{"id":35844,"date":"2025-12-18T20:22:00","date_gmt":"2025-12-18T12:22:00","guid":{"rendered":"https:\/\/www.xiazhi.co\/?p=35844"},"modified":"2025-12-19T13:24:48","modified_gmt":"2025-12-19T05:24:48","slug":"guide-to-salesforce-community-licenses","status":"publish","type":"post","link":"https:\/\/www.xiazhi.co\/en\/guide-to-salesforce-community-licenses\/","title":{"rendered":"Salesforce\u793e\u533a\u8bb8\u53ef\u8bc1\u6307\u5357\uff08Leanx Experience Cloud\uff09"},"content":{"rendered":"<p id=\"9fa8\">\u5728\u4e3a\u60a8\u7684 Leanx \u5e94\u7528\u6216\u89e3\u51b3\u65b9\u6848\u9009\u62e9\u5408\u9002\u7684 Salesforce \u793e\u533a\u8bb8\u53ef\u8bc1\uff08Experience Cloud\uff09\u65f6\uff0c\u60a8\u9700\u8981\u8003\u8651\u4e00\u4e9b\u5173\u952e\u53c2\u6570\u3002\u5728\u8fd9\u7bc7Tech Experts\u6587\u7ae0\u4e2d\uff0c\u6211\u4eec\u5c06\u8be6\u7ec6\u4ecb\u7ecd\u8fd9\u4e9b\u53c2\u6570\uff0c\u5e76\u63d0\u4f9b\u4e00\u4efd\u5907<a href=\"https:\/\/github.com\/hkjawale\/Test\/raw\/master\/Community%20Licenses%20for%20ISVs%20Cheat%20Sheet.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">\u5fd8<\/a>\u5355\u4f5c\u4e3a\u624b\u63d0\u548c\u5feb\u901f\u603b\u7ed3\u6307\u5357\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"ef9a\">\u4ec0\u4e48\u662f\u793e\u533a\/\u4f53\u9a8c\uff1f<\/h2>\n\n\n\n<p id=\"eb57\">\u4f53\u9a8c\u6216<a href=\"https:\/\/help.salesforce.com\/articleView?id=networks_resources.htm&amp;type=5\" rel=\"noreferrer noopener\" target=\"_blank\">\u793e\u533a<\/a>\u662f\u5ba2\u6237\u3001\u5408\u4f5c\u4f19\u4f34\u548c\u5458\u5de5\u8fde\u63a5\u7684\u54c1\u724c\u7a7a\u95f4\u3002\u4f5c\u4e3a\u72ec\u7acb\u8f6f\u4ef6\u4f9b\u5e94\u5546\uff0c\u60a8\u53ef\u4ee5\u6784\u5efa\u89e3\u51b3\u65b9\u6848\u548c\u5e94\u7528\uff0c\u5e2e\u52a9\u5ba2\u6237\u521b\u5efa\u793e\u533a\uff0c\u4e3a\u7ec8\u7aef\u7528\u6237\u63d0\u4f9b\u66f4\u597d\u7684\u670d\u52a1\u3002\u4f60\u53ef\u4ee5\u5e2e\u52a9\u5ba2\u6237\u4e0e\u5916\u90e8\u6e20\u9053\u5408\u4f5c\u4f19\u4f34\u3001\u4ee3\u7406\u6216\u7ecf\u7eaa\u4eba\u5efa\u7acb\u8054\u7cfb\uff0c\u6709\u6548\u534f\u4f5c\u5e76\u52a0\u5feb\u4ea4\u6613\u8fdb\u7a0b\u3002\u60a8\u8fd8\u53ef\u4ee5\u8d4b\u80fd\u5ba2\u6237\u7684\u5458\u5de5\uff0c\u8ba9\u4ed6\u4eec\u5728\u5171\u540c\u95e8\u6237\u4e0a\u8fde\u63a5\u548c\u534f\u4f5c\u3002<br><br>\u4f53\u9a8c\u76f4\u63a5\u6784\u5efa\u5728Salesforce\u5e73\u53f0\u4e0a\uff0c\u5141\u8bb8\u4f60\u5c06\u4efb\u4f55\u7b2c\u4e09\u65b9\u7cfb\u7edf\u6216\u6570\u636e\u76f4\u63a5\u8fde\u63a5\u5230\u793e\u533a\u3002\u4f53\u9a8c\u4e3a\u8f7b\u677e\u521b\u5efa\u54c1\u724c\u5316\u548c\u5b9a\u5236\u793e\u533a\u63d0\u4f9b\u4e86\u7075\u6d3b\u6027\uff0c\u6ee1\u8db3\u60a8\u7684\u4e1a\u52a1\u9700\u6c42\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b339\">\u793e\u533a\u8bb8\u53ef\u8bc1\u6709\u54ea\u4e9b\u4e0d\u540c\u7c7b\u578b\uff1f<\/h2>\n\n\n\n<p id=\"67f2\">\u5b89\u5168\u548c\u8bbf\u95ee\u662f\u4efb\u4f55Salesforce\u4ea7\u54c1\u7684\u5173\u952e\u65b9\u9762\uff0c\u793e\u533a\u4e5f\u4e0d\u4f8b\u5916\u3002\u7528\u6237\u901a\u8fc7\u7279\u6b8a\u7684\u793e\u533a\u7528\u6237\u8bb8\u53ef\u8bc1\u83b7\u5f97\u793e\u533a\u8bbf\u95ee\u6743\u9650\u3002\u4ee5\u4e0b\u662f\u6240\u6709\u53ef\u7528\u7684\u8bb8\u53ef\u8bc1\u9009\u9879\u5217\u8868\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Commerce Portals\uff08<strong>\u5546\u4e1a\u95e8\u6237<\/strong>\uff09<\/strong><br>\u5b9a\u5236\u6570\u5b57\u4f53\u9a8c\uff0c\u5438\u5f15\u4efb\u4f55\u5916\u90e8\u5229\u76ca\u76f8\u5173\u8005\uff0c\u5305\u62ec\u54c1\u724c\u53c2\u4e0e\u548c\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002\u5bf9CRM\u5bf9\u8c61\u7684\u8bbf\u95ee\u53d7\u9650\u3002<\/li>\n\n\n\n<li><strong>Customer Community\uff08\u5ba2\u6237\u793e\u533a\uff09<\/strong><br>\uff1a\u9762\u5411\u5927\u91cf\u9700\u8981\u8bbf\u95ee\u6848\u4ef6\u5bf9\u8c61\u548c\/\u6216 Salesforce \u77e5\u8bc6\u7684\u5916\u90e8\u7528\u6237\u7684\u4f01\u4e1a\u5bf9\u6d88\u8d39\u8005\u4f53\u9a8c\u3002<\/li>\n\n\n\n<li><strong>Customer Community Plus\uff08\u5ba2\u6237\u793e\u533aPlus\uff09<\/strong><br>\uff1a\u4e0e\u9700\u8981\u8bbf\u95ee\u62a5\u544a\u548c\u4eea\u8868\u76d8\u3001\u53ef\u80fd\u9700\u8981\u9ad8\u7ea7\u5171\u4eab\u7684\u5916\u90e8\u7528\u6237\u7684\u4f01\u4e1a\u5bf9\u6d88\u8d39\u8005\u4f53\u9a8c\u3002<\/li>\n\n\n\n<li><strong>Partner Community\uff08\u4f19\u4f34\u793e\u533a\uff09<\/strong><br>\u9700\u8981\u8bbf\u95ee\u9500\u552e\u6570\u636e\uff08\u5982\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u7ba1\u7406\uff09\u7684\u4f01\u4e1a\u5bf9\u4f01\u4e1a\u793e\u533a\u3002<\/li>\n\n\n\n<li><strong><strong>External Apps<\/strong><\/strong><br>\u9ad8\u5ea6\u5b9a\u5236\u5316\u7684\u4f53\u9a8c\uff0c\u5305\u542bLeanx\u5bf9\u8c61\u3001\u81ea\u5b9a\u4e49\u5bf9\u8c61\u3001\u5916\u90e8\u6570\u636e\u548c\u989d\u5916\u5b58\u50a8\u3002\u7406\u60f3\u7684\u7528\u4f8b\u662f\u7ecf\u9500\u5546\u3001\u4f9b\u5e94\u5546\u6216\u4f9b\u5e94\u5546\u95e8\u6237\u3002\u4e5f\u5e38\u7528\u4e8e\u52a0\u76df\u7ba1\u7406\u3001\u5e02\u573a\u548c\u591a\u5c42\u6b21\u8425\u9500\u3002<\/li>\n\n\n\n<li><strong>\u4e13\u95e8\u8bbe\u8ba1\u7684\u8de8\u4ea7\u54c1\u793e\u533a\u8bb8\u53ef\u8bc1\uff1a<\/strong><br>\u8fd9\u4e9b\u793e\u533a\u8bb8\u53ef\u8bc1\u5141\u8bb8\u5916\u90e8\u7528\u6237\u8bbf\u95ee\u5176\u4ed6Salesforce\u4ea7\u54c1\/\u529f\u80fd\uff0c\u5982Tableau\u3001Leanx\u4ee5\u53ca\u5404\u79cd\u884c\u4e1a\u89e3\u51b3\u65b9\u6848\u3002<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"6422\">\u54ea\u79cd\u8bb8\u53ef\u8bc1\u9002\u5408\u6211\uff1f<\/h2>\n\n\n\n<p id=\"4e5e\">\u4f60\u53ef\u4ee5\u67e5\u770b<a href=\"https:\/\/help.salesforce.com\/articleView?id=users_license_types_communities.htm&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\">\u793e\u533a\u7528\u6237\u8bb8\u53ef\u6587\u6863<\/a>\uff0c\u4e86\u89e3\u54ea\u79cd\u8bb8\u53ef\u6700\u9002\u5408\u4f60\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3878\">1. ISV\u9879\u76ee\u7c7b\u578b<\/h3>\n\n\n\n<p id=\"9e05\">\u4f7f\u7528\u793e\u533a\u8bb8\u53ef\u8bc1\u4f1a\u6709\u4e00\u4e9b\u9650\u5236\u3002\u76ee\u524d\uff0c\u6240\u6709\u65b0\u5408\u540c\u4e2d\uff0cLeanx\u53ea\u80fd\u8f6c\u552e<strong>Commerce Portals\u3001Customer Community\u3001Customer Community Plus\u3001Partner Community*\u4ee5\u53caTableau CRM\u7528\u4e8e\u793e\u533a<\/strong>\u8bb8\u53ef\u8bc1\u8ba2\u9605\u3002\u5982\u6709\u7591\u95ee\uff0c\u8bf7\u8054\u7cfb\u60a8\u7684\u5ba2\u6237\u7ecf\u7406\u3002<\/p>\n\n\n\n<p id=\"7366\"><strong><em>\u6ce8\u610f\uff1a<\/em><\/strong><em>Leanx\u8f6c\u552e\u793e\u533a\u8bb8\u53ef\u8ba2\u9605\u6709\u4e00\u4e9b\u5408\u540c\u9650\u5236\u3002\u5b83\u7981\u6b62\u5728\u6f5c\u5728\u5ba2\u6237\u3001\u673a\u4f1a\u3001\u6848\u4f8b\u3001\u89e3\u51b3\u65b9\u6848\u548c\u6d3b\u52a8\u4e2d\u521b\u5efa\u3001\u9605\u8bfb\u3001\u66f4\u65b0\u548c\u5220\u9664\u3002<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4949\">2. \u4f60\u7684\u793e\u533a\u6210\u5458\u662f\u5458\u5de5\u8fd8\u662f\u5ba2\u6237\/\u5408\u4f5c\u4f19\u4f34\uff1f<\/h3>\n\n\n\n<p id=\"9d4b\">\u4f60\u7684\u793e\u533a\u7528\u6237\u662f\u5185\u90e8\u7528\u6237\u8fd8\u662f\u5916\u90e8\u7528\u6237\uff1f\u5185\u90e8\u7528\u6237\u662f\u4f60\u516c\u53f8\u7684\u5458\u5de5\u3002\u5916\u90e8\u7528\u6237\u662f\u975e\u5458\u5de5\uff0c\u6bd4\u5982\u5ba2\u6237\u3001\u5408\u4f5c\u4f19\u4f34\u6216\u7b2c\u4e09\u65b9\u4f9b\u5e94\u5546\u548c\u627f\u5305\u5546\u3002<br><br>\u5982\u679c\u4f60\u7684\u76ee\u6807\u53d7\u4f17\u662f\u5185\u90e8\u5458\u5de5\uff0c\u90a3\u4e48 <strong>Leanx Platform <strong>Starter<\/strong><\/strong> \u6216\u66f4\u9ad8\u7248\u672c \u662f\u5408\u9002\u7684\u8bb8\u53ef\u8bc1\uff0c\u5141\u8bb8\u5458\u5de5\u7528\u6237\u767b\u5f55\u793e\u533a\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"e604\">3. \u5916\u90e8\u7528\u6237<\/h3>\n\n\n\n<p id=\"cd53\">\u4f60\u7684\u5916\u90e8\u793e\u533a\u7528\u6237\u662f\u5408\u4f5c\u4f19\u4f34\u8fd8\u662f\u5ba2\u6237\uff1f\u5982\u679c\u4ed6\u4eec\u662f\u5408\u4f5c\u4f19\u4f34\uff0c\u6bd4\u5982\u8f6c\u552e\u5546\u6216\u6e20\u9053\u9500\u552e\u56e2\u961f\uff0c\u90a3\u4e48<strong>\u5408\u4f5c\u4f19\u4f34\u793e\u533a<\/strong>\u53ef\u80fd\u662f\u6700\u9002\u5408\u4ed6\u4eec\u7684\u9009\u62e9\u3002<br><br>\u5ba2\u6237\u662f\u4f7f\u7528\u60a8\u7684\u4ea7\u54c1\u6216\u670d\u52a1\u7684\u7528\u6237\u3002\u4ed6\u4eec\u7ecf\u5e38\u9700\u8981\u83b7\u53d6\u4fe1\u606f\u5e76\u89e3\u7b54\u81ea\u5df1\u7684\u7591\u95ee\u3002<strong><strong>Customer Community\u3001Customer Community Plus<\/strong><\/strong> \u662f\u6b64\u7c7b\u7528\u6237\u7684\u7406\u60f3\u8bb8\u53ef\u8bc1\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"0dc1\">4. \u53ef\u7528\u7684\u529f\u80fd<\/h3>\n\n\n\n<p id=\"666f\">\u6211\u4eec\u5c06\u6839\u636e\u529f\u80fd\u63d0\u5347\u548c\u4ef7\u683c\u70b9\u5c06\u5206\u6790\u5206\u4e3a\u56db\u4e2a\u90e8\u5206\u3002<br><br><strong><strong>Commerce Portals<\/strong>&nbsp;<strong><em>vs. Customer Community and Customer Community Plus<\/em><\/strong><\/strong><br>\u8fd9\u4e9b\u8bb8\u53ef\u8bc1\u5728\u529f\u80fd\u548c\u4ef7\u683c\u4e2d\u5c5e\u4e8e\u8f83\u4f4e\u7aef\u3002<br><br>\u4ee5\u4e0b\u95ee\u9898\u5c06\u5e2e\u52a9\u60a8\u5728\u5546\u52a1\u95e8\u6237\u548c\u5ba2\u6237\u793e\u533a\/\u5ba2\u6237\u793e\u533a\u52a0\u4e4b\u95f4\u505a\u51fa\u9009\u62e9\uff1a<br>a.\u4f60\u7684\u5ba2\u6237\u9700\u8981\u8bbf\u95ee\u6807\u51c6\u7684 Leanx Work Order \u5bf9\u8c61\u6765\u8bb0\u5f55\u552e\u540e\u6848\u4ef6\u5417\uff1f<br>b.\u4f60\u7684\u5ba2\u6237\u662f\u5426\u9700\u8981\u9605\u8bfb\u3001\u521b\u5efa\u548c\u5220\u9664Knowledge\uff08\u77e5\u8bc6\u5e93\uff09\u8bbf\u95ee\u6743\u9650\u4ee5\u5b9e\u73b0\u81ea\u52a9\u670d\u52a1\u548c\u5b66\u4e60\uff1f<br>C.\u4f60\u4e0d\u9700\u8981\u989d\u5916\u7684\u5e73\u53f0\u5bb9\u91cf\uff0c\u6bd4\u5982 API \u8c03\u7528\u3001\u6570\u636e\u5b58\u50a8\u548c\u6587\u4ef6\u5b58\u50a8\u3002<br><br>\u5982\u679c\u4ee5\u4e0a\u4efb\u4f55\u4e00\u4e2a\u7b54\u6848\u662f\u80af\u5b9a\u7684\uff0c\u90a3\u4e48<strong><strong><strong><em>Customer Community \u6216 Customer Community Plus<\/em><\/strong><\/strong><\/strong>\u8bb8\u53ef\u8bc1\u662f\u5408\u9002\u7684\u9009\u62e9\u3002\u8bf7\u6ce8\u610f\uff0c\u5ba2\u6237\u793e\u533a\u8bb8\u53ef\u8bc1\u7684\u7248\u672c\u65e0\u6cd5\u8bbf\u95eeSalesforce Case\u3002<br><br>\u5982\u679c\u4f60\u7684\u7528\u4f8b\u53ea\u4f7f\u7528\u81ea\u5b9a\u4e49\u5bf9\u8c61\uff0c\u4e14\u4e0d\u5c5e\u4e8e\u81ea\u52a9\u5ba2\u6237\u793e\u533a\u6216\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u7528\u4f8b\uff0c<strong>Commerce&nbsp;Portals&nbsp;<\/strong>\u662f\u4e2a\u4e0d\u9519\u7684\u9009\u62e9\u3002Lightning \u5916\u90e8\u5e94\u7528\u542f\u52a8\u5668\uff08<strong><strong>Commerce Portals<\/strong><\/strong>\uff09\u7684\u4e00\u4e2a\u4f18\u52bf\u662f\u5b83\u5177\u5907\u989d\u5916\u7684\u5e73\u53f0\u529f\u80fd\uff0c\u5982 API \u8c03\u7528\u3001\u6570\u636e\u5b58\u50a8\u548c\u6587\u4ef6\u5b58\u50a8\u3002\u8be5\u8bb8\u53ef\u8bc1\u76f8\u8f83\u4e8e\u5ba2\u6237\u793e\u533a\u7684\u4e00\u4e2a\u7f3a\u70b9\u662f\u5546\u52a1\u95e8\u6237\u4ec5\u5177\u5907Knowledge\u7684\u53ea\u8bfb\u6743\u9650\u3002<\/p>\n\n\n\n<p class=\"has-vivid-green-cyan-color has-text-color has-link-color wp-elements-aaa629b2dff9dac85a182e4a777a939d\" id=\"666f\"><em>\u6ce8\u610f\uff1aLeanx\u5ba2\u6237\u6709\u4e00\u9879\u798f\u5229\uff0c\u53ef\u4ee5\u83b7\u5f97\u6700\u591a100\u4e2a\u514d\u8d39\u7684\u5546\u4e1a\u95e8\u6237\u8bb8\u53ef\u8bc1\uff0c\u4ee5\u542f\u52a8\u4e91\u4f53\u9a8c\u3002<\/em><\/p>\n\n\n\n<p id=\"666f\"><strong><em><strong><strong><em>Customer Community vs. Customer Community Plus<\/em><\/strong><\/strong><\/em><\/strong><br>\u5982\u679c\u4f60\u8003\u8651\u5ba2\u6237\u793e\u533a\u8bb8\u53ef\u8bc1\uff0c\u5b83\u4eec\u8fdb\u4e00\u6b65\u7ec6\u5206\u4e3a <strong><em><strong><strong><em>Customer Community \u6216 Customer Community Plus<\/em><\/strong><\/strong><\/em><\/strong>\uff0cPlus\u63d0\u4f9b\u66f4\u591a\u529f\u80fd\uff0c\u4f46\u901a\u5e38\u4ef7\u683c\u9ad8\u4e8e\u5ba2\u6237\u793e\u533a\u3002<br><br>\u4ee5\u4e0b\u95ee\u9898\u5c06\u5e2e\u52a9\u60a8\u5728Lightning\u5916\u90e8\u5e94\u7528\u548c\u5ba2\u6237\u793e\u533a\u4e4b\u95f4\u505a\u51fa\u9009\u62e9\uff1a<br>a.\u4f60\u7684\u7528\u6237\u9700\u8981\u8bbf\u95eeReports\u548cDashboard\u5417\uff1f<br>b.\u4f60\u7684\u7528\u6237\u9700\u8981\u8bbf\u95eeTableau CRM\u5417\uff1f<br>C.\u4f60\u7684\u7528\u6237\u9700\u8981Role Hierarchy\u3001Sharing Rules \u548c \u5176\u4ed6\u9ad8\u7ea7\u5171\u4eab\u529f\u80fd\u5417\uff1f<br>D.\u4f60\u9700\u8981\u8bbf\u95ee Calendars&nbsp;\u548c Events \u5417\uff1f<br>E.\u4f60\u9700\u8981\u8bbf\u95ee CRM Content \u5417\uff1f<\/p>\n\n\n\n<p id=\"c02f\">\u5982\u679c\u4ee5\u4e0a\u4efb\u4f55\u4e00\u4e2a\u7b54\u6848\u662f\u80af\u5b9a\u7684\uff0c\u90a3\u4e48&nbsp;<strong>Customer Community Plus<\/strong>&nbsp;\u5c31\u662f\u5408\u9002\u7684\u8bb8\u53ef\u8bc1\u3002\u5f53\u7136\uff0c\u5982\u679cLeanx\u89e3\u51b3\u65b9\u6848\u7684\u7528\u6237\u89d2\u8272\u65e2\u7b26\u5408 <strong><em><strong><strong><em>Customer Community<\/em><\/strong><\/strong><\/em><\/strong> \u53c8\u7b26\u5408 <strong><em><strong><strong><em>Customer Community Plus<\/em><\/strong><\/strong><\/em><\/strong>\uff0c\u7ec4\u7ec7\u53ef\u4ee5\u540c\u65f6\u62e5\u6709\u4e24\u8005\u8bb8\u53ef\u7684\u6df7\u5408\u3002<br><br><strong><em><strong><strong><em>Customer Community \u4e0e Customer Community Plus<\/em><\/strong><\/strong><\/em><br><\/strong>\u5982\u679c\u7528\u6237\u9700\u8981\u8bbf\u95ee\u6f5c\u5728\u5ba2\u6237\u3001\u673a\u4f1a\u3001\u6d3b\u52a8\u548c\u62a5\u4ef7\u7b49\u5bf9\u8c61\uff0c\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u662f\u76f8\u8f83\u4e8e\u5ba2\u6237\u793e\u533a\u52a0\u7684\u5408\u9002\u8bb8\u53ef\u3002<br><br><strong><em>\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u4e0e\u5916\u90e8\u5e94\u7528<\/em><br><\/strong>\u8fd9\u4e24\u8005\u552f\u4e00\u7684\u533a\u522b\u662f\u5916\u90e8\u5e94\u7528\u5305\u542b\u989d\u5916\u7684 API \u8c03\u7528\u3001\u6570\u636e\u5b58\u50a8\u548c\u6587\u4ef6\u5b58\u50a8\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4983\">5. \u7528\u6237\u6570\u91cf\u89c4\u6a21<\/h3>\n\n\n\n<p id=\"a991\">\u7528\u6237\u6570\u91cf\u4e5f\u662f\u51b3\u5b9a\u9009\u62e9\u54ea\u79cd\u8bb8\u53ef\u8bc1\u7c7b\u578b\u7684\u91cd\u8981\u56e0\u7d20\u3002<br><br>\u5546\u4e1a\u95e8\u6237\u548c\u5ba2\u6237\u793e\u533a\u53ef\u6269\u5c55\u81f31000\u4e07\u7528\u6237\uff0c\u800c\u5ba2\u6237\u793e\u533a\u52a0\u3001\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u548c\u5916\u90e8\u5e94\u7528\u5404\u53ef\u6269\u5c55\u81f3200\u4e07\u7528\u6237\u3002<br><br>\u5ba2\u6237\u793e\u533a\u52a0\u3001\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u548c\u5916\u90e8\u5e94\u7528\u7528\u6237\u62e5\u6709\u89d2\u8272\u548c\u5171\u4eab\u529f\u80fd\uff0c\u589e\u52a0\u4e86\u590d\u6742\u5ea6\uff0c\u4ece\u800c\u652f\u6301\u8f83\u4f4e\u7684\u7528\u6237\u91cf\u3002\u501f\u52a92018\u5e74\u6625\u5b63\u7684<a href=\"https:\/\/www.google.com\/url?q=https%3A%2F%2Freleasenotes.docs.salesforce.com%2Fen-us%2Fspring18%2Frelease-notes%2Frn_networks_account_role_optimization.htm&amp;sa=D&amp;sntz=1&amp;usg=AFQjCNE67UBL-Gsgluq664EqQnV-wr_ZEQ\" rel=\"noreferrer noopener\" target=\"_blank\">\u8d26\u6237\u89d2\u8272\u4f18\u5316<\/a>\u529f\u80fd\uff0c\u5ba2\u6237\u793e\u533aPlus\u548c\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u53ef\u6269\u5c55\u81f3\u8d85\u8fc7200\u4e07\u7528\u6237\u3002\u6b64\u529f\u80fd\u9700\u8981\u7531\u652f\u6301\u90e8\u95e8\u542f\u7528\uff0c\u5e76\u9700\u4ea7\u54c1\u56e2\u961f\u9010\u6848\u5ba1\u6279\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"962e\">6. \u7528\u6237\u8bbf\u95ee\u9891\u7387\uff08\u6210\u5458\u4e0e\u767b\u5f55\uff09<\/h3>\n\n\n\n<p id=\"7688\">\u6211\u4eec\u7406\u89e3\uff0c\u5916\u90e8\u7528\u6237\u7c7b\u578b\u53ef\u80fd\u6709\u4e0d\u540c\u7684\u8bbf\u95ee\u793e\u533a\u539f\u56e0\u3002\u4f8b\u5982\uff0c\u91d1\u878d\u673a\u6784\u53ef\u80fd\u62e5\u6709\u62e5\u6709\u94f6\u884c\u8d26\u6237\u7684\u7528\u6237\uff0c\u5e76\u9891\u7e41\u767b\u5f55\u7ba1\u7406\u8d26\u6237\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u6709\u4e9b\u7528\u6237\u53ef\u80fd\u6709\u8d37\u6b3e\uff0c\u5e73\u5747\u6bcf\u6708\u53ea\u767b\u5f55\u4e00\u5230\u4e24\u6b21\u4ee5\u67e5\u770b\u4f59\u989d\u3002\u793e\u533a\u8bb8\u53ef\u8bc1\u652f\u6301\u4e24\u79cd\u6a21\u5f0f\u4ee5\u9002\u5e94\u8fd9\u4e00\u7528\u4f8b\uff1a\u6210\u5458\u8bb8\u53ef\u8bc1\u548c\u767b\u5f55\u8bb8\u53ef\u8bc1\u3002<br><br><strong>\u4f1a\u5458<\/strong>\u8bb8\u53ef\u8bc1\u9762\u5411\u7ecf\u5e38\u767b\u5f55\u793e\u533a\u7684\u6d3b\u8dc3\u7528\u6237\u3002\u7136\u800c\uff0c<strong>Login<\/strong>\u8bb8\u53ef\u8bc1\u662f\u9488\u5bf9\u90a3\u4e9b\u767b\u5f55\u9891\u7387\u8f83\u4f4e\u7684\u7528\u6237\uff0c\u901a\u5e38\u6bcf\u6708\u767b\u5f55\u6b21\u6570\u4e0d\u8d85\u8fc73\u6b21\u3002\u4e0e\u767b\u5f55\u8bb8\u53ef\u8bc1\u76f8\u5173\u7684\u5916\u90e8\u7528\u6237\u6bcf\u6b21\u767b\u5f55\u793e\u533a\u65f6\u90fd\u4f1a\u6d88\u8017\u4e00\u4e2a\u767b\u5f55\u4fe1\u606f\u3002\u7136\u800c\uff0c\u540c\u4e00\u5929\u591a\u6b21\u767b\u5f55\u4ecd\u7136\u53ea\u6d88\u8017\u4e00\u6b21\u767b\u5f55\uff0c\u4e14\u4e00\u65e6\u767b\u5f55\uff0c\u5728\u7ec4\u7ec7\u5185\u5207\u6362\u793e\u533a\u4e5f\u4e0d\u4f1a\u989d\u5916\u6d88\u8017\u767b\u5f55\u6b21\u6570\u3002\u4f60\u6bcf\u6708\u8d2d\u4e70\u7684\u767b\u5f55\u6b21\u6570\u4e0e\u7ec4\u7ec7\u4e2d\u63d0\u4f9b\u7684\u767b\u5f55\u8bb8\u53ef\u6570\u91cf\u4e4b\u95f4\u7684\u6bd4\u4f8b\u662f1\u6bd420\u3002<br><br>\u4e3e\u4e2a\u4f8b\u5b50\u3002\u5982\u679c\u4f60\u8f6c\u552e\u5e76\u63d0\u4f9b100\u4e2a\u6210\u5458\u8bb8\u53ef\u8bc1\uff0c\u90a3\u4e48100\u4e2a\u6210\u5458\u53ef\u4ee5\u4f7f\u7528\u8be5\u8bb8\u53ef\u8bc1\u8bbf\u95ee\u793e\u533a\u3002\u5982\u679c\u4f60\u8f6c\u552e\u5e76\u63d0\u4f9b100\u4e2a\u6708\u5ea6\u767b\u5f55\uff0c\u90a3\u4e48\u7ec4\u7ec7\u4e2d\u4f1a\u914d\u7f6e2000\u4e2a\u767b\u5f55\u8bb8\u53ef\u8bc1\uff0c\u4ee5\u786e\u4fdd\u4f60\u6709\u8db3\u591f\u7684\u8bb8\u53ef\u8bc1\u5206\u914d\u7ed9\u6240\u6709\u53ef\u80fd\u521b\u5efa\u7684\u57fa\u4e8e\u767b\u5f55\u7684\u7528\u6237\u3002\u767b\u5f55\u4ef7\u683c\u901a\u5e38\u4f4e\u4e8e\u4f1a\u5458\u4ef7\u683c\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"adcc\"><strong>Tableau \u793e\u533a\u7528\u6237\u7684 CRM \u8bbf\u95ee<\/strong><\/h2>\n\n\n\n<p id=\"a2f2\">\u5728\u4e3a\u5916\u90e8\u793e\u533a\u7528\u6237\u63d0\u4f9bTableau CRM\u529f\u80fd\u7684\u8bbf\u95ee\u65f6\uff0c\u6709\u51e0\u4e2a\u9009\u62e9\u3002<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Tableau \u793e\u533a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08\u6210\u5458\uff09<\/li>\n\n\n\n<li>Tableau \u793e\u533a CRM\uff08\u767b\u5f55\uff09<\/li>\n<\/ol>\n\n\n\n<p id=\"3049\">\u8fd9\u4e9b\u9644\u52a0\u8bb8\u53ef\u8bc1\u53ea\u80fd\u4e0e\u5ba2\u6237\u793e\u533a+\u6216\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u8bb8\u53ef\u914d\u5408\u4f7f\u7528\u3002<br><em>\u6ce8\u610f\uff1aTableau \u793e\u533a CRM \u8bb8\u53ef\u8bc1\u4e5f\u9002\u7528\u4e8e OEM \u5382\u5546\u3002<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"802c\">\u793e\u533a\u8bb8\u53ef\u8bc1\u5728\u8bb8\u53ef\u8bc1\u7ba1\u7406\u5e94\u7528\uff08LMA\uff09\u548c\u6e20\u9053\u8ba2\u5355\u5e94\u7528\uff08COA\uff09\u4e2d\u662f\u5982\u4f55\u5de5\u4f5c\u7684\uff1f<\/h2>\n\n\n\n<p id=\"7bc5\">\u5982\u679c\u4f60\u662fOEM\u5382\u5546\u8f6c\u552e\u793e\u533a\u8bb8\u53ef\u8bc1\u8ba2\u9605\uff0c\u4f60\u4f1a\u6709\u4e00\u4e2a\u4ea7\u54c1\u76ee\u5f55\uff0c\u5217\u51fa\u4f60\u7684\u793e\u533a\u8bb8\u53ef\u8bc1\uff0c\u6309\u6309\u7528\u6237\u6708\u5ea6\u5b9a\u4ef7\u3002\u5bf9\u4e8e\u4f1a\u5458\u8bb8\u53ef\u8bc1\uff0c\u6bcf\u4e2a\u8ba2\u5355\u5bf9\u5e94\u4e00\u4e2a\u793e\u533a\u6210\u5458\u7528\u6237\uff0c\u7528\u6237\u53ef\u4ee5\u591a\u6b21\u767b\u5f55\u3002\u4f46\u5bf9\u4e8e\u57fa\u4e8e\u767b\u5f55\u7684\u4f1a\u5458\uff0c\u6bcf\u4e2a\u5355\u4f4d\u5bf9\u5e94\u6bcf\u6708\u4e00\u6b21\u767b\u5f55\u3002<br><br>\u8ba9\u6211\u4eec\u56de\u5230\u6211\u4eec\u7528\u6765\u8ba8\u8bba\u6210\u5458\u4e0e\u767b\u5f55\u7684\u4f8b\u5b50\u3002\u5982\u679c\u60a8\u8f6c\u552e\u5e76\u63d0\u4f9b100\u4e2a\u4f1a\u5458\u8bb8\u53ef\u8bc1\uff0c\u60a8\u5c06\u63d0\u4ea4100\u4e2a\u793e\u533a\u4f1a\u5458\u8bb8\u53ef\u8bc1\u7684\u8ba2\u5355\u3002\u5982\u679c\u4f60\u8f6c\u552e\u5e76\u6bcf\u6708\u63d0\u4f9b100\u4e2a\u767b\u5f55\uff08\u76f8\u5f53\u4e8e2000\u4e2a\u767b\u5f55\u8bb8\u53ef\uff09\uff0c\u4f60\u5c06\u63d0\u4ea4100\u4e2a\u767b\u5f55\u7684COA\u8ba2\u5355\u3002<br><br>\u5728LMA\u4e2d\uff0c\u4f60\u5fc5\u987b\u5206\u914d\u82e5\u5e72\u8bb8\u53ef\u5e2d\u4f4d\uff0c\u5141\u8bb8\u5ba2\u6237\u4e3a\u4f60\u7684\u5957\u9910\u6dfb\u52a0\u7528\u6237\u8bbf\u95ee\u6743\u9650\u3002\u5bf9\u4e8e\u57fa\u4e8e\u6210\u5458\u7684\u793e\u533a\u8bb8\u53ef\u8bc1\uff0c\u4f60\u9700\u8981\u4e3a\u6bcf\u4e2a\u60f3\u8981\u63d0\u4f9b\u8bbf\u95ee\u6743\u9650\u7684\u6301\u8bc1\u7528\u6237\u6dfb\u52a0\u4e00\u4e2a\u5e2d\u4f4d\u3002\u7136\u800c\uff0c\u5bf9\u4e8e\u57fa\u4e8e\u767b\u5f55\u7684\u793e\u533a\u8bb8\u53ef\u8bc1\uff0c\u4f60\u5fc5\u987b\u4e3a\u6bcf\u4e2a\u767b\u5f55\u6dfb\u52a0\u4e00\u4e2a\u5e2d\u4f4d\uff0c\u800c\u4e0d\u662f\u4e3a\u6bcf\u4e2a\u7528\u6237\u6dfb\u52a0\u4e00\u4e2a\u5e2d\u4f4d\u3002<br><br>\u56de\u5230\u6211\u4eec\u7684\u4f8b\u5b50\uff0c\u6211\u4eec\u5c06\u4e3a100\u4e2a\u57fa\u4e8e\u4f1a\u5458\u7684\u8bb8\u53ef\u8bc1\u63d0\u4f9b100\u4e2a\u5e2d\u4f4d\uff0c\u5e76\u4e3aLMA\u7684100\u4e2a\u767b\u5f55\u4f4d\u63d0\u4f9b100\u4e2a\u5e2d\u4f4d\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"37bb\">\u6458\u8981<\/h2>\n\n\n\n<p id=\"add6\">\u793e\u533a\u8bb8\u53ef\u8bc1\u6709\u5f88\u591a\u9009\u62e9\u3002\u5982\u679c\u4f60\u5206\u6790\u4e86\u8fd9\u91cc\u63d0\u5230\u7684\u6240\u6709\u53c2\u6570\uff0c\u4f60\u5e94\u8be5\u80fd\u5f88\u597d\u5730\u5224\u65ad\u54ea\u4e9b\u8bb8\u53ef\u8bc1\u9002\u5408\u4f60\u7684\u7528\u4f8b\u548c\u89e3\u51b3\u65b9\u6848\u3002\u793e\u533a\u8bb8\u53ef\u8bc1\u6700\u68d2\u7684\u5730\u65b9\u5728\u4e8e\uff0c\u4f60\u53ef\u4ee5\u5728\u7ec4\u7ec7\u4e2d\u6df7\u5408\u4f7f\u7528\u5404\u79cd\u8bb8\u53ef\u8bc1\uff0c\u8fd9\u662f\u4e00\u79cd\u5f88\u597d\u7684\u6269\u5c55\u65b9\u5f0f\uff0c\u968f\u7740\u5ba2\u6237\u4e1a\u52a1\u6269\u5c55\uff0c\u6ee1\u8db3\u4ed6\u4eec\u7684\u9700\u6c42\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"e511\">Resource<\/h2>\n\n\n\n<p id=\"fd62\"><a href=\"https:\/\/help.salesforce.com\/articleView?id=networks_resources.htm&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce \u793e\u533a\u6982\u89c8<\/a><br><a href=\"https:\/\/help.salesforce.com\/articleView?id=networks_overview.htm&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\">\u8bbe\u7f6e\u548c\u7ba1\u7406 Salesforce \u793e\u533a<\/a><br><a href=\"https:\/\/trailhead.salesforce.com\/en\/content\/learn\/modules\/community_cloud_basics\" target=\"_blank\" rel=\"noreferrer noopener\">Trailheads<\/a><br><\/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=\"35844\" 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=\"35844\" 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>\u5728\u4e3a\u60a8\u7684 Leanx \u5e94\u7528\u6216\u89e3\u51b3\u65b9\u6848\u9009\u62e9\u5408\u9002\u7684 Salesforce \u793e\u533a\u8bb8\u53ef\u8bc1\uff08Experience Clo [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":27248,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[375],"tags":[],"class_list":["post-35844","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-leanx-help"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/35844","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=35844"}],"version-history":[{"count":4,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/35844\/revisions"}],"predecessor-version":[{"id":35857,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/posts\/35844\/revisions\/35857"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/media\/27248"}],"wp:attachment":[{"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/media?parent=35844"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/categories?post=35844"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.xiazhi.co\/en\/wp-json\/wp\/v2\/tags?post=35844"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}