{"id":1536,"date":"2018-09-01T15:57:01","date_gmt":"2018-09-01T07:57:01","guid":{"rendered":"http:\/\/www.ponybai.com\/?p=1536"},"modified":"2018-09-01T15:57:01","modified_gmt":"2018-09-01T07:57:01","slug":"%e5%bc%80%e5%a7%8b%e4%bd%bf%e7%94%a8salesforce","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=1536","title":{"rendered":"\u5f00\u59cb\u4f7f\u7528Salesforce"},"content":{"rendered":"\n\t\t\t\t\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading1\">\u5b66\u4e60\u76ee\u6807<\/h2>\n\n\n\n<p>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u767b\u5f55Salesforce\u3002<\/li><li>\u6d4f\u89c8\u7528\u6237\u4f53\u9a8c\u3002<\/li><li>\u89e3\u91caLightning Experience\u548cSalesforce Classic\u4e4b\u95f4\u7684\u533a\u522b\u3002<\/li><li>\u8bbf\u95eeSalesforce\u4e2d\u63d0\u4f9b\u7684\u8bb8\u591a\u91cd\u8981\u529f\u80fd\u3002<\/li><\/ul>\n\n\n\n<p>\u6b22\u8fce\u6765\u5230\u95ea\u7535\u4f53\u9a8c\uff01 Lightning Experience\u662f\u4e00\u79cd\u73b0\u4ee3\u5316\uff0c\u9ad8\u6548\u7684\u7528\u6237\u4f53\u9a8c\uff0c\u65e8\u5728\u5e2e\u52a9\u60a8\u505a\u5f97\u66f4\u591a\uff0c\u66f4\u9ad8\u6548\u3002<\/p>\n\n\n\n<p>\u968f\u7740Lightning Experience\u7684\u63a8\u51fa\uff0c\u6211\u4eec\u4e13\u6ce8\u4e8e\u60a8\u7684\u9500\u552e\u4ee3\u8868\uff0c\u901a\u8fc7\u91cd\u65b0\u8bbe\u60f3\u7684\u684c\u9762\u4f53\u9a8c\u6765\u652f\u6301\u60a8\u7684\u9500\u552e\u6d41\u7a0b\u3002\u7ed3\u679c\u662f\u4e00\u4e2a\u66f4\u9ad8\u6548\u7684\u754c\u9762\uff0c\u65e8\u5728\u652f\u6301\u9500\u552e\u4ee3\u8868\u6bcf\u5929\u7684\u5de5\u4f5c\u65b9\u5f0f\u3002<\/p>\n\n\n\n<p>\u867d\u7136\u6211\u4eec\u5df2\u7ecf\u5f00\u59cb\u9500\u552e\uff0c\u4f46Lightning Experience\u4e0d\u4f1a\u5c31\u6b64\u7ed3\u675f\u3002\u8fd9\u771f\u7684\u53ea\u662f\u4e00\u4e2a\u5f00\u59cb\uff01 Lightning Experience\u5c06\u6539\u53d8Salesforce CRM\u5e76\u6269\u5c55\u5230\u670d\u52a1\uff0c\u5e94\u7528\u7a0b\u5e8f\uff0c\u5e73\u53f0\u7b49\u3002\u65e0\u8bba\u60a8\u5728\u54ea\u4e2a\u90e8\u95e8\uff0c\u6211\u4eec\u90fd\u4e86\u89e3\u4eba\u4eec\u7684\u5de5\u4f5c\u65b9\u5f0f\u6b63\u5728\u53d1\u751f\u53d8\u5316\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/f_auto,q_auto\/doc\/trailhead\/en-us301476ff9e67745b8fb46950dc173dbf.png\" alt=\"Dreamforce map\"\/><\/figure>\n\n\n\n<p>\u5f53\u6211\u4eec\u8c08\u8bbaLightning Experience\u65f6\uff0c\u6211\u4eec\u8c08\u8bba\u7684\u662fSalesforce\u4e2d\u9488\u5bf9\u9500\u552e\u4f7f\u7528\u800c\u4f18\u5316\u7684\u9875\u9762\u3002\u6211\u4eec\u6b63\u5728\u8c08\u8bba\u6bcf\u6b21\u767b\u5f55Salesforce\u65f6\u90fd\u80fd\u5e2e\u52a9\u60a8\u4e13\u6ce8\u4e8e\u6b63\u786e\u4ea4\u6613\u548c\u6b63\u786e\u6d3b\u52a8\u7684\u65b0\u529f\u80fd\u3002\u6211\u4eec\u6b63\u5728\u8ba8\u8bba\u7075\u6d3b\u7684\u4ea4\u4e92\u5f0f\u5de5\u5177\uff0c\u60a8\u53ef\u4ee5\u4f7f\u7528\u5b83\u4eec\u5b9e\u65f6\u67e5\u770b\u6570\u636e\u5e76\u5728\u98de\u884c\u4e2d\u5904\u7406\u4ea4\u6613\u3002<\/p>\n\n\n\n<p>\u60f3\u77e5\u9053\u66f4\u591a\uff1f\u8ba9\u6211\u4eec\u9996\u5148\u8ba9\u60a8\u767b\u5f55\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading3\">\u767b\u5f55Salesforce<\/h2>\n\n\n\n<p>\u60a8\u7684\u767b\u5f55\u65b9\u5f0f\u5c06\u53d6\u51b3\u4e8e\u60a8\u7684Salesforce\u7ba1\u7406\u5458\u5982\u4f55\u8bbe\u7f6e\u60a8\u7684\u7ec4\u7ec7\u3002\u4f8b\u5982\uff0c\u60a8\u53ef\u4ee5\u8f6c\u5230\u81ea\u5b9a\u4e49URL\u8fdb\u884c\u767b\u5f55\uff0c\u60a8\u5c06\u5728\u5176\u4e2d\u8f93\u5165\u51ed\u636e\uff0c\u7136\u540e\u5c06\u5176\u5b9a\u5411\u5230Salesforce\u7ec4\u7ec7\u3002\u8bf7\u54a8\u8be2\u60a8\u7684Salesforce\u7ba1\u7406\u5458\uff0c\u4e86\u89e3\u60a8\u516c\u53f8\u7684\u767b\u5f55\u6d41\u7a0b\u3002<\/p>\n\n\n\n<p>\u5bf9\u4e8e\u901a\u8fc7\u6807\u51c6\u6d41\u7a0b\u767b\u5f55\u7684\u5ba2\u6237\uff0c\u767b\u5f55\u6b65\u9aa4\u5982\u4e0b\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Salesforce Admin\u5c06\u60a8\u8bbe\u7f6e\u4e3aSalesforce\u7ec4\u7ec7\u4e2d\u7684\u7528\u6237\u3002<\/li><li>\u60a8\u5c06\u6536\u5230\u4e00\u5c01\u7535\u5b50\u90ae\u4ef6\uff0c\u5176\u4e2d\u5305\u542b\u767b\u5f55\u548c\u8bbe\u7f6e\u5bc6\u7801\u7684\u94fe\u63a5\u3002<\/li><li>\u5355\u51fb\u94fe\u63a5\uff0c\u8bbe\u7f6e\u5bc6\u7801\u548c\u5b89\u5168\u95ee\u9898\uff0c\u7136\u540e\u5355\u51fb\u201cSave\u201d\u3002\u7136\u540e\uff0c\u60a8\u5c06\u88ab\u91cd\u5b9a\u5411\u5230Salesforce\u7ec4\u7ec7\u3002<\/li><\/ol>\n\n\n\n<p>\u5728\u540e\u7eed\u8bbf\u95ee\u4e2d\uff0c\u767b\u5f55\u6b65\u9aa4\u5982\u4e0b\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>\u8f6c\u5230 <a href=\"https:\/\/login.salesforce.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">login.salesforce.com<\/a>.<\/li><li>\u8f93\u5165\u60a8\u7684\u7528\u6237\u540d\u548c\u5bc6\u7801\uff0c\u7136\u540e\u5355\u51fb <strong>Log in to Salesforce<\/strong>.<\/li><\/ol>\n\n\n\n<p>\u767b\u5f55Salesforce\u540e\uff0c\u60a8\u5c06\u88ab\u5b9a\u5411\u5230Home\u3002\u6211\u4eec\u5148\u8c08\u8c08\u8fd9\u4e2a\u95ee\u9898\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading4\">Home<\/h2>\n\n\n\n<p>\u5f53\u60a8\u767b\u5f55Salesforce\u65f6\uff0cHome\u662f\u60a8\u767b\u9646\u7684\u7b2c\u4e00\u4e2a\u5730\u65b9\u3002\u8fd9\u662f\u4e00\u4e2a\u73b0\u4ee3\u5316\u7684\u667a\u80fd\u4e3b\u9875\uff0c\u5176\u4e2d\u5305\u542b\u8bb8\u591a\u5de5\u5177\uff0c\u53ef\u5e2e\u52a9\u60a8\u5feb\u901f\u5f00\u59cb\u65b0\u7684\u4e00\u5929\u3002\u5728Home\uff0c\u60a8\u53ef\u4ee5\u76d1\u63a7\u60a8\u7684\u76ee\u6807\u7ee9\u6548\u5e76\u83b7\u5f97\u5173\u952e\u5ba2\u6237\u7684\u89c1\u89e3\u3002\u60a8\u8fd8\u53ef\u4ee5\u8bbf\u95ee\u52a9\u624b\uff0c\u8981\u505a\u7684\u4e8b\u60c5\u5217\u8868\u548c\u5730\u70b9\u3002\u60a8\u7684Salesforce\u7ba1\u7406\u5458\u53ef\u4ee5\u521b\u5efa\u9488\u5bf9\u4e0d\u540c\u914d\u7f6e\u6587\u4ef6\u663e\u793a\u7684\u81ea\u5b9a\u4e49\u4e3b\u9875\uff0c\u56e0\u6b64\u60a8\u53ef\u80fd\u4f1a\u5728\u4e3b\u9875\u4e0a\u770b\u5230\u4e0d\u540c\u7684\u529f\u80fd\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u4f7f\u7528\u201c\u52a9\u624b\u201d\u786e\u5b9a\u60a8\u4eca\u5929\u9700\u8981\u505a\u4ec0\u4e48<\/li><li>\u4f7f\u7528\u6027\u80fd\u56fe\u8868\u6765\u76d1\u63a7\u60a8\u538b\u788e\u53f7\u7801\u7684\u63a5\u8fd1\u7a0b\u5ea6<\/li><li>\u901a\u8fc7\u65b0\u95fb\u5feb\u901f\u83b7\u53d6\u89c1\u89e3<\/li><li>\u5c06\u60a8\u7684\u9500\u552e\u6d3b\u52a8\u96c6\u4e2d\u5728\u60a8\u7684\u70ed\u95e8\u4f18\u60e0\u4e0a<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/f_auto,q_auto\/doc\/trailhead\/en-us83b266b2d3b9816d5263ec611970e3cc.png\" alt=\"Home page in Lightning Experience labeled\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li>Performance Chart: \u76d1\u63a7\u5e76\u66f4\u65b0\u60a8\u7684\u7ee9\u6548\u4ee5\u8fbe\u5230\u76ee\u6807\u3002<\/li><li>Assistant: \u901a\u8fc7\u67e5\u770b\u9700\u8981\u60a8\u6ce8\u610f\u7684\u7ebf\u7d22\u548c\u673a\u4f1a\uff0c\u4fdd\u6301\u6b63\u8f68\u3002<\/li><li>News: \u4e00\u76ee\u4e86\u7136\u5730\u4e86\u89e3\u60a8\u7684\u91cd\u8981\u5e10\u6237\u3002<\/li><li>Upcoming events:\u4eca\u5929\u67e5\u770b\u60a8\u65e5\u5386\u4e0a\u7684\u4e0b\u4e94\u4e2a\u4f1a\u8bae\u3002<\/li><li>Today\u2019s tasks: \u67e5\u770b\u4eca\u5929\u5230\u671f\u7684\u4e94\u9879\u4efb\u52a1\u3002<\/li><li>Recent records: \u8bbf\u95ee\u6700\u8fd1\u67e5\u770b\u8bb0\u5f55\u7684\u94fe\u63a5\u3002<\/li><li>Top deals: \u5728\u65b9\u4fbf\u7684\u5217\u8868\u4e2d\u67e5\u770b\u60a8\u7684\u6700\u4f73\u5f00\u653e\u673a\u4f1a\u3002<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading5\">\u673a\u4f1a\u5de5\u4f5c\u533a<\/h2>\n\n\n\n<p>\u5982\u679c\u60a8\u8fd8\u8bb0\u5f97\u6211\u4eec\u5728\u4e0a\u4e00\u4e2a\u5355\u5143\u4e2d\u5ba1\u6838\u8fc7\u7684\u5b9a\u4e49\uff0c\u90a3\u4e48\u673a\u4f1a\u5c31\u662f\u6709\u8d44\u683c\u8d2d\u4e70\u7684\u6f5c\u5728\u5ba2\u6237\u3002\u65e0\u8bba\u60a8\u662f\u6765\u81eaHome\uff0c\u5bfc\u822a\u83dc\u5355\uff0c\u641c\u7d22\u8fd8\u662fSalesforce\u4e2d\u7684\u76f8\u5173\u8bb0\u5f55\uff0c\u4e00\u65e6\u60a8\u70b9\u51fb\u673a\u4f1a\uff0c\u60a8\u5c31\u9700\u8981\u4e00\u4e2a\u529f\u80fd\u5f3a\u5927\u7684\u5de5\u4f5c\u533a\uff0c\u60a8\u53ef\u4ee5\u5feb\u901f\u5b8c\u6210\u5de5\u4f5c\u5e76\u5c06\u7cbe\u529b\u96c6\u4e2d\u5728\u9500\u552e\u4e0a\u3002<\/p>\n\n\n\n<p>\u8fdb\u5165\u673a\u4f1a\u5de5\u4f5c\u533a\u3002\u5728\u8fd9\u91cc\uff0c\u60a8\u7684\u9500\u552e\u6d41\u7a0b\u5360\u636e\u4e86\u4e2d\u5fc3\u4f4d\u7f6e\uff0c\u4e3a\u9500\u552e\u6d41\u7a0b\u4e2d\u7684\u6bcf\u4e2a\u9636\u6bb5\u63d0\u4f9b\u4e86\u5b9a\u5236\u7684\u8f85\u5bfc\u811a\u672c\uff0c\u4e00\u76ee\u4e86\u7136\u7684\u6d1e\u5bdf\u529b\u548c\u6d3b\u52a8\u65f6\u95f4\u8868\uff0c\u4ee5\u53ca\u4ee5\u66f4\u5c11\u7684\u70b9\u51fb\u6b21\u6570\u5feb\u901f\u521b\u5efa\u8bb0\u5f55\u7684\u80fd\u529b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/f_auto,q_auto\/doc\/trailhead\/en-usebbb1a4c84f6e8c7628c1f71b3fec24c.png\" alt=\"Dreamforce map\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li>Highlights Panel: \u67e5\u770b\u8bb0\u5f55\u9876\u90e8\u7684\u91cd\u8981\u4fe1\u606f\u3002<\/li><li>Path:\u8bbf\u95ee\u9500\u552e\u6d41\u7a0b\u4e2d\u6bcf\u4e2a\u9636\u6bb5\u7684\u81ea\u5b9a\u4e49\u6307\u5357\u3002<\/li><li>Composer: \u5feb\u901f\u8bb0\u5f55\u547c\u53eb\uff0c\u521b\u5efa\u4efb\u52a1\u6216\u53d1\u9001\u7535\u5b50\u90ae\u4ef6\u3002<\/li><li>Activity Timeline: \u67e5\u770b\u6309\u60a8\u7684\u540e\u7eed\u6b65\u9aa4\u548c\u8fc7\u53bb\u7684\u6d3b\u52a8\u5206\u7ec4\u7684\u7535\u5b50\u90ae\u4ef6\uff0c\u4efb\u52a1\u548c\u4e8b\u4ef6\u3002<\/li><li>Quick View: \u5c06\u9f20\u6807\u60ac\u505c\u5728\u4efb\u4f55\u94fe\u63a5\u7684\u8bb0\u5f55\u4e0a\u4ee5\u67e5\u770b\u8be6\u7ec6\u4fe1\u606f\uff0c\u800c\u65e0\u9700\u79bb\u5f00\u9875\u9762\u3002<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading6\">\u5ba2\u6237\u548c\u8054\u7cfb\u4eba<\/h2>\n\n\n\n<p>\u8bf7\u8bb0\u4f4f\uff0c\u8f6c\u6362\u6f5c\u5728\u5ba2\u6237\u65f6\uff0c\u8fd8\u4f1a\u5728Salesforce\u4e2d\u521b\u5efa\u5e10\u6237\u548c\u8054\u7cfb\u4eba\u3002\u5e10\u6237\u662f\u4e0e\u60a8\u6709\u4e1a\u52a1\u5f80\u6765\u7684\u516c\u53f8\uff0c\u8054\u7cfb\u4eba\u662f\u6307\u5728\u8be5\u5e10\u6237\u4e0a\u5de5\u4f5c\u7684\u4eba\u3002\u5c31\u50cf\u673a\u4f1a\u4e00\u6837\uff0c\u65e0\u8bba\u4f55\u65f6\u94bb\u5165\u5e10\u6237\u6216\u8054\u7cfb\u4eba\uff0c\u60a8\u90fd\u9700\u8981\u5feb\u901f\u627e\u5230\u6240\u9700\u5185\u5bb9\u3002\u4f46\u4e0e\u673a\u4f1a\u4e0d\u540c\uff0c\u60a8\u4e0d\u592a\u53ef\u80fd\u9700\u8981\u8fdb\u884c\u66f4\u65b0\u3002\u76f8\u53cd\uff0c\u6211\u4eec\u4f18\u5316\u4e86\u8fd9\u4e9b\u9875\u9762\u7684\u5e03\u5c40\u4ee5\u4fbf\u5feb\u901f\u53c2\u8003\uff0c\u8ba9\u60a8\u53ef\u4ee5\u4e00\u76ee\u4e86\u7136\u5730\u67e5\u627e\u4fe1\u606f\u5e76\u6536\u96c6\u6d1e\u5bdf\u529b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u901a\u8fc7\u96c6\u6210\u7684Twitter\u548c\u65b0\u95fb\u83b7\u53d6\u6709\u5173\u60a8\u5ba2\u6237\u7684\u6700\u65b0\u6d88\u606f<\/li><li>\u901a\u8fc7\u5b57\u6bb5\u7ea7\u91cd\u590d\u5339\u914d\u66f4\u667a\u80fd\u5730\u5de5\u4f5c\u5e76\u4fdd\u6301\u6570\u636e\u6e05\u6d01<\/li><li>\u4f7f\u7528\u4e13\u4e3a\u5feb\u901f\u53c2\u8003\u800c\u8bbe\u8ba1\u7684\u5e03\u5c40\u6709\u6548\u5730\u5b9a\u4f4d\u91cd\u8981\u6570\u636e<\/li><li>\u4e00\u76ee\u4e86\u7136\u5730\u56de\u987e\u8fc7\u53bb\u548c\u5373\u5c06\u5f00\u5c55\u7684\u6d3b\u52a8<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/f_auto,q_auto\/doc\/trailhead\/en-us7d625ee2e31844f02811e4c21c6bf3ad.png\" alt=\"Dreamforce map\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li>Highlights Panel: \u67e5\u770b\u8bb0\u5f55\u9876\u90e8\u7684\u91cd\u8981\u4fe1\u606f\u3002<\/li><li>News and Twitter Integration: \u968f\u65f6\u4e86\u89e3\u5f71\u54cd\u5ba2\u6237\u5e76\u901a\u8fc7\u793e\u4ea4\u5a92\u4f53\u4fdd\u6301\u8054\u7cfb\u7684\u6700\u65b0\u6d88\u606f\u3002<\/li><li>Optimized template: \u8f7b\u677e\u53c2\u8003\u76f8\u5173\u8bb0\u5f55\u548c\u4e00\u76ee\u4e86\u7136\u7684\u4fe1\u606f\u3002<\/li><li>Activity Timeline: \u67e5\u770b\u6309\u60a8\u7684\u540e\u7eed\u6b65\u9aa4\u548c\u8fc7\u53bb\u7684\u6d3b\u52a8\u5206\u7ec4\u7684\u7535\u5b50\u90ae\u4ef6\uff0c\u4efb\u52a1\u548c\u4e8b\u4ef6\u3002<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading7\">\u5217\u8868\u89c6\u56fe<\/h2>\n\n\n\n<p>\u5217\u8868\u89c6\u56fe\u53ef\u8ba9\u60a8\u67e5\u770b\u5bf9\u60a8\u5f88\u91cd\u8981\u7684\u8bb0\u5f55\u3002\u4f7f\u7528\u8fc7\u6ee4\u5668\uff0c\u60a8\u53ef\u4ee5\u5728Salesforce\u4e2d\u521b\u5efa\u5e10\u6237\uff0c\u8054\u7cfb\u4eba\uff0c\u5546\u673a\u6216\u5176\u4ed6\u8bb0\u5f55\u7684\u81ea\u5b9a\u4e49\u5217\u8868\u3002\u4f8b\u5982\uff0c\u521b\u5efa\u60a8\u62e5\u6709\u7684\u673a\u4f1a\u7684\u5217\u8868\u89c6\u56fe\uff0c\u5e76\u6dfb\u52a0\u91d1\u989d\u8fc7\u6ee4\u5668\uff0c\u4ee5\u5e2e\u52a9\u60a8\u627e\u5230\u7ba1\u9053\u4e2d\u7684\u6700\u5927\u4ea4\u6613\u3002<\/p>\n\n\n\n<p>\u5217\u8868\u89c6\u56fe\u4e0d\u4ec5\u4ec5\u662f\u6587\u672c\u5217\u3002\u4f7f\u7528\u5217\u8868\u89c6\u56fe\u56fe\u8868\u63d0\u9ad8\u5de5\u4f5c\u6548\u7387\uff0c\u4f7f\u7528\u65b9\u4fbf\u7684\u56fe\u8868\u4ee5\u56fe\u5f62\u65b9\u5f0f\u663e\u793a\u6570\u636e\u3002\u800c\u8fd9\u4e00\u5207\u90fd\u662f\u5728\u6ca1\u6709\u7ba1\u7406\u5458\u5e2e\u52a9\u7684\u60c5\u51b5\u4e0b\u5373\u65f6\u521b\u5efa\u7684\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u4f7f\u7528\u5217\u8868\u89c6\u56fe\u56fe\u8868\u5728\u51e0\u79d2\u949f\u5185\u53ef\u89c6\u5316\u6570\u636e<\/li><li>\u901a\u8fc7\u52a8\u6001\u521b\u5efa\u8fc7\u6ee4\u5668\uff0c\u5feb\u901f\u5207\u7247\u6570\u636e<\/li><li>\u4f7f\u7528\u9884\u5148\u952e\u5165\u641c\u7d22\u5feb\u901f\u67e5\u627e\u6536\u85cf\u5217\u8868\u89c6\u56fe<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/f_auto,q_auto\/doc\/trailhead\/en-us57c0c69f88baa510421611f771fdc0bf.png\" alt=\"List views header and buttons\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li>List Views\u2014\u5728\u53ef\u81ea\u5b9a\u4e49\u5217\u8868\u4e2d\u67e5\u770b\u6570\u636e\uff0c\u6309\u4efb\u4f55\u5217\u6392\u5e8f\uff0c\u5e76\u6df1\u5165\u67e5\u770b\u4efb\u4f55\u8bb0\u5f55\u4ee5\u83b7\u53d6\u8be6\u7ec6\u89c6\u56fe\u3002<\/li><li>List View Controls\u2014\u521b\u5efa\u6216\u7f16\u8f91\u81ea\u5b9a\u4e49\u5217\u8868\u89c6\u56fe\u3002<\/li><li>Kanban View\u2014\u5207\u6362\u5230\u770b\u677f\u53ef\u89c6\u5316\u5de5\u5177\u3002<\/li><li>List View Charts\u2014\u6309\u9700\u521b\u5efa\u6570\u636e\u7684\u5feb\u901f\u53ef\u89c6\u5316\u3002<\/li><li>Filters\u2014\u52a8\u6001\u6dfb\u52a0\u8fc7\u6ee4\u5668\u4ee5\u6839\u636e\u9700\u8981\u5207\u7247\u6570\u636e\u3002<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading8\">\u770b\u677f\u89c6\u56fe<\/h2>\n\n\n\n<p>\u770b\u677f\u89c6\u56fe\u5c06\u4e00\u7ec4\u8bb0\u5f55\u7ec4\u7ec7\u5230\u5217\u4e2d\uff0c\u4ee5\u4fbf\u4e00\u76ee\u4e86\u7136\u5730\u8ddf\u8e2a\u60a8\u7684\u5de5\u4f5c\u3002\u8981\u66f4\u65b0\u8bb0\u5f55\u7684\u72b6\u6001\uff0c\u8bf7\u5c06\u5176\u62d6\u5230\u5176\u4ed6\u5217\u4e2d\u3002\u60a8\u53ef\u4ee5\u901a\u8fc7\u9009\u62e9\u5217\u548c\u6458\u8981\u6240\u57fa\u4e8e\u7684\u5b57\u6bb5\u6765\u914d\u7f6e\u7535\u8def\u677f\u3002\u5e76\u83b7\u5f97\u6709\u5173\u98de\u884c\u4e2d\u5173\u952e\u673a\u4f1a\u7684\u4e2a\u6027\u5316\u8b66\u62a5\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u5728\u6bcf\u4e2a\u9636\u6bb5\u6216\u72b6\u6001\u53ef\u89c6\u5316\u60a8\u7684\u5de5\u4f5c<\/li><li>\u4f7f\u7528\u62d6\u653e\u529f\u80fd\u5728\u5217\u4e4b\u95f4\u79fb\u52a8\u8bb0\u5f55<\/li><li>\u52a8\u6001\u914d\u7f6e\u5217\u548c\u6458\u8981\u5b57\u6bb5<\/li><li>\u7f16\u8f91\u6216\u5220\u9664\u8bb0\u5f55\u4ee5\u4f7f\u5176\u4fdd\u6301\u6700\u65b0<\/li><li>\u5feb\u901f\u521b\u5efa\u8fc7\u6ee4\u5668\uff0c\u6839\u636e\u9700\u8981\u5207\u5272\u6570\u636e<\/li><li>\u5bf9\u4e8e\u673a\u4f1a\uff0c\u83b7\u53d6\u8b66\u62a5\u4ee5\u5728\u9700\u8981\u5bf9\u5173\u952e\u4ea4\u6613\u91c7\u53d6\u884c\u52a8\u65f6\u901a\u77e5\u60a8<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/f_auto,q_auto\/doc\/trailhead\/en-us73c68d333fe75e522923e42a4ab51f63.png\" alt=\"The Kanban view of opportunities\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li>\u770b\u677f\u89c6\u56fe\u4e2d\u7684\u8bb0\u5f55\u57fa\u4e8e\u9009\u5b9a\u7684\u5217\u8868\u89c6\u56fe\u3002<\/li><li>\u5728\u5217\u8868\u89c6\u56fe\u7f51\u683c\u89c6\u56fe\u548c\u770b\u677f\u89c6\u56fe\u4e4b\u95f4\u8f7b\u677e\u5207\u6362\u3002<\/li><li>\u8fc7\u6ee4\u60a8\u7684\u8bb0\u5f55\u4ee5\u67e5\u770b\u8bb0\u5f55\u7684\u7279\u5b9a\u5b50\u96c6\u3002<\/li><li>\u9009\u62e9\u8981\u67e5\u770b\u7684\u8bb0\u5f55\u7c7b\u578b\u3002<\/li><li>\u6839\u636e\u5206\u7ec4\u5b57\u6bb5\u521b\u5efa\u5217\u3002<\/li><li>\u901a\u8fc7\u62d6\u52a8\u5361\u7247\u5feb\u901f\u5c06\u8bb0\u5f55\u79fb\u52a8\u5230\u4e0d\u540c\u7684\u5217\u3002<\/li><li>\u5bf9\u4e8e\u673a\u4f1a\uff0c\u8b66\u62a5\u544a\u8bc9\u5982\u4f55\u4f7f\u4ea4\u6613\u4fdd\u6301\u6b63\u5e38\uff0c\u4f8b\u5982\uff0c\u521b\u5efa\u4efb\u52a1\u6216\u4e8b\u4ef6\u3002<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading9\">\u62a5\u544a\u548c\u4eea\u8868\u677f<\/h2>\n\n\n\n<p>\u4e0e\u5217\u8868\u89c6\u56fe\u7c7b\u4f3c\uff0c\u62a5\u544a\u662f\u7b26\u5408\u60a8\u5b9a\u4e49\u7684\u6761\u4ef6\u7684\u8bb0\u5f55\u5217\u8868\u3002\u4f46\u4e0e\u5217\u8868\u89c6\u56fe\u4e0d\u540c\uff0c\u901a\u8fc7\u62a5\u544a\uff0c\u60a8\u53ef\u4ee5\u5e94\u7528\u66f4\u590d\u6742\u7684\u8fc7\u6ee4\u903b\u8f91\uff0c\u6c47\u603b\u548c\u5206\u7ec4\u6570\u636e\uff0c\u6267\u884c\u8ba1\u7b97\uff0c\u5e76\u4f7f\u7528\u4eea\u8868\u677f\u521b\u5efa\u66f4\u590d\u6742\u7684\u6570\u636e\u53ef\u89c6\u5316\u3002<\/p>\n\n\n\n<p>\u60a8\u559c\u6b22\u7684\u4e00\u4e2a\u529f\u80fd\u662f\u80fd\u591f\u52a8\u6001\u521b\u5efa\u81ea\u5df1\u7684\u8fc7\u6ee4\u5668\u3002\u7ba1\u7406\u5458\u521b\u5efa\u7684\u4eea\u8868\u677f\u4ee5\u7075\u6d3b\u7684\u5e03\u5c40\u7a81\u51fa\u663e\u793a\u6240\u9700\u7684\u6570\u636e\uff0c\u5e76\u4f7f\u7528\u8de8\u680f\uff0c\u4ee5\u4fbf\u60a8\u53ef\u4ee5\u5728\u5355\u4e2a\u4eea\u8868\u677f\u4e0a\u67e5\u770b\u66f4\u591a\u4e0d\u540c\u5927\u5c0f\u7684\u4eea\u8868\u677f\u7ec4\u4ef6\uff08\u56fe\u8868\uff09\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u5373\u65f6\u521b\u5efa\u8fc7\u6ee4\u5668\u4ee5\u751f\u6210\u62a5\u544a<\/li><li>\u4f7f\u7528\u7075\u6d3b\u7684\u5e03\u5c40\u548c\u8de8\u8d8a\u5217\uff0c\u5236\u4f5c\u89c6\u89c9\u4e0a\u4ee4\u4eba\u656c\u754f\u7684\u4eea\u8868\u677f<\/li><li>\u901a\u8fc7Feed\u4e0e\u4ed6\u4eba\u534f\u4f5c<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/f_auto,q_auto\/doc\/trailhead\/en-us7cf3df679c7de0ca96cf30130380cb79.png\" alt=\"Dreamforce map\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><li>Report Charts: \u6839\u636e\u9700\u8981\u5feb\u901f\u521b\u5efa\u6570\u636e\u53ef\u89c6\u5316\u3002<\/li><li>Filters: \u52a8\u6001\u6dfb\u52a0\u8fc7\u6ee4\u5668\u4ee5\u6839\u636e\u9700\u8981\u5207\u7247\u6570\u636e\u3002<\/li><li>Feeds: \u534f\u4f5c\u5904\u7406\u62a5\u544a\u6570\u636e\u3002<\/li><li>Simple Layout: \u6dfb\u52a0\u8981\u67e5\u770b\u7684\u5217\uff0c\u5e76\u6839\u636e\u9700\u8981\u5bf9\u5176\u8fdb\u884c\u6392\u5e8f\u3002<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading10\">\u641c\u7d22\u8bb0\u5f55<\/h2>\n\n\n\n<p>\u5229\u7528Salesforce\u4e2d\u7684\u6240\u6709\u6709\u7528\u6570\u636e\uff0c\u641c\u7d22\u662f\u5728\u60a8\u9700\u8981\u65f6\u627e\u5230\u6240\u9700\u5185\u5bb9\u7684\u6700\u5feb\u6377\u65b9\u5f0f\u3002\u5728Lightning Experience\u4e2d\uff0c\u60a8\u53ef\u4ee5\u4ece\u6bcf\u4e2a\u9875\u9762\u7684\u9876\u90e8\u8fdb\u884c\u641c\u7d22\u3002<\/p>\n\n\n\n<p>\u6b64\u89c6\u9891\u5c06\u6307\u5bfc\u60a8\u5728Lightning Experience\u4e2d\u641c\u7d22\u5e76\u6d4f\u89c8\u641c\u7d22\u7ed3\u679c\u3002<\/p>\n\n\n\n<figure><iframe width=\"640\" height=\"360\" src=\"https:\/\/play.vidyard.com\/U8jqq2qhfD8TxXL7Nj92Eg\" allowfullscreen=\"1\"><\/iframe><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading11\">\u5982\u679c\u60a8\u627e\u4e0d\u5230\u8981\u641c\u7d22\u7684\u5185\u5bb9\u8be5\u600e\u4e48\u529e<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li>\u68c0\u67e5\u62fc\u5199\u5e76\u9a8c\u8bc1\u60a8\u662f\u5426\u8f93\u5165\u4e86\u5b8c\u6574\u7684\u641c\u7d22\u5b57\u8bcd\u3002<\/li><li>\u68c0\u67e5\u5bf9\u8c61\u6216\u5b57\u6bb5\u662f\u5426\u53ef\u641c\u7d22\u3002<\/li><li>\u786e\u4fdd\u60a8\u53ef\u4ee5\u8bbf\u95ee\u8bb0\u5f55\u3002\u641c\u7d22\u4ec5\u8fd4\u56de\u60a8\u6709\u6743\u67e5\u770b\u7684\u7ed3\u679c\u3002<\/li><li>\u5982\u679c\u60a8\u6700\u8fd1\u521b\u5efa\u6216\u66f4\u65b0\u4e86\u8bb0\u5f55\uff0c\u8bf7\u7b49\u5f85\u51e0\u5206\u949f\u4ee5\u4f7f\u8bb0\u5f55\u53ef\u641c\u7d22\u3002\u5982\u679c\u60a8\u572815\u5206\u949f\u540e\u627e\u4e0d\u5230\u60a8\u7684\u8bb0\u5f55\uff0c\u8bf7\u4e0e\u60a8\u7684\u7ba1\u7406\u5458\u8054\u7cfb\u3002<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading12\">\u5176\u4ed6Rad Stuff<\/h2>\n\n\n\n<p>\u67e5\u770b\u8fd9\u4e9b\u9644\u52a0\u529f\u80fd\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u4f7f\u7528\u8282\u7701\u7a7a\u95f4\u7684\u53ef\u6298\u53e0\u5de6\u4fa7\u5bfc\u822a\u83dc\u5355\u8f7b\u677e\u6d4f\u89c8\u9875\u9762\u3002<\/li><li>\u4f7f\u7528\u7b14\u8bb0\u5de5\u5177\u8f7b\u677e\u8bb0\u7b14\u8bb0\uff0c\u5176\u4e2d\u5305\u62ec\u81ea\u52a8\u4fdd\u5b58\uff0c\u5bcc\u6587\u672c\u529f\u80fd\u4ee5\u53ca\u5c06\u7b14\u8bb0\u4e0e\u591a\u4e2a\u8bb0\u5f55\u76f8\u5173\u8054\u7684\u529f\u80fd\u3002<\/li><li>\u5728\u7528\u6237\u5e10\u6237\u4e4b\u95f4\u6216\u5728\u914d\u7f6e\u6587\u4ef6\u83dc\u5355\u4e2d\u7684orgs\u4e4b\u95f4\u5207\u6362\u3002<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading13\">\u90a3\u4e48\u2026\u2026\u4f60\u63d0\u5230\u95ea\u7535\u7ecf\u9a8c\u662f\u65b0\u7684\u5417\uff1f<\/h2>\n\n\n\n<p>\u51ac\u5b6316\u53d1\u5e03\u7684Lightning\u4f53\u9a8c\u662f\u65b0\u7684\uff0c\u7528\u6237\u4f53\u9a8c\u4ecd\u7136\u53ef\u7528\u3002\u4e3a\u4e86\u6e05\u695a\u8d77\u89c1\uff0c\u8ba9\u6211\u4eec\u4e3a\u8fd9\u4e2a\u7528\u6237\u4f53\u9a8c\u547d\u540d\uff1aSalesforce Classic\u3002<\/p>\n\n\n\n<p>\u4ece\u8868\u9762\u4e0a\u770b\uff0cSalesforce Classic\u548cLightning Experience\u770b\u8d77\u6765\u6709\u70b9\u76f8\u4f3c\uff0c\u4f46\u6b63\u5982\u6211\u4eec\u7a0d\u540e\u4f1a\u770b\u5230\u7684\uff0c\u5916\u89c2\u53ef\u80fd\u662f\u6b3a\u9a97\u6027\u7684\u3002<\/p>\n\n\n\n<table class=\"wp-block-table\"><tbody><tr style=\"height: 101px;\"><td style=\"width: 198px; height: 101px;\">\u53f3\u4e0a\u65b9\u7684\u56fe\u6807\u8868\u793a\u60a8\u5904\u4e8eLightning Experience\u4e2d<\/td><td style=\"width: 216px; height: 101px;\">\u53f3\u4e0a\u65b9\u7684\u201c\u5e94\u7528\u7a0b\u5e8f\u83dc\u5355\u201d\u8868\u793a\u60a8\u4f7f\u7528\u7684\u662fSalesforce Classic<\/td><\/tr><tr style=\"height: 45px;\"><td style=\"width: 198px; height: 45px;\"><br\/><\/td><td style=\"width: 216px; height: 45px;\"><br\/><\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>Salesforce Classic\u4e2d\u4e0d\u63d0\u4f9b\u67d0\u4e9bLightning Experience\u589e\u5f3a\u529f\u80fd\uff0cLightning Experience\u5c1a\u4e0d\u652f\u6301Salesforce Classic\u4e2d\u63d0\u4f9b\u7684\u67d0\u4e9b\u529f\u80fd\u3002\u56e0\u6b64\uff0c\u60a8\u53ef\u4ee5\u5728Lightning Experience\u548cSalesforce Classic\u4e4b\u95f4\u5207\u6362\u4ee5\u8bbf\u95ee\u652f\u6301\u7684\u529f\u80fd\u3002<\/p>\n\n\n\n<p>\u5982\u679c\u4f60\u5728Salesforce\u4e2d\u770b\u5230\u4e00\u4e2a\u540d\u4e3aSwitcher\u7684\u4e1c\u897f\uff0c\u4f60\u53ef\u80fd\u4f1a\u81ea\u5df1\u53d1\u73b0\u8fd9\u4e2a\uff0c\u6240\u4ee5\u8ba9\u6211\u4eec\u82b1\u4e00\u70b9\u65f6\u95f4\u6765\u89e3\u91ca\u5b83\u662f\u5982\u4f55\u5de5\u4f5c\u7684\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tdxn4tBK-heading14\">\u8ba4\u8bc6\u5207\u6362\u5668<\/h2>\n\n\n\n<p>\u4f7f\u7528Switcher\u5728Lightning Experience\u548cSalesforce Classic\u4e4b\u95f4\u79fb\u52a8\u3002 Switcher\u975e\u5e38\u806a\u660e\uff0c\u6b63\u5982\u60a8\u5c06\u8981\u770b\u5230\u7684\u90a3\u6837\u3002\u65e0\u8bba\u4f55\u65f6\u5207\u6362\u5230Lightning Experience\u6216Salesforce Classic\uff0c\u5b83\u90fd\u4f1a\u8bb0\u4f4f\u8be5\u7528\u6237\u4f53\u9a8c\u4f5c\u4e3a\u65b0\u7684\u9ed8\u8ba4\u9996\u9009\u9879\u3002<\/p>\n\n\n\n<p>\u90a3\u4e48\u4f60\u600e\u4e48\u53bb\u5207\u6362\u5668\uff1f\u53ea\u9700\u70b9\u51fb\u53f3\u4e0a\u89d2\u7684\u7167\u7247\u5373\u53ef\u3002\u7136\u540e\uff0c\u60a8\u4f1a\u770b\u5230\u5207\u6362\u5230Salesforce Classic\u7684\u9009\u9879\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/f_auto,q_auto\/doc\/trailhead\/en-us83fe161e1885be000cefea313fefdf13.png\" alt=\"Switch to Salesforce Classic\"\/><\/figure>\n\n\n\n<p>\u5982\u679c\u5355\u51fb\u5b83\uff0c\u8bf7\u8bb0\u4f4f\u60a8\u5c06\u9ed8\u8ba4\u9996\u9009\u9879\u66f4\u6539\u4e3aSalesforce Classic\u3002<\/p>\n\n\n\n<p>\u5f53\u60a8\u51c6\u5907\u597d\u56de\u5230Lightning Experience\u65f6\uff0c\u8bf7\u5728\u53f3\u4e0a\u89d2\u9009\u62e9\u60a8\u7684\u540d\u5b57\uff0c\u7136\u540e\u5355\u51fb\u5207\u6362\u5230 <strong>Switch to Lightning Experience<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/f_auto,q_auto\/doc\/trailhead\/en-us642fe394b0497ca25273e789947e6d6c.png\" alt=\"Switch to Lightning Experience\"\/><\/figure>\n\n\n\n<p>\u4e0d\u8981\u5fd8\u8bb0\u60a8\u6b63\u5728\u5c06\u9ed8\u8ba4\u9996\u9009\u9879\u66f4\u6539\u56deLightning Experience\u3002\u6b22\u8fce\u56de\u6765\uff01<\/p>\n\n\n\n<p>\u4e86\u89e3\u5176\u5de5\u4f5c\u539f\u7406\u662f\u60a8\u5411Salesforce\u7ba1\u7406\u5458\u8be2\u95ee\u7684\u4e00\u4e2a\u95ee\u9898\u3002\u8bf4\u5230\u60a8\u7684\u7ba1\u7406\u5458\uff0c\u5728\u4e0b\u4e00\u4e2a\u5355\u5143\u4e2d\uff0c\u6211\u4eec\u5c06\u5206\u4eab\u4e0e\u7ba1\u7406\u5458\u5408\u4f5c\u7684\u6700\u4f73\u5b9e\u8df5\uff0c\u4ee5\u5145\u5206\u5229\u7528Salesforce\u3002<\/p>\n\t\t","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807 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