{"id":2532,"date":"2020-12-26T19:58:40","date_gmt":"2020-12-26T11:58:40","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2532"},"modified":"2020-12-26T19:58:40","modified_gmt":"2020-12-26T11:58:40","slug":"salesforce%e8%ae%a2%e5%8d%95%e7%ae%a1%e7%90%86-%e4%bd%bf%e7%94%a8%e8%ae%a2%e5%8d%95%e6%91%98%e8%a6%81%e6%9d%a5%e7%ae%a1%e7%90%86%e8%ae%a2%e5%8d%95","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2532","title":{"rendered":"Salesforce\u8ba2\u5355\u7ba1\u7406 &#8211; \u4f7f\u7528\u8ba2\u5355\u6458\u8981\u6765\u7ba1\u7406\u8ba2\u5355"},"content":{"rendered":"<div>\n<h2 id=\"learning-objectives\"><span>\u5b66\u4e60\u76ee\u6807<\/span><\/h2>\n<div>\n<div><span>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/span><\/p>\n<ul>\n<li><span>\u89e3\u91ca\u8ba2\u5355\u4e0e\u8ba2\u5355\u6458\u8981\u4e4b\u95f4\u7684\u533a\u522b\u3002<\/span><\/li>\n<li><span>\u63cf\u8ff0\u8ba2\u5355\uff0c\u53d8\u66f4\u8ba2\u5355\u548c\u8ba2\u5355\u6458\u8981\u4e4b\u95f4\u7684\u5173\u7cfb\u3002<\/span><\/li>\n<li><span>\u786e\u5b9a\u60a8\u53ef\u4ee5\u5728\u8ba2\u5355\u6458\u8981\u4e2d\u627e\u5230\u7684\u4fe1\u606f\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"om-use-order-summaries-intro\">\n<h2 id=\"simplify-order-management-with-a-single-view-of-order-data\"><span>\u901a\u8fc7\u8ba2\u5355\u6570\u636e\u7684\u5355\u4e00\u89c6\u56fe\u7b80\u5316\u8ba2\u5355\u7ba1\u7406<\/span><\/h2>\n<div>\n<p><span>\u60a8\u9700\u8981\u591a\u4e45\u624d\u80fd\u627e\u5230\u66f4\u65b0\u8ba2\u5355\u6216\u56de\u7b54\u5ba2\u6237\u95ee\u9898\u6240\u9700\u7684\u4fe1\u606f\uff1f\u60a8\u662f\u5426\u7ecf\u5e38\u53d1\u73b0\u81ea\u5df1\u4ece\u4e00\u4e2a\u7cfb\u7edf\u4e2d\u5355\u51fb\u4ee5\u68c0\u7d22\u8ba2\u5355\u6570\u636e\uff0c\u6216\u5728\u53e6\u4e00\u4e2a\u56e2\u961f\u4e2d\u5bfb\u627e\u53ef\u4ee5\u5e2e\u52a9\u60a8\u7684\u4eba\uff1f\u60a8\u5f88\u53ef\u80fd\u5df2\u7ecf\u5904\u7406\u4e86\u4e00\u4e2a\u6216\u591a\u4e2a\u8fd9\u4e9b\u95ee\u9898\uff0c\u7136\u540e\u52aa\u529b\u5bfb\u627e\u53ef\u884c\u7684\u89e3\u51b3\u65b9\u6848\u6765\u89e3\u51b3\u8be5\u95ee\u9898\u3002<\/span><\/p>\n<p><span>\u4e00\u6b21\u67e5\u770b\u60a8\u9700\u8981\u7684\u6240\u6709\u4fe1\u606f\uff0c\u800c\u4e0d\u5fc5\u8bbf\u95ee\u591a\u4e2a\u7cfb\u7edf\u6216\u5355\u51fb\u591a\u4e2a\u8bb0\u5f55\uff0c\u8fd9\u4e0d\u662f\u5f88\u597d\u3002\u597d\u5427\uff0c\u60a8\u6765\u5bf9\u5730\u65b9\u4e86\u3002Salesforce\u8ba2\u5355\u7ba1\u7406\u901a\u8fc7\u5c06\u6765\u81ea\u6240\u6709\u6e20\u9053\u7684\u6240\u6709\u8ba2\u5355\u5904\u7406\u548c\u6d3b\u52a8\u6570\u636e\u6536\u96c6\u5230\u5355\u4e2a\u8bb0\u5f55\uff08\u8ba2\u5355\u6458\u8981\uff09\u4e2d\uff0c\u675c\u7edd\u4e86\u4fe1\u606f\u6df7\u4e71\u72b6\u6001\u3002<\/span><\/p>\n<p><span>\u73b0\u5728\uff0c\u8ba9\u6211\u4eec\u4e0d\u8981\u5c06\u6b64\u201c\u8ba2\u5355\u6458\u8981\u201d\u4e0e\u901a\u5e38\u4f34\u968f\u8ba2\u5355\u6536\u636e\u7684\u8ba2\u5355\u8be6\u7ec6\u4fe1\u606f\uff08\u4ea7\u54c1\uff0c\u4ef7\u683c\uff0c\u7a0e\u91d1\u548c\u8d39\u7528\uff09\u7684\u5feb\u7167\u6df7\u6dc6\u3002\u5176\u4ed6\u7c7b\u578b\u7684\u8ba2\u5355\u6458\u8981\u53ea\u662f\u4fe1\u606f\u51b0\u5c71\u7684\u4e00\u89d2\u3002<\/span><\/p>\n<div><span class=\"image image-block\"><img decoding=\"async\" class=\"image image-block\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/om-salesforce-order-management\/om-use-order-summaries\/images\/d637e07515d715a6c691a096bffcdd48_om-unit-3-iceberg.png\" alt=\"\u6d6e\u52a8\u51b0\u5c71\u663e\u793a\u4f4d\u4e8e\u8868\u9762\u4e0a\u65b9\u7684\u8ba2\u5355\u6458\u8981\u8bb0\u5f55\u548c\u4f4d\u4e8e\u8868\u9762\u4e0b\u65b9\u7684\u6240\u6709\u652f\u6301\u8ba2\u5355\u8bb0\u5f55\u3002\" \/><\/span><\/div>\n<p><span>Salesforce\u8ba2\u5355\u7ba1\u7406\u4e2d\u7684\u8ba2\u5355\u6458\u8981\u4e0d\u4ec5\u4ec5\u662f\u7b80\u5355\u5730\u91cd\u65b0\u6574\u7406\u8ba2\u5355\u4fe1\u606f\u3002\u5b83\u662f\u4e00\u4e2a\u6570\u636e\u5bf9\u8c61\uff0c\u53ef\u5408\u5e76\u6240\u6709\u8ba2\u5355\u4fe1\u606f\uff08\u4ece\u8ba2\u5355\u6355\u83b7\u5230\u5c65\u884c\uff0c\u4ed8\u6b3e\u6536\u96c6\uff0c\u8fd0\u8f93\uff0c\u4ea4\u4ed8\u548c\u670d\u52a1\uff09\uff0c\u5e76\u5728\u5355\u4e2a\u89c6\u56fe\u4e2d\u663e\u793a\u3002<\/span><\/p>\n<div><span>\u8ba2\u5355\u6458\u8981\u662f\u60a8\u8bbf\u95ee\u7684\u4fe1\u606f\u4e2d\u5fc3\uff0c\u60a8\u53ef\u4ee5\u5728\u5176\u4e2d\u627e\u5230\u6240\u6709\u4e0e\u8ba2\u5355\u76f8\u5173\u7684\u95ee\u9898\u7684\u7b54\u6848\uff0c\u5305\u62ec\uff1a<\/span><\/p>\n<ul>\n<li><span>\u8c01\u4e0b\u8ba2\u5355\uff0c\u4ec0\u4e48\u65f6\u5019\u63d0\u4ea4\uff1f<\/span><\/li>\n<li><span>\u8ba2\u8d2d\u4e86\u4ec0\u4e48\uff08\u4ea7\u54c1\uff0c\u6570\u91cf\u548c\u4ef7\u683c\uff09\uff1f<\/span><\/li>\n<li><span>\u5206\u914d\u4e86\u54ea\u4e9b\u9879\u76ee\uff1f<\/span><\/li>\n<li><span>\u5b8c\u6210\u4e86\u54ea\u4e9b\u9879\u76ee\uff1f<\/span><\/li>\n<li><span>\u54ea\u4e9b\u9879\u76ee\u53ef\u4ee5\u53d6\u6d88\u6216\u9000\u8d27\uff1f<\/span><\/li>\n<li><span>\u54ea\u4e9b\u9879\u76ee\u5df2\u88ab\u53d6\u6d88\uff1f<\/span><\/li>\n<li><span>\u9000\u56de\u4e86\u54ea\u4e9b\u7269\u54c1\uff1f<\/span><\/li>\n<li><span>\u7269\u54c1\u5728\u54ea\u91cc\u8fd0\u9001\u4ee5\u53ca\u5982\u4f55\u8fd0\u9001\uff1f<\/span><\/li>\n<li><span>\u5df2\u6388\u6743\uff0c\u6536\u53d6\u548c\u5f00\u5177\u53d1\u7968\u591a\u5c11\u94b1\uff1f<\/span><\/li>\n<li><span>\u9000\u56de\u7684\u7269\u54c1\u5df2\u9000\u8fd8\u591a\u5c11\u94b1\uff1f<\/span><\/li>\n<li><span>\u81ea\u63d0\u4ea4\u8ba2\u5355\u4ee5\u6765\uff0c\u6211\u5728\u54ea\u91cc\u53ef\u4ee5\u67e5\u770b\u8be5\u8ba2\u5355\u7684\u6240\u6709\u6d3b\u52a8\uff1f<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"om-use-order-summaries-objects\">\n<h2 id=\"order-management-objects\"><span>\u8ba2\u5355\u7ba1\u7406\u5bf9\u8c61<\/span><\/h2>\n<div>\n<p><span>\u8981\u5b8c\u5168\u4e86\u89e3\u8ba2\u5355\u6458\u8981\u7684\u529f\u80fd\uff0c\u60a8\u9700\u8981\u4e86\u89e3\u6709\u5173Salesforce\u5bf9\u8c61\u7684\u66f4\u591a\u4fe1\u606f\u3002\u8ba9\u6211\u4eec\u82b1\u4e00\u4e9b\u65f6\u95f4\u56de\u987e\u4e00\u4e9b\u5173\u952e\u6982\u5ff5\u3002<\/span><\/p>\n<p><strong class=\"ph\"><span>\u5bf9\u8c61\uff1a<\/span><\/strong><span>\u00a0\u5bf9\u8c61\u662fSalesforce\u6570\u636e\u5e93\u4e2d\u7684\u4e00\u4e2a\u8868\uff0c\u7528\u4e8e\u5b58\u50a8\u7279\u5b9a\u8bb0\u5f55\u7c7b\u578b\u7684\u6570\u636e\u3002\u4f8b\u5982\uff0cOrder\u5bf9\u8c61\u662f\u4e00\u4e2a\u8868\uff0c\u7528\u4e8e\u5b58\u50a8\u8ba2\u5355\u8bb0\u5f55\u7684\u6570\u636e\u3002<\/span><\/p>\n<p><span>\u5f53\u8ba2\u5355\u5728\u8ba2\u5355\u751f\u547d\u5468\u671f\u4e2d\u8fdb\u884c\u65f6\uff0c\u8ba2\u5355\u7ba1\u7406\u4f7f\u7528\u5bf9\u8c61\u6765\u8868\u793a\u8ba2\u5355\u7684\u5143\u7d20\u3002\u8fd9\u4e9b\u5bf9\u8c61\u4e2d\u6709\u4e00\u4e9b\u662f\u6807\u51c6\u7684Salesforce\u5bf9\u8c61\uff0c\u800c\u6709\u4e9b\u4ec5\u5177\u6709Salesforce\u8ba2\u5355\u7ba1\u7406\u8bb8\u53ef\u8bc1\u53ef\u7528\u3002<\/span><\/p>\n<div><span>\u4f8b\u5982\uff0c\u6807\u51c6\u7684Salesforce\u5bf9\u8c61\u5305\u62ec\uff1a<\/span><\/p>\n<ul>\n<li><span>\u8d37\u9879\u901a\u77e5\u5355<\/span><\/li>\n<li><span>\u53d1\u7968<\/span><\/li>\n<li><span>\u8ba2\u8d2d<\/span><\/li>\n<\/ul>\n<\/div>\n<div><span>\u9700\u8981Salesforce\u8ba2\u5355\u7ba1\u7406\u8bb8\u53ef\u7684\u5bf9\u8c61\u5305\u62ec\uff1a<\/span><\/p>\n<ul>\n<li><span>\u5c65\u884c\u8ba2\u5355<\/span><\/li>\n<li><span>\u5c65\u884c\u8ba2\u5355\u4ea7\u54c1<\/span><\/li>\n<li><span>\u8ba2\u5355\u6458\u8981<\/span><\/li>\n<\/ul>\n<\/div>\n<p><strong class=\"ph\"><span>\u6458\u8981\u5bf9\u8c61\uff1a\u00a0<\/span><\/strong><span>\u6458\u8981\u5bf9\u8c61\u662f\u4e00\u79cd\u7279\u6b8a\u7c7b\u578b\u7684\u5bf9\u8c61\u3002\u6458\u8981\u5bf9\u8c61\u586b\u5145\u6709\u6765\u81ea\u57fa\u7840\u6570\u636e\u5bf9\u8c61\u7684\u6570\u636e\u3002\u4f8b\u5982\uff0c\u201c\u8ba2\u5355\u6458\u8981\u201d\u5bf9\u8c61\u4ece\u8868\u793a\u539f\u59cb\u4ea4\u6613\u8ba2\u5355\u7684\u57fa\u7840\u201c\u8ba2\u5355\u201d\u5bf9\u8c61\u4e2d\u63d0\u53d6\u6570\u636e\u3002<\/span><\/p>\n<p><span>\u8ba2\u5355\u7ba1\u7406\u4f7f\u7528\u6458\u8981\u5bf9\u8c61\u6765\u63d0\u4f9b\u8ba2\u5355\u6570\u636e\u7684\u52a8\u6001\u89c6\u56fe\u3002\u901a\u5e38\uff0c\u7528\u6237\u4e0e\u6458\u8981\u5bf9\u8c61\u800c\u975e\u57fa\u7840\u6570\u636e\u5bf9\u8c61\u8fdb\u884c\u4ea4\u4e92\u3002\u4f8b\u5982\uff0c\u67e5\u627e\u5ba2\u6237\u4fe1\u606f\u7684\u670d\u52a1\u4ee3\u7406\u641c\u7d22\u8ba2\u5355\u6458\u8981\uff0c\u800c\u4e0d\u662f\u539f\u59cb\u8ba2\u5355\u3002<\/span><\/p>\n<div><strong class=\"ph\"><span>\u53d8\u66f4\u5355\u5bf9\u8c61\uff1a<\/span><\/strong><span>\u00a0\u53d8\u66f4\u5355\u5bf9\u8c61\u8868\u793a\u5f71\u54cd\u8d39\u7528\u548c\u4ed8\u6b3e\u7684\u8ba2\u5355\u53d8\u66f4\uff0c\u4f8b\u5982\u4ece\u8ba2\u5355\u4e2d\u53d6\u6d88\u4ea7\u54c1\u3002\u66f4\u6539\u8ba2\u5355\u5bf9\u8c61\u5c06\u66f4\u65b0\u76f8\u5e94\u7684\u201c\u8ba2\u5355\u6458\u8981\u201d\u5bf9\u8c61\uff0c\u4f46\u4e0d\u4f1a\u66f4\u6539\u201c\u8ba2\u5355\u201d\u5bf9\u8c61\u4e2d\u7684\u539f\u59cb\u8ba2\u5355\u8be6\u7ec6\u4fe1\u606f\u3002\u53ea\u6709\u5b9e\u8d28\u6027\u7684\u53d8\u66f4\u624d\u4f1a\u751f\u6210\u53d8\u66f4\u5355\u3002\u5c65\u884c\u5de5\u4f5c\u6d41\u4e2d\u7684\u5e38\u89c4\u66f4\u65b0\u4e0d\u4f1a\u751f\u6210\u53d8\u66f4\u5355\u3002<\/span><\/div>\n<div>\n<div class=\"box message info\">\n<div class=\"inner\">\n<div class=\"bd\">\n<div class=\"media\">\n<div class=\"mediaBd\">\n<h4 class=\"mbs\"><span>\u6ce8\u610f<\/span><\/h4>\n<div class=\"message-media-content\">\n<p><span>\u8981\u67e5\u770bSalesforce\u8ba2\u5355\u7ba1\u7406\u4e2d\u968f\u9644\u7684\u6240\u6709\u8ba2\u5355\u5bf9\u8c61\u7684\u8bf4\u660e\uff0c\u8bf7\u53c2\u9605\u00a0\u672c\u5355\u5143\u672b\u5c3e\u00a0\u201c<strong class=\"ph\">\u8d44\u6e90\u201d<\/strong>\u90e8\u5206\u4e2d\u7684\u201c<\/span><em class=\"ph\"><span>\u8ba2\u5355\u7ba1\u7406\u5bf9\u8c61\u201d<\/span><\/em><span>\u94fe\u63a5\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"om-use-order-summaries-orders\">\n<h2 id=\"orders-and-order-summaries\"><span>\u8ba2\u5355\u548c\u8ba2\u5355\u6458\u8981<\/span><\/h2>\n<div>\n<p><span>\u73b0\u5728\u60a8\u5df2\u7ecf\u719f\u6089\u4e86\u6709\u5173\u5bf9\u8c61\u7684Salesforce\u672f\u8bed\uff0c\u63a5\u4e0b\u6765\u8ba9\u6211\u4eec\u4ed4\u7ec6\u7814\u7a76\u4e00\u4e0bOrder\u548cOrder Summary\u5bf9\u8c61\u3002\u4e3a\u7b80\u5355\u8d77\u89c1\uff0c\u6211\u4eec\u4ece\u73b0\u5728\u5f00\u59cb\u5c06\u5b83\u4eec\u79f0\u4e3a\u8ba2\u5355\u548c\u8ba2\u5355\u6458\u8981\u3002<\/span><\/p>\n<p><span>\u5f53\u8d2d\u7269\u8005\u4ece\u60a8\u7684\u7535\u5b50\u5546\u52a1\u5e97\u9762\u63d0\u4ea4\u8ba2\u5355\u65f6\uff0c\u8ba2\u5355\u4ea4\u6613\u7684\u8be6\u7ec6\u4fe1\u606f\u5c06\u4f20\u8f93\u5230Salesforce\u8ba2\u5355\u7ba1\u7406\u3002\u8ba2\u5355\u6355\u83b7\u89e6\u53d1\u8ba2\u5355\u548c\u8ba2\u5355\u6458\u8981\u7684\u521b\u5efa\u3002\u4ee3\u8868\u539f\u59cb\u8ba2\u5355\u4ea4\u6613\u7684\u8ba2\u5355\u6210\u4e3a\u8ba2\u5355\u6458\u8981\u7684\u57fa\u7840\u3002<\/span><\/p>\n<p><span>\u6b64\u65f6\uff0c\u8ba2\u5355\u6458\u8981\u4e2d\u7684\u6240\u6709\u4fe1\u606f\u90fd\u4e0e\u8ba2\u5355\u4e2d\u7684\u4fe1\u606f\u5339\u914d\u3002<\/span><\/p>\n<p><span>\u539f\u59cb\u8ba2\u5355\u73b0\u5df2\u9501\u5b9a\u3002<\/span><\/p>\n<div>\n<table class=\"featureTable sort_table\">\n<thead class=\"thead sorted\" align=\"left\">\n<tr>\n<th id=\"d593907e204\"><span>\u4ea4\u6613\u8ba2\u5355\u5c5e\u6027<\/span><\/th>\n<th id=\"d593907e207\"><span>\u8ba2\u5355\u6458\u8981\u5c5e\u6027<\/span><\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"tbody\">\n<tr>\n<td>\n<div>\n<ul>\n<li><span>\u8868\u793a\u5ba2\u6237\u7684\u610f\u56fe\uff0c\u5305\u62ec\u8ba2\u5355\u521b\u5efa\uff08\u8ba2\u5355\uff09\u548c\u8ba2\u5355\u66f4\u6539\uff08\u66f4\u6539\u8ba2\u5355\uff09\u3002<\/span><\/li>\n<li><span>\u4e0e\u4e00\u4e2a\u8ba2\u5355\u6458\u8981\u76f8\u5173\u8054\u3002<\/span><\/li>\n<li><span>\u6fc0\u6d3b\u540e\u4e0d\u4f1a\u66f4\u6539\u3002<\/span><\/li>\n<li><span>\u53ef\u7528\u4e8e\u62a5\u544a\u9884\u8ba2\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/td>\n<td>\n<div>\n<ul>\n<li><span>\u5728\u5355\u4e2a\u89c6\u56fe\u4e2d\u8868\u793a\u8ba2\u5355\u7684\u5f53\u524d\u72b6\u6001\uff0c\u5305\u62ec\u5c65\u884c\u72b6\u6001\uff0c\u8ba2\u5355\u66f4\u6539\uff0c\u53d6\u6d88\u548c\u9000\u8d27\u3002<\/span><\/li>\n<li><span>\u6ca1\u6709\u539f\u59cb\u7684Order\uff08\u4ea4\u6613\uff09\u5bf9\u8c61\u5c31\u65e0\u6cd5\u5b58\u5728\u3002<\/span><\/li>\n<li><span>\u5bf9\u4e8e\u8d22\u52a1\u8ba2\u5355\u6570\u636e\u662f\u53ea\u8bfb\u7684\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p><span>\u4e3a\u4e86\u8ddf\u8e2a\u6240\u6709\u540e\u7eed\u8ba2\u5355\u6d3b\u52a8\uff0cSalesforce\u8ba2\u5355\u7ba1\u7406\u4f1a\u521b\u5efa\u5176\u4ed6\u5bf9\u8c61\u3002\u8fd9\u4e9b\u5bf9\u8c61\u4ee3\u8868\u7279\u5b9a\u7684\u8ba2\u5355\u5143\u7d20\uff0c\u4f8b\u5982\u4ea7\u54c1\uff0c\u4ed8\u6b3e\u548c\u8fd0\u8f93\u3002\u5f53\u8ba2\u5355\u5728\u8ba2\u5355\u751f\u547d\u5468\u671f\u7684\u6bcf\u4e2a\u9636\u6bb5\u4e2d\u79fb\u52a8\u65f6\uff0c\u6765\u81ea\u8fd9\u4e9b\u5bf9\u8c61\u7684\u6570\u636e\u5c06\u52a8\u6001\u66f4\u65b0\u8ba2\u5355\u6458\u8981\u4e2d\u663e\u793a\u7684\u4fe1\u606f\u3002\u60a8\u53ef\u4ee5\u4ece\u201c\u8ba2\u5355\u7ba1\u7406\u201d\u63a7\u5236\u53f0\u4e2d\u201c\u8ba2\u5355\u6458\u8981\u201d\u9875\u9762\u4e0a\u63d0\u4f9b\u7684\u94fe\u63a5\u8bbf\u95ee\u8fd9\u4e9b\u5bf9\u8c61\u4ee3\u8868\u7684\u8bb0\u5f55\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"om-use-order-summaries-changes\">\n<h2 id=\"change-orders\"><span>\u53d8\u66f4\u5355<\/span><\/h2>\n<div>\n<p><span>\u73b0\u5728\u6211\u4eec\u5df2\u7ecf\u63a2\u7a76\u4e86\u8ba2\u5355\u548c\u8ba2\u5355\u6458\u8981\u4e4b\u95f4\u7684\u533a\u522b\uff0c\u8ba9\u6211\u4eec\u770b\u4e00\u4e0b\u53d8\u66f4\u5355\u3002<\/span><\/p>\n<div><span>\u5982\u524d\u6240\u8ff0\uff0c\u8ba2\u5355\u6458\u8981\u4e2d\u7684\u4fe1\u606f\u6700\u521d\u4e0e\u4ea4\u6613\u8ba2\u5355\u4e2d\u7684\u4fe1\u606f\u5339\u914d\u3002\u5f53\u8ba2\u5355\u53d1\u751f\u5b9e\u8d28\u6027\u66f4\u6539\uff08\u4f8b\u5982\u53d6\u6d88\u6216\u9000\u8d27\uff09\u65f6\uff0cSalesforce\u8ba2\u5355\u7ba1\u7406\u4f1a\u521b\u5efa\u4e00\u4e2a\u66f4\u6539\u8ba2\u5355\u3002<\/span><\/p>\n<ul>\n<li><span>\u66f4\u6539\u7684\u8be6\u7ec6\u4fe1\u606f\u6309\u66f4\u6539\u987a\u5e8f\u8bb0\u5f55\u3002<\/span><\/li>\n<li><span>\u8ba2\u5355\u8be6\u7ec6\u4fe1\u606f\u5c06\u5728\u8ba2\u5355\u6458\u8981\u4e0a\u66f4\u65b0\uff0c\u4ee5\u53cd\u6620\u66f4\u6539\u8ba2\u5355\u4e2d\u5305\u542b\u7684\u4fe1\u606f\u3002<\/span><\/li>\n<li><span>\u539f\u59cb\u4ea4\u6613\u8ba2\u5355\u4e2d\u7684\u8ba2\u5355\u660e\u7ec6\u4fdd\u6301\u4e0d\u53d8\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<p><span>\u7531\u4e8e\u6bcf\u6b21\u521b\u5efa\u66f4\u6539\u8ba2\u5355\u65f6\u90fd\u4f1a\u66f4\u65b0\u8ba2\u5355\u6458\u8981\uff0c\u56e0\u6b64\u8ba2\u5355\u6458\u8981\u4e2d\u7684\u503c\u59cb\u7ec8\u7b49\u4e8e\u539f\u59cb\u8ba2\u5355\u4e2d\u6240\u6709\u540e\u7eed\u66f4\u6539\u8ba2\u5355\u4e2d\u76f8\u5e94\u503c\u7684\u603b\u548c\u3002<\/span><\/p>\n<div><span class=\"image image-block\"><img decoding=\"async\" class=\"image image-block\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/om-salesforce-order-management\/om-use-order-summaries\/images\/79d26279c043dcfa5f554b57e1912692_om-unit-3-change-orders.png\" alt=\"\u8ba2\u5355\u6458\u8981\u4e2d\u7684\u503c\u7b49\u4e8e\u539f\u59cb\u8ba2\u5355\u4e2d\u7684\u503c\u4e4b\u548c\u52a0\u4e0a\u53d8\u66f4\u53551\u548c\u53d8\u66f4\u53552\u7684\u503c\u3002\" \/><\/span><\/div>\n<p><span>\u901a\u8fc7\u4f7f\u7528\u53d8\u66f4\u5355\uff0c\u800c\u4e0d\u662f\u4fee\u6539\u539f\u59cb\u8ba2\u5355\uff0cSalesforce\u8ba2\u5355\u7ba1\u7406\u63d0\u4f9b\u4e86\u4e00\u79cd\u7b80\u4fbf\u7684\u65b9\u6cd5\u6765\u8ddf\u8e2a\u5bf9\u8ba2\u5355\u7684\u66f4\u6539\uff0c\u540c\u65f6\u4fdd\u6301\u539f\u59cb\u8ba2\u5355\u7684\u9759\u6001\u8bb0\u5f55\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"om-use-order-summaries-reporting\">\n<h2 id=\"reporting-on-order-data\"><span>\u62a5\u544a\u8ba2\u5355\u6570\u636e<\/span><\/h2>\n<div>\n<p><span>\u867d\u7136\u8ba2\u5355\u6458\u8981\u4f7f\u60a8\u53ef\u4ee5\u8f7b\u677e\u67e5\u770b\u5355\u4e2a\u8ba2\u5355\u7684\u6570\u636e\uff0c\u4f46\u6709\u65f6\u60a8\u9700\u8981\u4ece\u65e5\u5e38\u8ba2\u5355\u5904\u7406\u4e2d\u9000\u540e\u4e00\u6b65\uff0c\u4ee5\u5168\u9762\u4e86\u89e3\u3002\u60a8\u5e0c\u671b\u6536\u96c6\u5e76\u67e5\u770b\u6240\u6709\u8ba2\u5355\u7684\u6570\u636e\uff0c\u4ee5\u5e2e\u52a9\u60a8\u5206\u6790\u6d41\u7a0b\uff0c\u8ddf\u8e2a\u8d2d\u7269\u8d8b\u52bf\u5e76\u786e\u5b9a\u6539\u8fdb\u673a\u4f1a\u3002<\/span><\/p>\n<p><span>\u8981\u68c0\u7d22\u548c\u5206\u6790\u8ba2\u5355\u6570\u636e\uff0c\u8bf7\u4f7f\u7528\u201c\u62a5\u544a\u6784\u5efa\u5668\u201d\u5de5\u5177\u4e3a\u60a8\u81ea\u5df1\u6784\u5efa\u62a5\u544a\u6216\u4e0e\u56e2\u961f\u5171\u4eab\u7684\u62a5\u544a\u3002\u8981\u751f\u6210\u62a5\u544a\uff0c\u9996\u5148\u8981\u5b9a\u4e49\u81ea\u5b9a\u4e49\u62a5\u544a\u7c7b\u578b\uff0c\u8fd9\u4e9b\u81ea\u5b9a\u4e49\u62a5\u544a\u7c7b\u578b\u786e\u5b9a\u7528\u6237\u53ef\u4ee5\u4e3a\u5176\u521b\u5efa\u62a5\u200b\u200b\u544a\u7684\u8bb0\u5f55\u7c7b\u578b\u3002\u62a5\u544a\u7c7b\u578b\u57fa\u4e8e\u4e3b\u8981\u5bf9\u8c61\u53ca\u5176\u76f8\u5173\u5bf9\u8c61\u4e4b\u95f4\u7684\u5173\u7cfb\uff0c\u5b9a\u4e49\u4e86\u53ef\u7528\u4e8e\u62a5\u544a\u7684\u8bb0\u5f55\u548c\u5b57\u6bb5\u96c6\u3002\u60a8\u7684\u62a5\u544a\u663e\u793a\u7b26\u5408\u81ea\u5b9a\u4e49\u62a5\u544a\u7c7b\u578b\u4e2d\u5b9a\u4e49\u7684\u6761\u4ef6\u7684\u8bb0\u5f55\u3002<\/span><\/p>\n<div><span>\u60a8\u53ef\u4ee5\u5728Salesforce\u8ba2\u5355\u7ba1\u7406\u4e2d\u4e3a\u4ee5\u4e0b\u5bf9\u8c61\u5b9a\u4e49\u81ea\u5b9a\u4e49\u62a5\u544a\u7c7b\u578b\u3002<\/span><\/p>\n<ul>\n<li><span>\u8ba2\u5355\u6458\u8981<\/span><\/li>\n<li><span>\u539f\u59cb\u8ba2\u5355<\/span><\/li>\n<li><span>\u6539\u53d8\u987a\u5e8f<\/span><\/li>\n<li><span>\u5c65\u884c\u8ba2\u5355<\/span><\/li>\n<li><span>\u8ba2\u5355\u4ed8\u6b3e\u6458\u8981<\/span><\/li>\n<li><span>\u4ed8\u6b3e\u6388\u6743<\/span><\/li>\n<li><span>\u4ed8\u6b3e<\/span><\/li>\n<li><span>\u53d1\u7968<\/span><\/li>\n<li><span>\u8d37\u9879\u901a\u77e5\u5355<\/span><\/li>\n<li><span>\u9000\u6b3e<\/span><\/li>\n<\/ul>\n<\/div>\n<p><span>\u5b9a\u4e49\u81ea\u5b9a\u4e49\u62a5\u544a\u7c7b\u578b\u540e\uff0c\u53ef\u4ee5\u6784\u5efa\u62a5\u544a\u4ee5\u6355\u83b7\u8fd9\u4e9b\u5bf9\u8c61\u8bb0\u5f55\u4e2d\u7684\u6570\u636e\u4ee5\u53ca\u6240\u6709\u76f8\u5173\u5bf9\u8c61\u8bb0\u5f55\u4e2d\u7684\u6570\u636e\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"om-use-order-summaries-next-steps\">\n<h2 id=\"next-steps\"><span>\u4e0b\u4e00\u6b65<\/span><\/h2>\n<div>\n<p><span>\u5728\u672c\u5355\u5143\u4e2d\uff0c\u60a8\u5b66\u4e60\u4e86\u6709\u5173\u8ba2\u5355\uff0c\u8ba2\u5355\u6458\u8981\u548c\u53d8\u66f4\u5355\u7684\u6240\u6709\u4fe1\u606f\u3002\u73b0\u5728\uff0c\u8ba9\u6211\u4eec\u8fdb\u884c\u66f4\u6df1\u5165\u7684\u7814\u7a76\uff0c\u770b\u770bSalesforce Order Management\u5982\u4f55\u5e2e\u52a9\u60a8\u81ea\u52a8\u5316\u548c\u7ba1\u7406\u8ba2\u5355\u5c65\u884c\u548c\u4ed8\u6b3e\u5904\u7406\u3002<\/span><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807 \u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a \u89e3\u91ca\u8ba2\u5355\u4e0e\u8ba2\u5355\u6458\u8981\u4e4b\u95f4\u7684\u533a\u522b\u3002 \u63cf\u8ff0\u8ba2\u5355\uff0c\u53d8\u66f4\u8ba2\u5355\u548c\u8ba2\u5355\u6458\u8981\u4e4b\u95f4\u7684\u5173\u7cfb\u3002  &hellip; <a href=\"http:\/\/www.ponybai.com\/?p=2532\" class=\"more-link\">\u7ee7\u7eed\u9605\u8bfb<span class=\"screen-reader-text\">Salesforce\u8ba2\u5355\u7ba1\u7406 &#8211; \u4f7f\u7528\u8ba2\u5355\u6458\u8981\u6765\u7ba1\u7406\u8ba2\u5355<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[85],"tags":[],"class_list":["post-2532","post","type-post","status-publish","format-standard","hentry","category-salesforce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce\u8ba2\u5355\u7ba1\u7406 - \u4f7f\u7528\u8ba2\u5355\u6458\u8981\u6765\u7ba1\u7406\u8ba2\u5355 - \u767d\u767d\u968f\u7b14<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/www.ponybai.com\/?p=2532\" \/>\n<meta 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