{"id":35553,"date":"2025-09-17T16:04:05","date_gmt":"2025-09-17T08:04:05","guid":{"rendered":"https:\/\/www.xiazhi.co\/?p=35553"},"modified":"2025-09-17T16:39:50","modified_gmt":"2025-09-17T08:39:50","slug":"deploy-enterprise-territory-management-to-leanx-custom-object","status":"publish","type":"post","link":"https:\/\/www.xiazhi.co\/en\/deploy-enterprise-territory-management-to-leanx-custom-object\/","title":{"rendered":"\u5c06\u4f01\u4e1a\u533a\u57df\u7ba1\u7406\uff08ETM\uff09\u5e94\u7528\u5230Leanx\u81ea\u5b9a\u4e49\u5bf9\u8c61[\u5b9e\u65bd\u624b\u518c]"},"content":{"rendered":"<p>\u5927\u5bb6\u90fd\u77e5\u9053 Leanx \u4e00\u6b3e\u57fa\u4e8eSalesforce\u6280\u672f\u67b6\u6784\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u5c06 Enterprise Territory Management (ETM\uff0c\u4f01\u4e1a\u533a\u57df\u7ba1\u7406) \u5e94\u7528\u5230 Leanx\u81ea\u5b9a\u4e49\u5bf9\u8c61\u662f\u4e00\u4e2a\u5f3a\u5927\u7684\u529f\u80fd\uff0c\u53ef\u4ee5\u57fa\u4e8e\u5730\u57df\u903b\u8f91\u6765\u5171\u4eab\u548c\u5206\u914d\u8bb0\u5f55\u3002<\/p>\n\n\n\n<p>\u4e0b\u9762\u6211\u5c06\u4e3a\u60a8\u8be6\u7ec6\u89e3\u91ca\u5176\u6982\u5ff5\u3001\u5e94\u7528\u6b65\u9aa4\u3001\u6700\u4f73\u5b9e\u8df5\u548c\u5177\u4f53\u793a\u4f8b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. \u6838\u5fc3\u6982\u5ff5\u7406\u89e3<\/h3>\n\n\n\n<p>\u9996\u5148\uff0c\u8981\u7406\u89e3 ETM \u7684\u6838\u5fc3\u673a\u5236\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u76ee\u6807<\/strong>\uff1a\u6839\u636e\u67d0\u4e9b\u6807\u51c6\uff08\u5982\u5730\u7406\u4f4d\u7f6e\u3001\u884c\u4e1a\u3001\u5ba2\u6237\u89c4\u6a21\u7b49\uff09\u81ea\u52a8\u5c06<strong>\u8bb0\u5f55<\/strong>\u5206\u914d\u7ed9<strong>\u9500\u552e\u56e2\u961f<\/strong>\uff0c\u5e76\u6388\u4e88\u8be5\u56e2\u961f\u7279\u5b9a\u7684\u8bbf\u95ee\u6743\u9650\uff08\u5982\u53ea\u8bfb\u3001\u8bfb\u5199\uff09\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u7ec4\u4ef6<\/strong>\uff1a\n<ul class=\"wp-block-list\">\n<li><strong>\u533a\u57df (Territory)<\/strong>\uff1a\u4ee3\u8868\u4e00\u4e2a\u9500\u552e\u533a\u57df\uff0c\u4f8b\u5982\u201c\u534e\u4e1c\u533a\u201d\u3001\u201c\u91d1\u878d\u884c\u4e1a\u5927\u5ba2\u6237\u90e8\u201d\u3002\u5b83\u5305\u542b\u4e00\u7ec4\u7528\u6237\uff08\u9500\u552e\u56e2\u961f\uff09\u3002<\/li>\n\n\n\n<li><strong>\u533a\u57df\u6a21\u578b (Territory Model)<\/strong>\uff1a\u662f\u6240\u6709\u533a\u57df\u53ca\u5176\u89c4\u5219\u548c\u8bbe\u7f6e\u7684\u5bb9\u5668\u3002\u4e00\u6b21\u53ea\u80fd\u6709\u4e00\u4e2a\u6a21\u578b\u5904\u4e8e<strong>\u6fc0\u6d3b<\/strong>\u72b6\u6001\u3002<\/li>\n\n\n\n<li><strong>\u533a\u57df\u7c7b\u578b (Territory Type)<\/strong>\uff1a\u7528\u4e8e\u5bf9\u533a\u57df\u8fdb\u884c\u5206\u7c7b\uff08\u5982\u201c\u6309\u5730\u7406\u201d\u6216\u201c\u6309\u884c\u4e1a\u201d\uff09\uff0c\u53ef\u9009\u3002<\/li>\n\n\n\n<li><strong>\u5206\u914d\u89c4\u5219 (Assignment Rules)<\/strong>\uff1a\u5b9a\u4e49\u54ea\u4e9b\u8bb0\u5f55\u5e94\u5f52\u5c5e\u4e8e\u67d0\u4e2a\u533a\u57df\u7684\u903b\u8f91\u6761\u4ef6\u3002\u8fd9\u4e9b\u6761\u4ef6\u57fa\u4e8e\u8bb0\u5f55\u4e0a\u7684\u5b57\u6bb5\u503c\u3002<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u91cd\u8981\u7279\u6027<\/strong>\uff1a\n<ul class=\"wp-block-list\">\n<li><strong>\u8bb0\u5f55\u53ef\u5c5e\u4e8e\u591a\u4e2a\u533a\u57df<\/strong>\uff1a\u4e00\u4e2a\u5ba2\u6237\uff08Account\uff09\u6216\u81ea\u5b9a\u4e49\u5bf9\u8c61\u8bb0\u5f55\u53ef\u4ee5\u540c\u65f6\u88ab\u5206\u914d\u7ed9\u591a\u4e2a\u533a\u57df\u3002<\/li>\n\n\n\n<li><strong>\u6743\u9650\u7ee7\u627f<\/strong>\uff1a\u7528\u6237\u901a\u8fc7\u5176\u6240\u5728\u7684\u56e2\u961f\uff08\u533a\u57df\uff09\u83b7\u5f97\u5bf9\u8bb0\u5f55\u7684\u8bbf\u95ee\u6743\u9650\uff0c\u800c\u4e0d\u662f\u76f4\u63a5\u62e5\u6709\u8bb0\u5f55\u3002<\/li>\n\n\n\n<li><strong>\u4e0e\u89d2\u8272\u5c42\u6b21\u7ed3\u6784\u65e0\u5173<\/strong>\uff1aETM \u662f\u4e00\u4e2a\u72ec\u7acb\u7684\u5171\u4eab\u7cfb\u7edf\uff0c\u4e0e\u57fa\u4e8e\u6240\u6709\u8005\u7684\u89d2\u8272\u5c42\u6b21\u7ed3\u6784\u5e76\u884c\u5de5\u4f5c\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2. \u5c06 ETM \u5e94\u7528\u5230\u81ea\u5b9a\u4e49\u5bf9\u8c61\u7684\u6b65\u9aa4<\/h3>\n\n\n\n<p>\u5047\u8bbe\u6211\u4eec\u6709\u4e00\u4e2a\u81ea\u5b9a\u4e49\u5bf9\u8c61\u53eb&nbsp;<code>Project__c<\/code>\uff08\u9879\u76ee\uff09\uff0c\u6211\u4eec\u60f3\u6839\u636e\u9879\u76ee\u7684&nbsp;<code>Region__c<\/code>\uff08\u5730\u533a\uff09\u5b57\u6bb5\u5c06\u5176\u5206\u914d\u7ed9\u4e0d\u540c\u7684\u9500\u552e\u56e2\u961f\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u6b65\u9aa4\u4e00\uff1a\u542f\u7528 ETM \u5e76\u8bbe\u7f6e\u5bf9\u8c61<\/h4>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>\u542f\u7528\u4f01\u4e1a\u533a\u57df\u7ba1\u7406<\/strong>\uff1a\n<ul class=\"wp-block-list\">\n<li>\u8fdb\u5165&nbsp;<strong>Setup<\/strong>&nbsp;-&gt;&nbsp;<strong>Feature Settings<\/strong>&nbsp;-&gt;&nbsp;<strong>Sales<\/strong>&nbsp;-&gt;&nbsp;<strong>Territory Management<\/strong>\u3002<\/li>\n\n\n\n<li>\u6309\u7167\u63d0\u793a\u542f\u7528\u8be5\u529f\u80fd\u3002<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u5c06\u81ea\u5b9a\u4e49\u5bf9\u8c61\u6dfb\u52a0\u5230\u533a\u57df\u7ba1\u7406<\/strong>\uff1a\n<ul class=\"wp-block-list\">\n<li>\u5728 Territory Management \u8bbe\u7f6e\u4e2d\uff0c\u627e\u5230\u7ba1\u7406\u533a\u57df\u652f\u6301\u5bf9\u8c61\u7684\u9009\u9879\u3002<\/li>\n\n\n\n<li>\u5c06\u4f60\u7684\u81ea\u5b9a\u4e49\u5bf9\u8c61\uff08\u5982&nbsp;<code>Project__c<\/code>\uff09<strong>\u6dfb\u52a0<\/strong>\u5230\u652f\u6301\u5217\u8868\u4e2d\u3002\u8fd9\u610f\u5473\u7740\u4f60\u73b0\u5728\u53ef\u4ee5\u57fa\u4e8e\u8fd9\u4e2a\u5bf9\u8c61\u6765\u521b\u5efa\u5206\u914d\u89c4\u5219\u4e86\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6b65\u9aa4\u4e8c\uff1a\u521b\u5efa\u533a\u57df\u6a21\u578b\u548c\u533a\u57df<\/h4>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>\u521b\u5efa\u533a\u57df\u6a21\u578b<\/strong>\uff1a\n<ul class=\"wp-block-list\">\n<li>\u8fdb\u5165&nbsp;<strong>Setup<\/strong>&nbsp;-&gt;&nbsp;<strong>Territory Management<\/strong>&nbsp;-&gt;&nbsp;<strong>Territory Models<\/strong>\u3002<\/li>\n\n\n\n<li>\u70b9\u51fb&nbsp;<strong>New<\/strong>\uff0c\u7ed9\u6a21\u578b\u547d\u540d\uff08\u5982\u201c2024\u5e74\u9879\u76ee\u533a\u57df\u6a21\u578b\u201d\uff09\uff0c\u4fdd\u5b58\u3002<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u5728\u6a21\u578b\u4e2d\u521b\u5efa\u533a\u57df<\/strong>\uff1a\n<ul class=\"wp-block-list\">\n<li>\u5728\u65b0\u5efa\u7684\u6a21\u578b\u4e2d\uff0c\u70b9\u51fb&nbsp;<strong>Add Territory<\/strong>\u3002<\/li>\n\n\n\n<li>\u521b\u5efa\u4f60\u7684\u533a\u57df\u7ed3\u6784\uff0c\u4f8b\u5982\uff1a\n<ul class=\"wp-block-list\">\n<li><code>East_China_Territory<\/code>&nbsp;(\u534e\u4e1c\u533a)<\/li>\n\n\n\n<li><code>North_China_Territory<\/code>&nbsp;(\u534e\u5317\u533a)<\/li>\n\n\n\n<li><code>Key_Accounts_Territory<\/code>&nbsp;(\u5927\u5ba2\u6237\u90e8)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>\u5c06\u76f8\u5e94\u7684\u7528\u6237\uff08\u9500\u552e\u4ee3\u8868\u3001\u7ecf\u7406\uff09\u6dfb\u52a0\u5230\u8fd9\u4e9b\u533a\u57df\u4e2d\u4f5c\u4e3a\u201c\u533a\u57df\u7528\u6237\u201d\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6b65\u9aa4\u4e09\uff1a\u4e3a\u81ea\u5b9a\u4e49\u5bf9\u8c61\u5b9a\u4e49\u5206\u914d\u89c4\u5219<\/h4>\n\n\n\n<p>\u8fd9\u662f\u6700\u5173\u952e\u7684\u4e00\u6b65\u3002<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>\u8fdb\u5165\u5206\u914d\u89c4\u5219\u8bbe\u7f6e<\/strong>\uff1a\n<ul class=\"wp-block-list\">\n<li>\u5728\u4f60\u7684\u533a\u57df\u6a21\u578b\u4e2d\uff0c\u627e\u5230&nbsp;<strong>Assignment Rules<\/strong>&nbsp;\u90e8\u5206\u3002<\/li>\n\n\n\n<li>\u70b9\u51fb&nbsp;<strong>Set Assignment Rules<\/strong>\u3002<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u4e3a\u81ea\u5b9a\u4e49\u5bf9\u8c61\u521b\u5efa\u89c4\u5219<\/strong>\uff1a\n<ul class=\"wp-block-list\">\n<li>\u5728 Assignment Rules \u9875\u9762\uff0c\u627e\u5230\u4f60\u7684\u81ea\u5b9a\u4e49\u5bf9\u8c61&nbsp;<code>Project__c<\/code>\uff0c\u70b9\u51fb&nbsp;<strong>New Rule<\/strong>\u3002<\/li>\n\n\n\n<li><strong>\u89c4\u5219 1\uff1a\u5206\u914d\u7ed9\u534e\u4e1c\u533a<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Rule Name<\/strong>:&nbsp;<code>Assign East China Projects<\/code><\/li>\n\n\n\n<li><strong>\u6761\u4ef6<\/strong>\uff1a<code>Project__c.Region__c<\/code>&nbsp;<code>\u7b49\u4e8e<\/code>&nbsp;<code>East China<\/code><\/li>\n\n\n\n<li><strong>\u5206\u914d\u81f3\u533a\u57df<\/strong>\uff1a\u9009\u62e9&nbsp;<code>East_China_Territory<\/code><\/li>\n\n\n\n<li><strong>\u8bbf\u95ee\u7ea7\u522b<\/strong>\uff1a\u9009\u62e9&nbsp;<code>Read\/Write<\/code>\uff08\u6216 Read Only\uff09<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u89c4\u5219 2\uff1a\u5206\u914d\u7ed9\u534e\u5317\u533a<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Rule Name<\/strong>:&nbsp;<code>Assign North China Projects<\/code><\/li>\n\n\n\n<li><strong>\u6761\u4ef6<\/strong>\uff1a<code>Project__c.Region__c<\/code>&nbsp;<code>\u7b49\u4e8e<\/code>&nbsp;<code>North China<\/code><\/li>\n\n\n\n<li><strong>\u5206\u914d\u81f3\u533a\u57df<\/strong>\uff1a\u9009\u62e9&nbsp;<code>North_China_Territory<\/code><\/li>\n\n\n\n<li><strong>\u8bbf\u95ee\u7ea7\u522b<\/strong>\uff1a\u9009\u62e9&nbsp;<code>Read\/Write<\/code><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u8bbe\u7f6e\u89c4\u5219\u987a\u5e8f<\/strong>\uff1a\u5982\u679c\u6709\u91cd\u53e0\u7684\u53ef\u80fd\uff0c\u53ef\u4ee5\u8c03\u6574\u89c4\u5219\u7684\u4f18\u5148\u7ea7\u3002<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">\u6b65\u9aa4\u56db\uff1a\u6fc0\u6d3b\u6a21\u578b\u5e76\u6d4b\u8bd5<\/h4>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>\u6fc0\u6d3b\u6a21\u578b<\/strong>\uff1a\n<ul class=\"wp-block-list\">\n<li>\u8fd4\u56de Territory Models \u5217\u8868\u3002<\/li>\n\n\n\n<li>\u627e\u5230\u4f60\u914d\u7f6e\u597d\u7684\u6a21\u578b\uff0c\u70b9\u51fb&nbsp;<strong>Activate<\/strong>\u3002<strong>\u6ce8\u610f\uff1a\u6fc0\u6d3b\u64cd\u4f5c\u4e0d\u53ef\u9006\uff0c\u5e76\u4e14\u4f1a\u5f00\u59cb\u91cd\u65b0\u8ba1\u7b97\u6240\u6709\u73b0\u6709\u8bb0\u5f55\u7684\u5206\u914d\u3002<\/strong>&nbsp;\u6700\u597d\u5148\u5728\u6c99\u76d2\u73af\u5883\u4e2d\u5145\u5206\u6d4b\u8bd5\u3002<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u6d4b\u8bd5<\/strong>\uff1a\n<ul class=\"wp-block-list\">\n<li>\u521b\u5efa\u4e00\u4e2a\u65b0\u7684&nbsp;<code>Project__c<\/code>&nbsp;\u8bb0\u5f55\uff0c\u5c06&nbsp;<code>Region__c<\/code>&nbsp;\u5b57\u6bb5\u8bbe\u7f6e\u4e3a&nbsp;<code>East China<\/code>\u3002<\/li>\n\n\n\n<li>\u4fdd\u5b58\u540e\uff0c\u68c0\u67e5\u8be5\u8bb0\u5f55\u7684\u5171\u4eab\u8bbe\u7f6e\u3002\u4f60\u5e94\u8be5\u80fd\u770b\u5230\u5b83\u5df2\u7ecf\u4e0e&nbsp;<code>East_China_Territory<\/code>&nbsp;\u5171\u4eab\uff0c\u5e76\u4e14\u8be5\u533a\u57df\u7684\u6210\u5458\uff08\u5373\u4f7f\u4e0d\u662f\u8bb0\u5f55\u6240\u6709\u8005\uff09\u4e5f\u53ef\u4ee5\u8bbf\u95ee\u5b83\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">3. \u9ad8\u7ea7\u5e94\u7528\u4e0e\u6700\u4f73\u5b9e\u8df5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u57fa\u4e8e\u5ba2\u6237\u7684\u5206\u914d<\/strong>\uff1a\u5982\u679c\u4f60\u7684\u81ea\u5b9a\u4e49\u5bf9\u8c61\u901a\u8fc7\u4e3b\u4ece\u5173\u7cfb\u4e0e\u5ba2\u6237 (<code>Account<\/code>) \u5173\u8054\uff0c\u4f60\u53ef\u4ee5\u8bbe\u7f6e\u201c\u4ece\u5ba2\u6237\u7ee7\u627f\u533a\u57df\u201d\u3002\u8fd9\u610f\u5473\u7740\u5982\u679c\u4e00\u4e2a&nbsp;<code>Account<\/code>&nbsp;\u88ab\u5206\u914d\u5230\u4e86\u67d0\u4e2a\u533a\u57df\uff0c\u90a3\u4e48\u4e0e\u4e4b\u76f8\u5173\u7684\u6240\u6709&nbsp;<code>Opportunity<\/code>\u3001<code>Case<\/code>&nbsp;\u6216\u4f60\u7684\u81ea\u5b9a\u4e49\u5bf9\u8c61&nbsp;<code>Project__c<\/code>&nbsp;\u4e5f\u4f1a\u81ea\u52a8\u7ee7\u627f\u76f8\u540c\u7684\u533a\u57df\u5206\u914d\u3002\u8fd9\u662f\u5728\u5206\u914d\u89c4\u5219\u7684\u9ad8\u7ea7\u9009\u9879\u4e2d\u914d\u7f6e\u7684\u3002<\/li>\n\n\n\n<li><strong>\u624b\u52a8\u8986\u76d6<\/strong>\uff1a\u9664\u4e86\u81ea\u52a8\u89c4\u5219\uff0c\u7528\u6237\u4e5f\u53ef\u4ee5\u624b\u52a8\u5c06\u8bb0\u5f55\u6dfb\u52a0\u5230\u5176\u4ed6\u533a\u57df\uff08\u9700\u8981\u201c\u7ba1\u7406\u533a\u57df\u201d\u6743\u9650\uff09\u3002<\/li>\n\n\n\n<li><strong>\u62a5\u544a\u4e0e\u5206\u6790<\/strong>\uff1a\u4f7f\u7528\u201c\u533a\u57df\u201d\u76f8\u5173\u7684\u62a5\u544a\u7c7b\u578b\u6765\u5206\u6790\u6bcf\u4e2a\u533a\u57df\u7684\u7ee9\u6548\uff0c\u4f8b\u5982\u201c\u5e26\u533a\u57df\u7684\u5ba2\u6237\u201d\u62a5\u544a\u6216\u201c\u5e26\u533a\u57df\u7684\u9879\u76ee\u201d\u62a5\u544a\u3002<\/li>\n\n\n\n<li><strong>\u53d8\u66f4\u7ba1\u7406<\/strong>\uff1a\u533a\u57df\u7ed3\u6784\uff08\u5982\u9500\u552e\u56e2\u961f\u91cd\u7ec4\uff09\u901a\u5e38\u6309\u5e74\u6216\u5b63\u5ea6\u89c4\u5212\u3002\u901a\u8fc7\u521b\u5efa\u65b0\u7684\u533a\u57df\u6a21\u578b\uff08\u5982\u201c2024-Q2\u6a21\u578b\u201d\uff09\u6765\u7ba1\u7406\u53d8\u66f4\u3002\u914d\u7f6e\u5b8c\u6210\u540e\uff0c\u4e00\u6b21\u6027\u6fc0\u6d3b\u65b0\u6a21\u578b\uff0c\u6240\u6709\u8bb0\u5f55\u5c06\u6839\u636e\u65b0\u89c4\u5219\u91cd\u65b0\u5206\u914d\uff0c\u5e73\u6ed1\u8fc7\u6e21\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">4. \u5177\u4f53\u793a\u4f8b<\/h3>\n\n\n\n<p><strong>\u573a\u666f<\/strong>\uff1a\u4e00\u5bb6\u8f6f\u4ef6\u516c\u53f8\u4f7f\u7528\u81ea\u5b9a\u4e49\u5bf9\u8c61&nbsp;<code>Implementation__c<\/code>\uff08\u5b9e\u65bd\u9879\u76ee\uff09\u3002\u4ed6\u4eec\u5e0c\u671b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6240\u6709\u5728\u201c\u4e0a\u6d77\u201d\u7684\u5b9e\u65bd\u9879\u76ee\u90fd\u7531\u201c\u4e0a\u6d77\u56e2\u961f\u201d\u8bfb\u5199\u3002<\/li>\n\n\n\n<li>\u6240\u6709\u201c\u94f6\u884c\u201d\u884c\u4e1a\u7684\u5b9e\u65bd\u9879\u76ee\uff0c\u65e0\u8bba\u5730\u70b9\uff0c\u90fd\u7531\u201c\u91d1\u878d\u5782\u76f4\u56e2\u961f\u201d\u53ea\u8bfb\u8bbf\u95ee\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>\u5b9e\u73b0<\/strong>\uff1a<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>\u5728\u201c\u5b9e\u65bd\u533a\u57df\u6a21\u578b\u201d\u4e2d\u521b\u5efa\u4e24\u4e2a\u533a\u57df\uff1a<code>Shanghai_Team<\/code>&nbsp;\u548c&nbsp;<code>Finance_Vertical_Team<\/code>\u3002<\/li>\n\n\n\n<li>\u4e3a&nbsp;<code>Implementation__c<\/code>&nbsp;\u5bf9\u8c61\u521b\u5efa\u4e24\u6761\u5206\u914d\u89c4\u5219\uff1a\n<ul class=\"wp-block-list\">\n<li><strong>\u89c4\u52191<\/strong>\uff1a\u6761\u4ef6&nbsp;<code>(Implementation__c.City__c = \u2018\u4e0a\u6d77\u2019)<\/code>&nbsp;-&gt; \u5206\u914d\u7ed9&nbsp;<code>Shanghai_Team<\/code>\uff0c\u6743\u9650&nbsp;<code>Read\/Write<\/code>\u3002<\/li>\n\n\n\n<li><strong>\u89c4\u52192<\/strong>\uff1a\u6761\u4ef6&nbsp;<code>(Implementation__c.Industry__c = \u2018Banking\u2019)<\/code>&nbsp;-&gt; \u5206\u914d\u7ed9&nbsp;<code>Finance_Vertical_Team<\/code>\uff0c\u6743\u9650&nbsp;<code>Read Only<\/code>\u3002<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>\u6fc0\u6d3b\u6a21\u578b\u3002<\/li>\n\n\n\n<li>\u5f53\u4e00\u4e2a\u4f4d\u4e8e\u4e0a\u6d77\u4e14\u884c\u4e1a\u4e3a\u94f6\u884c\u7684\u65b0\u5b9e\u65bd\u9879\u76ee\u521b\u5efa\u65f6\uff0c\u5b83\u4f1a\u540c\u65f6\u51fa\u73b0\u5728&nbsp;<code>Shanghai_Team<\/code>&nbsp;\u548c&nbsp;<code>Finance_Vertical_Team<\/code>&nbsp;\u4e24\u4e2a\u533a\u57df\u4e2d\u3002\u4e0a\u6d77\u56e2\u961f\u7684\u6210\u5458\u53ef\u4ee5\u7f16\u8f91\u5b83\uff0c\u800c\u91d1\u878d\u56e2\u961f\u7684\u6210\u5458\u53ea\u80fd\u67e5\u770b\u5b83\u3002<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">\u603b\u7ed3<\/h3>\n\n\n\n<p>\u5c06 Enterprise Territory Management \u5e94\u7528\u5230 Salesforce \u81ea\u5b9a\u4e49\u5bf9\u8c61\u662f\u4e00\u4e2a\u7cfb\u7edf\u5316\u7684\u8fc7\u7a0b\uff0c\u4e3b\u8981\u5305\u62ec&nbsp;<strong>\u542f\u7528 -&gt; \u521b\u5efa\u7ed3\u6784 -&gt; \u5b9a\u4e49\u89c4\u5219 -&gt; \u6fc0\u6d3b\u6d4b\u8bd5<\/strong>&nbsp;\u56db\u4e2a\u9636\u6bb5\u3002\u5b83\u5b8c\u7f8e\u89e3\u51b3\u4e86\u57fa\u4e8e\u903b\u8f91\u5212\u5206\u7684\u56e2\u961f\u534f\u4f5c\u548c\u6570\u636e\u53ef\u89c1\u6027\u95ee\u9898\uff0c\u662f\u590d\u6742\u9500\u552e\u7ec4\u7ec7\u4e0d\u53ef\u6216\u7f3a\u7684\u5f3a\u5927\u5de5\u5177\u3002\u52a1\u5fc5\u5728\u6c99\u76d2\u73af\u5883\u4e2d\u8fdb\u884c\u5145\u5206\u6d4b\u8bd5\u540e\u518d\u5728\u751f\u4ea7\u73af\u5883\u90e8\u7f72\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=\"35553\" 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=\"35553\" 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>\u5927\u5bb6\u90fd\u77e5\u9053 Leanx \u4e00\u6b3e\u57fa\u4e8eSalesforce\u6280\u672f\u67b6\u6784\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u5c06 Enterprise Territ [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":35555,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[375],"tags":[311],"class_list":["post-35553","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-leanx-help","tag-311"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/35553","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=35553"}],"version-history":[{"count":4,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/35553\/revisions"}],"predecessor-version":[{"id":35567,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/35553\/revisions\/35567"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/media\/35555"}],"wp:attachment":[{"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/media?parent=35553"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/categories?post=35553"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/tags?post=35553"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}