5\u4e0b\u6765\uff0c\u6211\u4eec\u9700\u8981\u4e86\u89e3\u5f53\u524d\u671f\u95f4\u7684\u76ee\u6807\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. \u5f53\u524d\u9500\u552e\u76ee\u6807<\/h3>\n\n\n\n<p>\u8fd9\u4e9b\u662f\u6211\u4eec\u76ee\u524d\u6b63\u5728\u52aa\u529b\u5b9e\u73b0\u7684\u76ee\u6807\u3002\u4f8b\u5982\uff0c\u672c\u6708\u3001\u672c\u5b63\u5ea6\u3001\u4eca\u5e74\u3002<\/p>\n\n\n\n<p>\u4f46\u662f\uff0c\u6211\u4eec\u9700\u8981\u5c06\u76ee\u6807\u4e0e\u4e24\u4e2a\u91cf\u5ea6\u8fdb\u884c\u6bd4\u8f83\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/2_CurrentMonth-449x500-1.jpg\" alt=\"\u663e\u793a\u5f53\u6708\u9500\u552e\u989d\u4e0e\u76ee\u6807\u7684\u4eea\u8868\u677f\u56fe\u8868\u3002\" class=\"wp-image-48614\" title=\"Current month sales target chart\"\/><\/figure>\n\n\n\n<p>\u9996\u5148\uff0c\u5df2\u7ecf\u8d62\u5f97\u4e86\u9500\u552e\u6536\u5165\u3002<\/p>\n\n\n\n<p>\u4e8c\u662f\u7ba1\u9053\u5230\u671f\u5b8c\u5de5\u671f\u95f4\u7684\u89c4\u6a21\u3002<\/p>\n\n\n\n<p>\u6362\u53e5\u8bdd\u8bf4\uff0c\u7ba1\u9053\u8986\u76d6\u7387\u662f\u8ba1\u7b97\u6211\u4eec\u662f\u5426\u80fd\u5728\u5f53\u524d\u65f6\u671f\u5b9e\u73b0\u76ee\u6807\u914d\u989d\u7684\u91cd\u8981\u56e0\u7d20\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. \u672a\u6765\u7684\u9500\u552e\u76ee\u6807<\/h3>\n\n\n\n<p>\u8fd9\u4e9b\u76ee\u6807\u662f\u672a\u6765\u7684\u3002\u4f8b\u5982\uff0c\u4e0b\u4e2a\u6708\u3001\u4e0b\u5b63\u5ea6\u3001\u660e\u5e74\u3002<\/p>\n\n\n\n<p>\u5bf9\u4e8e\u8fd9\u4e9b\u76ee\u6807\uff0c\u6ca1\u6709\u8d62\u5355\u6536\u5165\uff0c\u56e0\u4e3a\u4ea4\u6613\u5c06\u6765\u65e0\u6cd5\u6210\u529f\u5b8c\u6210\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/3_NextMonth-449x500-1.jpg\" alt=\"\u663e\u793a\u4e0b\u4e2a\u6708\u9500\u552e\u76ee\u6807\u4e1a\u7ee9\u7684\u56fe\u8868\" class=\"wp-image-48615\" title=\"Next month sales targets\"\/><\/figure>\n\n\n\n<p>\u6362\u53e5\u8bdd\u8bf4\uff0c<a href=\"https:\/\/www.xiazhi.co\/en\/archives\/%e5%b8%b8%e8%a7%81%e7%9a%84crm%e9%94%80%e5%94%ae%e7%ae%a1%e9%81%93%ef%bc%88%e9%94%80%e5%94%ae%e6%bc%8f%e6%96%97%ef%bc%89%e8%a6%86%e7%9b%96%e7%8e%87%e7%9a%84%e9%97%ae%e9%a2%98\/\" title=\"CRM\u4e2d\u9500\u552e\u7ba1\u9053\u8d28\u91cf\u95ee\u9898\u548c\u6570\u636e\u5206\u6790\">\u7ba1\u9053\u8986\u76d6\u7387<\/a>\u662f\u738b\u9053\u3002\u6211\u4eec\u9700\u8981\u77e5\u9053\u7ba1\u9053\u662f\u5426\u8db3\u591f\u5927\uff0c\u8db3\u4ee5\u8ba9\u6211\u4eec\u5b9e\u73b0\u672a\u6765\u7684\u76ee\u6807\u3002<\/p>\n\n\n\n<p>\u8003\u8651\u5230\u8fd9\u4e00\u70b9\uff0c\u8ba9\u6211\u4eec\u770b\u770b\u5728 Salesforce \u4e2d\u8861\u91cf\u9500\u552e\u989d\u4e0e\u76ee\u6807\u7684\u56db\u79cd\u65b9\u6cd5\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5982\u4f55\u5728 Salesforce \u4e2d\u8861\u91cf\u9500\u552e\u76ee\u6807<\/strong><\/h2>\n\n\n\n<p>\u5728 Salesforce \u4e2d\uff0c\u6709\u56db\u4e2a\u9009\u9879\u53ef\u7528\u4e8e\u6839\u636e\u9500\u552e\u76ee\u6807\u8ddf\u8e2a\u7ee9\u6548\u3002<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u4eea\u8868\u677f\u4eea\u8868\u3002<\/li>\n\n\n\n<li>Forecasts \uff08\u9884\u6d4b\uff09 \u9009\u9879\u5361\u3002<\/li>\n\n\n\n<li>Lightning \u4e3b\u9875\u6027\u80fd\u56fe\u8868\u3002<\/li>\n\n\n\n<li>Leanx \u76ee\u6807\u8ddf\u8e2a\u5668\u3002<\/li>\n<\/ol>\n\n\n\n<p>\u603b\u7684\u6765\u8bf4\uff0c\u8fd9\u4e9b\u9009\u9879\u4e3a\u9500\u552e\u4eba\u5458\u548c\u7ecf\u7406\u63d0\u4f9b\u4e86\u4e0d\u540c\u7ea7\u522b\u7684\u4fe1\u606f\u548c\u76ee\u6807\u8ddf\u8e2a\u4f53\u9a8c\u3002<\/p>\n\n\n\n<p>\u6211\u4eec\u89e3\u91ca\u4e86\u6bcf\u4e2a\u9009\u9879\u7684\u5de5\u4f5c\u539f\u7406\u3001\u4f18\u7f3a\u70b9\uff0c\u4ee5\u53ca\u4f55\u65f6\u6bcf\u4e2a\u9009\u9879\u662f\u6700\u597d\u7684\u914d\u989d\u7ba1\u7406\u9009\u9879\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u9009\u9879 1 \u2013 \u4eea\u8868\u677f\u4eea\u8868<\/strong><\/h2>\n\n\n\n<p>\u6b64\u9009\u9879\u4f7f\u7528 Salesforce \u4eea\u8868\u677f\u4eea\u8868\u6765\u663e\u793a\u76ee\u6807\u7684\u603b\u4f53\u9500\u552e\u989d\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/4_Sales-Performance-Versus-Target-Chart-500x286-1.jpg\" alt=\"\u663e\u793a\u9500\u552e\u76ee\u6807\u7ee9\u6548\u7684\u4eea\u8868\u677f\u4eea\u8868\u3002\" class=\"wp-image-48616\" title=\"Sales target as a dashboard gauge\"\/><\/figure>\n\n\n\n<p>\u7bad\u5934\u6307\u793a\u5668\u663e\u793a\u8d62\u5f97\u7684\u9500\u552e\u989d\u3002\u5728\u4eea\u8868\u4e2d\uff0c\u4f7f\u7528\u7ea2\u8272\u3001\u7425\u73c0\u8272\u548c\u7eff\u8272\u6bb5\u5b9a\u4e49\u76f8\u5173\u65ad\u70b9\u3002\u4f8b\u5982\uff0c\u4f7f\u7528\u7425\u73c0\u8272\u8868\u793a 80% \u7684\u9500\u552e\u76ee\u6807\u5b9e\u73b0\u7387\uff0c\u7eff\u8272\u8868\u793a 100% \u7684\u9500\u552e\u76ee\u6807\u5b9e\u73b0\u7387\u3002<\/p>\n\n\n\n<p>\u8be5\u91cf\u8868\u4f9d\u8d56\u4e8e\u57fa\u7840\u9500\u552e\u62a5\u544a\u3002\u8be5\u62a5\u544a\u6c47\u603b\u4e86\u76f8\u5173\u671f\u95f4\u8d62\u5f97\u7684\u4ea4\u6613\u7684\u4ef7\u503c\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u4eea\u8868\u677f\u4eea\u8868\u7684\u4f18\u70b9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Report \u548c dashboard \u4eea\u8868\u7684\u8bbe\u7f6e\u7b80\u5355\u660e\u4e86\u3002<\/li>\n\n\n\n<li>\u8be5\u4eea\u8868\u662f\u76f4\u89c2\u5730\u4e86\u89e3\u914d\u989d\u6027\u80fd\u7684\u4e00\u79cd\u7b80\u5355\u65b9\u6cd5\u3002<\/li>\n\n\n\n<li>\u8fd9\u662f\u9488\u5bf9\u76ee\u6807\u7684\u9500\u552e\u4e1a\u7ee9\u7684\u5feb\u901f\u7b80\u5355\u9ad8\u7ea7\u6458\u8981\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u4eea\u8868\u65b9\u6cd5\u7684\u7f3a\u70b9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8be5\u91cf\u8868\u662f\u4e00\u4e2a\u7b80\u5355\u7684\u76ee\u6807\u6307\u6807\u3002\u4f8b\u5982\uff0c\u5728\u516c\u53f8\u7ea7\u522b\u8861\u91cf\u7ee9\u6548\u65f6\uff0c\u65e0\u6cd5\u770b\u5230\u5355\u4e2a\u9500\u552e\u4ee3\u8868\u6216\u9500\u552e\u56e2\u961f\u7684\u9500\u552e\u989d\u4e0e\u76ee\u6807\u9500\u552e\u989d\u3002<\/li>\n\n\n\n<li>\u9700\u8981\u4e3a\u6bcf\u4e2a\u76ee\u6807\u5468\u671f\u624b\u52a8\u91cd\u7f6e\u65ad\u70b9\u503c\u3002\u4f8b\u5982\uff0c\u5982\u679c\u73af\u6bd4\u76ee\u6807\u4e0d\u540c\uff0c\u5219\u6bcf\u6b21\u90fd\u9700\u8981\u66f4\u6539\u65ad\u70b9\u3002<\/li>\n\n\n\n<li>\u7ba1\u9053\u4ea4\u6613\u4e0d\u53ef\u89c1\u3002\u4e0d\u5e78\u7684\u662f\uff0c\u8fd9\u610f\u5473\u7740\u6211\u4eec\u4e0d\u77e5\u9053\u662f\u5426\u6709\u8db3\u591f\u7684\u7ba1\u9053\u8986\u76d6\u7387\u6765\u6ee1\u8db3\u4e0b\u4e2a\u6708\u7684\u9500\u552e\u76ee\u6807\u3002\u4f8b\u5982\uff0c\u6ca1\u6709\u4ec0\u4e48\u53ef\u4ee5\u544a\u8bc9\u6211\u4eec\u7684\uff0c\u5982\u679c\u8d62\u5f97 30% \u7684\u7ba1\u9053\u4ea4\u6613\u610f\u5473\u7740\u6211\u4eec\u5c06\u8d85\u51fa\u9884\u7b97\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u5982\u679c\u6ee1\u8db3\u4ee5\u4e0b\u6761\u4ef6\uff0c\u5219\u8fd9\u662f\u6b63\u786e\u7684\u9009\u62e9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u60a8\u9700\u8981\u975e\u5e38\u5feb\u901f\u5730\u8bbe\u7f6e\u76ee\u6807\u91cf\u5ea6\u3002\u5982\u679c\u60a8\u5728\u63a5\u4e0b\u6765\u7684 5 \u5206\u949f\u5185\u9700\u8981\u76ee\u6807\u8ddf\u8e2a\u89e3\u51b3\u65b9\u6848\uff0c\u8bf7\u4f7f\u7528\u6b64\u9009\u9879\u3002<\/li>\n\n\n\n<li>\u60a8\u53ea\u9700\u6839\u636e\u9500\u552e\u76ee\u6807\u8861\u91cf\u9876\u7ea7\u7ee9\u6548\u3002\u6216\u8005\uff0c\u5982\u679c\u60a8\u51c6\u5907\u6295\u5165\u65f6\u95f4\u4e3a\u4e2a\u4eba\u9500\u552e\u4eba\u5458\u548c\u6bcf\u4e2a\u56e2\u961f\u8bbe\u7f6e\u548c\u7ef4\u62a4\u7c7b\u4f3c\u7684\u4eea\u8868\uff0c\u8fd9\u662f\u4e00\u4e2a\u53ef\u4ee5\u63a5\u53d7\u7684\u9009\u62e9\u3002<\/li>\n\n\n\n<li>\u6bcf\u4e2a\u671f\u95f4\u7684\u9500\u552e\u76ee\u6807\u90fd\u76f8\u540c\u3002\u6362\u53e5\u8bdd\u8bf4\uff0c\u6ca1\u6709\u5fc5\u8981\u6bcf\u4e2a\u6708\u90fd\u4fee\u6539\u65ad\u70b9\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u4eea\u8868\u677f\u4eea\u8868\u662f\u7b80\u5355\u3001\u76f4\u63a5\u5730\u8861\u91cf\u9500\u552e\u76ee\u6807\u7684\u53ef\u884c\u9009\u62e9\u3002<\/p>\n\n\n\n<p>\u8bf7\u8bb0\u4f4f\uff0c\u5c06\u4eea\u8868\u4e0e\u5176\u4ed6\u4eea\u8868\u677f\u56fe\u8868\u548c\u62a5\u544a\u7ed3\u5408\u4f7f\u7528\uff0c\u4ee5\u5168\u9762\u4e86\u89e3\u9500\u552e\u4e1a\u7ee9\u548c\u7ba1\u9053\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u9009\u9879 2 \u2013 Salesforce Forecasts \u9009\u9879\u5361<\/strong><\/h2>\n\n\n\n<p><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sf.forecasts3_implement_intro.htm&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\">Forecasts \u9009\u9879\u5361<\/a>\u662f Salesforce \u4e2d\u7528\u4e8e\u76ee\u6807\u6d4b\u91cf\u7684\u6807\u51c6\u51fd\u6570\u3002<\/p>\n\n\n\n<p>\u8fd9\u662f\u6bd4\u8f83\u9500\u552e\u989d\u4e0e\u914d\u989d\u7684\u9ad8\u7ea7\u65b9\u6cd5\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/5_screenshot6_forecasts_tab.jpg\" alt=\"\u4f7f\u7528 Salesforce \u4e2d\u7684 Forecasts \u9009\u9879\u5361\u7684\u62a5\u8868\u793a\u4f8b\u3002\" class=\"wp-image-48617\" title=\"Forecasts tab in Salesforce\"\/><\/figure>\n\n\n\n<p>\u60a8\u53ef\u4ee5\u5728 Forecasts \uff08\u9884\u6d4b\uff09 \u9009\u9879\u5361\u4e2d\u67e5\u770b\u6709\u52a9\u4e8e\u9500\u552e\u76ee\u6807\u7684 Closed Won \uff08\u5df2\u7ed3\u675f\u7684 Won\uff09 \u5546\u673a\u3002<\/p>\n\n\n\n<p>\u7ba1\u9053\u4ea4\u6613\u4e5f\u51fa\u73b0\u4e86\u3002\u56e0\u6b64\uff0c\u7ba1\u7406\u4eba\u5458\u62e5\u6709\u6709\u5173\u6f0f\u6597\u5f3a\u5ea6\u548c\u5b9e\u73b0\u9500\u552e\u76ee\u6807\u7684\u53ef\u80fd\u6027\u7684\u5b9d\u8d35\u4fe1\u606f\u3002<\/p>\n\n\n\n<p>\u7ecf\u7406\u53ef\u4ee5\u8986\u76d6\u5176\u76f4\u63a5\u4e0b\u5c5e\u6240\u505a\u7684\u9884\u6d4b\u3002\u4f8b\u5982\uff0c\u4ed6\u4eec\u53ef\u4ee5\u66f4\u6539\u603b\u4f53\u4f30\u8ba1\u4ee5\u5e73\u8861\u9500\u552e\u4eba\u5458\u7684\u8fc7\u5ea6\u4e50\u89c2\u6216\u60b2\u89c2\u60c5\u7eea\u3002<\/p>\n\n\n\n<p>\u4f46\u662f\uff0c\u6709\u4e00\u4e2a\u7f3a\u70b9\u3002<\/p>\n\n\n\n<p>\u8bb8\u591a\u9500\u552e\u4eba\u5458\u548c\u7ecf\u7406\u53d1\u73b0 Forecasts \u9009\u9879\u5361\u7684\u53c2\u4e0e\u5ea6\u5f88\u9ad8\u3002\u8be5\u529f\u80fd\u4f7f\u7528\u8d77\u6765\u5f88\u6709\u6311\u6218\u6027\u3002<\/p>\n\n\n\n<p>\u56e0\u6b64\uff0c\u9700\u8981\u5927\u91cf\u7684\u57f9\u8bad\u548c\u6307\u5bfc\u624d\u80fd\u6210\u529f\u4f7f\u7528 Forecasts \u9009\u9879\u5361\u6765\u8ddf\u8e2a\u9500\u552e\u76ee\u6807\u7684\u7ee9\u6548\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Forecasts \u9009\u9879\u5361\u7684\u4f18\u70b9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5728\u4e2a\u4eba\u3001\u56e2\u961f\u3001\u516c\u53f8\u548c\u4ea7\u54c1\u7cfb\u5217\u7ea7\u522b\u8bbe\u5b9a\u9500\u552e\u76ee\u6807\u3002<\/li>\n\n\n\n<li>\u6839\u636e\u673a\u4f1a\u9884\u6d4b\u7c7b\u522b\uff08\u8d62\u5355\u3001\u5df2\u63d0\u4ea4\u3001\u7ba1\u9053\u548c\u6700\u4f73\u60c5\u51b5\uff09\u6839\u636e\u914d\u989d\u8ddf\u8e2a\u7ee9\u6548\u3002<\/li>\n\n\n\n<li>\u7ecf\u7406\u53ef\u4ee5\u8986\u76d6\u5176\u76f4\u63a5\u4e0b\u5c5e\u63d0\u4ea4\u7684\u9884\u6d4b\u3002\u8fd9\u6837\u505a\u4f1a\u6839\u636e\u5f53\u524d\u548c\u672a\u6765\u7684\u56e2\u961f\u76ee\u6807\u4fee\u6539\u9884\u671f\u6027\u80fd\u3002<\/li>\n\n\n\n<li>\u53ef\u67e5\u770b\u7684\u5386\u53f2\u8bb0\u5f55\uff0c\u7528\u4e8e\u4e86\u89e3\u8fc7\u53bb\u63d0\u4ea4\u7684\u9884\u6d4b\u7684\u51c6\u786e\u6027\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Forecasts \u9009\u9879\u5361\u7684\u7f3a\u70b9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0e Salesforce \u529f\u80fd\u7684\u5176\u4ed6\u533a\u57df\u76f8\u6bd4\uff0cForecasts \u9009\u9879\u5361\u5f88\u96be\u7ef4\u62a4\u548c\u4f7f\u7528\u3002<\/li>\n\n\n\n<li>\u56e0\u6b64\uff0c\u5b83\u9700\u8981\u5bf9\u9500\u552e\u4ee3\u8868\u53ca\u5176\u7ecf\u7406\u8fdb\u884c\u8be6\u7ec6\u7684\u57f9\u8bad\u3002<\/li>\n\n\n\n<li>\u9500\u552e\u4eba\u5458\u624b\u52a8\u66f4\u65b0\u4ed6\u4eec\u7684\u9884\u6d4b\uff0c\u4ee5\u4f7f\u6574\u4f53\u9500\u552e\u9884\u6d4b\u66f4\u52a0\u53ef\u9760\u3002\u8fd9\u610f\u5473\u7740\u6574\u4e2a\u56e2\u961f\u7684\u9ad8\u5ea6\u627f\u8bfa\u5bf9\u4e8e\u4ece Forecasts \u9009\u9879\u5361\u83b7\u5f97\u5168\u90e8\u597d\u5904\u81f3\u5173\u91cd\u8981\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u5982\u679c\u6ee1\u8db3\u4ee5\u4e0b\u6761\u4ef6\uff0c\u5219\u8fd9\u662f\u6b63\u786e\u7684\u9009\u62e9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u60a8\u6709\u590d\u6742\u7684\u76ee\u6807\u6d4b\u91cf\u8981\u6c42\u3002<\/li>\n\n\n\n<li>\u5728\u60a8\u7684\u4f01\u4e1a\u4e2d\uff0c\u7ecf\u7406\u901a\u5e38\u4f1a\u8986\u76d6\u5176\u9500\u552e\u4eba\u5458\u63d0\u4ea4\u7684\u9884\u6d4b\u3002<\/li>\n\n\n\n<li>\u9500\u552e\u56e2\u961f\u6210\u719f\uff0c\u516c\u53f8\u5bf9 Salesforce \u7528\u6237\u91c7\u7528\u7387\u5f88\u9ad8\u3002<\/li>\n\n\n\n<li>\u4e3a\u9500\u552e\u4eba\u5458\u548c\u7ecf\u7406\u63d0\u4f9b\u9002\u5f53\u7684\u57f9\u8bad\u3002<\/li>\n<\/ul>\n\n\n\n<p>Salesforce Forecasts \u9009\u9879\u5361\u63d0\u4f9b\u5f3a\u5927\u7684\u76ee\u6807\u8ddf\u8e2a\u548c\u9884\u6d4b\u529f\u80fd\u3002\u4f46\u662f\uff0c\u6210\u529f\u7684\u63a8\u51fa\u548c\u6301\u7eed\u91c7\u7528\u9700\u8981\u9002\u5f53\u7684\u89c4\u5212\u548c\u51c6\u5907\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u9009\u9879 3 \u2013 Lightning \u4e3b\u9875\u5b63\u5ea6\u7ee9\u6548\u56fe\u8868<\/strong><\/h2>\n\n\n\n<p>\u60a8\u53ef\u80fd\u5df2\u7ecf\u5728&nbsp;<a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sf.basics_home_page.htm&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce Lightning \u4e3b\u9875<\/a>\u4e0a\u770b\u5230\u8fc7\u5b63\u5ea6\u7ee9\u6548\u56fe\u8868\u3002<\/p>\n\n\n\n<p>\u4e0b\u9762\u662f\u4e00\u4e2a\u793a\u4f8b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/quarterly_performance_chart_lightning.jpg\" alt=\"Salesforce \u4e2d Lightning \u4e3b\u9875\u4e0a\u7684\u5b63\u5ea6\u9500\u552e\u4e1a\u7ee9\u56fe\u8868\" class=\"wp-image-36949\" title=\"Quarterly performance chart\"\/><\/figure>\n\n\n\n<p>\u7eff\u7ebf\u662f\u9500\u552e\u76ee\u6807\u3002\u6a59\u8272\u7ebf\u663e\u793a\u5df2\u7ed3\u675f\u7684 Won \u5546\u673a\u7684\u503c\u3002<\/p>\n\n\n\n<p>\u84dd\u7ebf\u663e\u793a Closed-won \u548c Opportunities over 70% pro\u6982\u7387\u3002<\/p>\n\n\n\n<p>\u4f46\u662f\uff0c\u8fd9\u8fdc\u975e\u6211\u6700\u559c\u6b22\u7684\u8ddf\u8e2a\u9500\u552e\u4e0e\u76ee\u6807\u7684\u65b9\u6cd5\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Lightning \u5b63\u5ea6\u6027\u80fd\u56fe\u8868\u7684\u4f18\u70b9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b83\u53ef\u4ee5\u514d\u8d39\u7528\u4f5c\u6807\u51c6\u7684 Salesforce Lightning \u529f\u80fd\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Lightning \u5b63\u5ea6\u6027\u80fd\u56fe\u8868\u7684\u7f3a\u70b9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4ec5\u663e\u793a\u5b63\u5ea6\u9500\u552e\u76ee\u6807\u3002\u6ca1\u6709\u6708\u5ea6\u7ec6\u5206\u3002<\/li>\n\n\n\n<li>\u65e0\u9700\u5411\u4e0b\u94bb\u53d6\u5373\u53ef\u67e5\u770b\u6f5c\u5728\u673a\u4f1a\u3002<\/li>\n\n\n\n<li>\u9500\u552e\u7ecf\u7406\u65e0\u6cd5\u770b\u5230\u5176\u56e2\u961f\u6210\u5458\u7684 Lightning \u5b63\u5ea6\u7ee9\u6548\u56fe\u8868\u3002<\/li>\n\n\n\n<li>\u65e0\u6cd5\u8c03\u6574 70% \u8bbe\u7f6e\u3002\u4f8b\u5982\uff0c\u4e0d\u80fd\u5305\u542b\u8d85\u8fc7 50% \u7684\u5546\u673a\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u5982\u679c\u6ee1\u8db3\u4ee5\u4e0b\u6761\u4ef6\uff0c\u5219\u8fd9\u662f\u6b63\u786e\u7684\u9009\u62e9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u60a8\u4e0d\u559c\u6b22\u5176\u4ed6\u56db\u4e2a\u9009\u9879\u4e2d\u7684\u4efb\u4f55\u4e00\u4e2a\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u7531\u4e8e\u8fd9\u4e9b\u539f\u56e0\uff0c\u6211\u8ba4\u4e3a\u8bb8\u591a\u516c\u53f8\u4e0d\u4f1a\u5c06\u5b63\u5ea6\u4e1a\u7ee9\u76ee\u6807\u4f5c\u4e3a\u8861\u91cf\u9500\u552e\u914d\u989d\u7684\u4e3b\u8981\u65b9\u6cd5\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u9009\u9879 4 \u2013 Leanx \u76ee\u6807\u8ddf\u8e2a\u5668<\/strong><\/h2>\n\n\n\n<p>\u6211\u4eec\u7684\u8bb8\u591a\u5ba2\u6237\u4f7f\u7528 Leanx Target Tracker \u6765\u8861\u91cf\u9500\u552e\u76ee\u6807\u7684\u7ee9\u6548\u3002<\/p>\n\n\n\n<p><strong>Leanx Target Tracker<\/strong> \u6839\u636e\u76ee\u6807\u548c\u914d\u989d\u8861\u91cf\u8d62\u5355\u548c\u7ba1\u9053\u4ea4\u6613\u3002<\/p>\n\n\n\n<p>\u9500\u552e\u4eba\u5458\u548c\u7ecf\u7406\u51e0\u4e4e\u4e0d\u9700\u8981\u57f9\u8bad\u5373\u53ef\u4f7f\u7528 Target Tracker \u5e94\u7528\u7a0b\u5e8f\u3002Tracker \u8fd8\u6d88\u9664\u4e86\u624b\u52a8\u8c03\u6574\u9884\u6d4b\u7684\u9700\u8981\u3002<\/p>\n\n\n\n<p>\u5df2\u7ed3\u675f\u7684 WON \u548c Pipeline \u4ea4\u6613\u4f1a\u81ea\u52a8\u94fe\u63a5\u5230\u76f8\u5173\u7684\u9500\u552e\u76ee\u6807\u3002\u56e0\u6b64\uff0c\u5f88\u5bb9\u6613\u5c06\u9500\u552e\u76ee\u6807\u4e0e\u8d62\u5f97\u7684\u4ea4\u6613\u548c\u51fa\u8272\u7684\u7ba1\u9053\u76f8\u7ed3\u5408\u8fdb\u884c\u6bd4\u8f83\u3002<\/p>\n\n\n\n<p>\u6362\u53e5\u8bdd\u8bf4\uff0c\u6bcf\u4e2a\u4eba\u90fd\u53ef\u4ee5\u5168\u9762\u4e86\u89e3\u7ba1\u9053\u8986\u76d6\u7387\u3002<\/p>\n\n\n\n<p>\u8bf7\u770b\u4e0b\u9762\u7684\u4f8b\u5b50\u3002\u8fd9\u662f\u4e00\u4e2a\u6708\u7684\u9500\u552e\u76ee\u6807\u3002<\/p>\n\n\n\n<p>\u6211\u4eec\u53ef\u4ee5\u5feb\u901f\u770b\u5230 \u672c\u6708\u7684\u9500\u552e\u4e1a\u7ee9\u4e0e\u76ee\u6807\u7684\u5bf9\u6bd4\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/7_Screenshot3_sales_tracker_details_with_charts.jpg\" alt=\"\u9002\u7528\u4e8e Salesforce \u7684 GSP Target \u8ddf\u8e2a\u5668\u4e2d\u7684\u914d\u989d\u8bb0\u5f55\u793a\u4f8b\" class=\"wp-image-48619\" title=\"Quota in the GSP Target Tracker\"\/><\/figure>\n\n\n\n<p>\u53f3\u4fa7\u7684\u7b2c\u4e00\u4e2a\u9875\u9762\u56fe\u8868\u4ee5\u84dd\u8272\u663e\u793a Dave \u7684\u76ee\u6807;\u4ed6\u7684\u5df2\u5e73\u4ed3 Won \u4ea4\u6613\u4e3a\u7eff\u8272\uff0c\u800c\u5c06\u4e8e\u672c\u6708\u5b8c\u6210\u7684\u7ba1\u9053\u4ea4\u6613\u7684\u9884\u671f\u6536\u5165\u4e3a\u6a59\u8272\u3002\u6362\u53e5\u8bdd\u8bf4\uff0c\u6211\u4eec\u53ef\u4ee5\u770b\u5230\u7ba1\u9053\u8986\u76d6\u7387\u4e0e\u76ee\u6807\u3002<\/p>\n\n\n\n<p>\u7d2b\u8272\u6761\u5f62\u8868\u793a\uff0c\u6839\u636e\u8fd9\u4e9b\u6570\u5b57\uff0cDave \u4e0e\u4ed6\u7684\u76ee\u6807\u76f8\u6bd4\u5b58\u5728\u7f3a\u53e3\u3002<\/p>\n\n\n\n<p>\u7b2c\u4e8c\u4e2a\u56fe\u8868\u5206\u6790\u4e86\u5f53\u6708\u7684\u7ba1\u9053\u3002\u56e0\u6b64\uff0cDave \u548c\u4ed6\u7684\u7ecf\u7406\u90fd\u6e05\u695a\u6839\u636e\u7ba1\u9053\u4ea4\u6613\u8fbe\u6210\u76ee\u6807\u7684\u53ef\u80fd\u6027\u3002\uff08\u6211\u4eec\u786e\u5b9a Qualification \u4e2d\u7684\u90a3\u4e9b\u4ea4\u6613\u4f1a\u5728\u6708\u5e95\u4e4b\u524d\u5b8c\u6210\u5417\uff1f<\/p>\n\n\n\n<p>\u5c4f\u5e55\u7684\u4e0b\u534a\u90e8\u5206\u663e\u793a\u81ea\u52a8\u94fe\u63a5\u5230\u6b64\u76ee\u6807\u8bb0\u5f55\u7684 Opportunity\u3002Target \u8ddf\u8e2a\u5668\u901a\u8fc7\u67e5\u770b Opportunity \u548c Opportunity Owner \u7684 Close Date \u6765\u5b9e\u73b0\u6b64\u76ee\u7684\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screenshot1_opportunities_linked_to_sales_target2.png\" alt=\"\u94fe\u63a5\u5230 Sales Target \u7684 Opportunity\u3002\" class=\"wp-image-43490\" title=\"Opportunities linking to the sales target\"\/><\/figure>\n\n\n\n<p>\u4f46\u662f\uff0c\u5982\u679c Close Date \u6216 Opportunity Owner \u53d1\u751f\u66f4\u6539\uff0c\u5219 Opportunity \u5c06\u81ea\u52a8\u53d6\u6d88\u6302\u94a9\u5e76\u94fe\u63a5\u5230\u65b0\u7684\u76f8\u5173\u76ee\u6807\u8bb0\u5f55\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u76ee\u6807\u8ddf\u8e2a\u5668\u4eea\u8868\u677f<\/strong><\/h3>\n\n\n\n<p>Leanx Target Tracker \u4e2d\u7684\u4eea\u8868\u677f\u56fe\u8868\u6c47\u603b\u4e86\u516c\u53f8\u548c\u56e2\u961f\u4fe1\u606f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/static.xiazhi.co\/wp-content\/uploads\/2024\/11\/Screenshot4_full_dashboard.png\" alt=\"GSP Target Tracker \u9644\u5e26\u7684 Salesforce \u4eea\u8868\u677f\" class=\"wp-image-43474\" title=\"Screenshot4_full_dashboard\"\/><\/figure>\n\n\n\n<p>\u4eea\u8868\u677f\u663e\u793a\u516c\u53f8\u3001\u56e2\u961f\u548c\u4e2a\u4eba\u7ea7\u522b\u7684\u9500\u552e\u76ee\u6807\u7684\u8d85\u989d\/\u4f4e\u989d\u8868\u73b0\u3002<\/p>\n\n\n\n<p>\u5411\u4e0b\u94bb\u53d6\u5230\u57fa\u7840\u62a5\u8868\u4ee5\u67e5\u770b\u9500\u552e\u4ee3\u8868\u76ee\u6807\u3002\u8fd9\u4e9b\u62a5\u8868\u5c06\u9500\u552e\u76ee\u6807\u4e0e Closed Won deals\uff0c Expected Revenue from the pipeline\uff08\u7ba1\u9053\u4e2d\u5df2\u7ed3\u675f\u7684 Won \u4ea4\u6613\u3001Expected Revenue\uff09\u7684\u503c\u8fdb\u884c\u6bd4\u8f83\u3002<\/p>\n\n\n\n<p><strong><strong>Leanx<\/strong> \u76ee\u6807\u8ddf\u8e2a\u5668\u7684\u4f18\u70b9<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b83\u5f88\u5bb9\u6613\u4f9b\u9500\u552e\u4ee3\u8868\u4f7f\u7528\u3002\u5546\u673a\u4f1a\u81ea\u52a8\u94fe\u63a5\u5230\u76f8\u5173\u76ee\u6807\u3002<\/li>\n\n\n\n<li>\u6709\u5173\u4e8e\u76ee\u6807\u6027\u80fd\u7684\u9ad8\u5ea6\u53ef\u89c6\u5316\u4fe1\u606f\u3002<\/li>\n\n\n\n<li>\u5f3a\u5927\u7684\u62a5\u544a\u548c\u4eea\u8868\u677f\u56fe\u8868\u63d0\u4f9b\u6709\u5173\u516c\u53f8\u3001\u56e2\u961f\u548c\u4e2a\u4eba\u9500\u552e\u4ee3\u8868\u7ea7\u522b\u7684\u9500\u552e\u76ee\u6807\u7ee9\u6548\u7684\u4fe1\u606f\u3002<\/li>\n\n\n\n<li>\u7ba1\u9053\u7684\u8d28\u91cf\u548c\u7ba1\u9053\u8986\u76d6\u7387\u975e\u5e38\u660e\u663e\u3002<\/li>\n\n\n\n<li>\u975e\u5e38\u5bb9\u6613\u8bbe\u7f6e\u3002\u76f4\u63a5\u4ece AppExchange \u5b89\u88c5\u3002<\/li>\n\n\n\n<li>\u6b64\u5916\uff0c\u8fd8\u63d0\u4f9b\u7279\u5b9a\u4e8e\u516c\u53f8\u7684\u81ea\u5b9a\u4e49\u9879\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Leanx\u76ee\u6807\u8ddf\u8e2a\u5668\u7684\u7f3a\u70b9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A \u6bcf\u5bb6\u516c\u53f8\u6bcf\u4e2a\u8bb8\u53ef\u8bc1\u8d39\u7528\uff08\u65e0\u9650\u7528\u6237\uff09\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u5982\u679c\u6ee1\u8db3\u4ee5\u4e0b\u6761\u4ef6\uff0c\u5219\u8fd9\u662f\u6b63\u786e\u7684\u9009\u62e9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u60a8\u9700\u8981\u4e00\u4e2a\u7b80\u5355\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u4ee5\u4fbf\u6df1\u5165\u4e86\u89e3\u76ee\u6807\u5b9e\u73b0\u60c5\u51b5\u548c\u7ba1\u9053\u8986\u76d6\u7387\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u6240\u4ee5\uff0c\u8fd9\u5c31\u662f\u6211\u4eec\u5bf9\u5728 Salesforce \u4e2d\u8861\u91cf\u9500\u552e\u989d\u4e0e\u76ee\u6807\u6216\u914d\u989d\u7684\u56db\u79cd\u65b9\u6cd5\u7684\u8be6\u7ec6\u8bf4\u660e\u3002<\/p>\n\n\n\n<p>\u5f53\u7136\uff0c<a href=\"https:\/\/www.xiazhi.co\/en\/contact-sales\/\" title=\"Contact Sales\">\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb<\/a>\u4ee5\u8ba8\u8bba\u5982\u4f55\u5728\u60a8\u7684\u4e1a\u52a1\u4e2d\u4f7f\u7528\u5b83\u4eec\u3002\u6216\u8005\uff0c\u70b9\u51fb\u4e0b\u9762\u7684\u94fe\u63a5\uff0c\u7acb\u5373\u8bd5\u7528 Leanx Target Tracker\u3002<\/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=\"33044\" 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=\"33044\" 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>\u8bb8\u591a\u9ad8\u7ba1\u5728\u8bd5\u56fe\u5728 Salesforce \u4e2d\u8861\u91cf\u9500\u552e\u76ee\u6807\u65f6\u611f\u5230\u975e\u5e38\u6cae\u4e27\u3002 \u4e5f\u8bb8\u4f60\u5c31\u662f\u5176\u4e2d\u4e4b\u4e00\u3002 \u50cf\u5176\u4ed6\u4eba\u4e00\u6837\uff0c\u60a8 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":33048,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[375],"tags":[17],"class_list":["post-33044","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-leanx-help","tag-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/33044","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=33044"}],"version-history":[{"count":3,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/33044\/revisions"}],"predecessor-version":[{"id":33061,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/33044\/revisions\/33061"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/media\/33048"}],"wp:attachment":[{"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/media?parent=33044"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/categories?post=33044"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/tags?post=33044"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}