{"id":257,"date":"2018-01-11T19:00:29","date_gmt":"2018-01-11T11:00:29","guid":{"rendered":"http:\/\/www.ponybai.com\/?p=257"},"modified":"2018-01-11T19:00:29","modified_gmt":"2018-01-11T11:00:29","slug":"salesforce-%e6%8a%a5%e8%a1%a8-%e4%bb%aa%e8%a1%a8%e6%9d%bf-%e5%9f%ba%e7%a1%80%ef%bc%881%ef%bc%89","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=257","title":{"rendered":"Salesforce Lightning \u62a5\u8868 \u4eea\u8868\u677f \u57fa\u7840\uff081\uff09"},"content":{"rendered":"<div id=\"lex_implementation_reports_dashboards_overview_learning_objectives\" class=\"topic nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<h2 id=\"Tdxn4tBK-heading2\" class=\"helpHead2\">\u5b66\u4e60\u76ee\u6807<\/h2>\n<div class=\"body\">\n<div id=\"p2\" class=\"p\">\n<p>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\">\u77ed\u8bed\u4e1a\u52a1\u9700\u8981\u4f5c\u4e3a\u53ef\u56de\u7b54\u7684\u62a5\u8868\u95ee\u9898\u3002<\/li>\n<li class=\"li\">\u89e3\u91ca\u62a5\u8868\uff0c\u4eea\u8868\u677f\u548c\u62a5\u8868\u7c7b\u578b\u4e4b\u95f4\u7684\u533a\u522b\u3002<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"reports_dashboards_overview\" class=\"topic nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<h2 id=\"Tdxn4tBK-heading3\" class=\"helpHead2\"><span id=\"topic-title\" class=\"ph\">\u62a5\u8868\u548c\u4eea\u8868\u677f\u4ecb\u7ecd<\/span><\/h2>\n<div class=\"body\">\n<div class=\"p\" dir=\"ltr\">\n<p>\u4f60\u7684\u4f01\u4e1a\u6709\u95ee\u9898\u3002\u60a8\u7684Salesforce\u6570\u636e\u6709\u7b54\u6848\u3002\u5f53\u60a8\u88ab\u8981\u6c42\u7f16\u5199\u62a5\u8868\u65f6\uff0c\u8bf7\u6c42\u901a\u5e38\u4ee5\u95ee\u9898\u7684\u5f62\u5f0f\u51fa\u73b0\u3002\u8fd9\u4e2a\u95ee\u9898\u53ef\u80fd\u662f\u8fd9\u6837\u7684\uff1a<\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\">\u54ea\u4e9b\u4ea7\u54c1\u662f\u6211\u7684\u7545\u9500\u4e66\uff1f<\/li>\n<li class=\"li\">\u8c01\u662f\u6211\u6700\u9ad8\u7684\u4ef7\u503c\u524d\u666f\uff1f<\/li>\n<li class=\"li\">\u54ea\u4e9b\u8425\u9500\u6d3b\u52a8\u662f\u6700\u6210\u529f\u7684\uff1f<\/li>\n<li class=\"li\">\u6211\u7684\u5ba2\u6237\u6ee1\u610f\u5ea6\u5982\u4f55\uff1f<\/li>\n<\/ul>\n<\/div>\n<p class=\"p\">\u5728\u7f16\u5199\u62a5\u8868\u4e4b\u524d\uff0c\u8bc0\u7a8d\u662f\u91c7\u53d6\u8fd9\u4e2a\u95ee\u9898\uff0c\u63d0\u51fa\u540e\u7eed\u95ee\u9898\uff0c\u7f16\u5199\u8981\u6c42\uff0c\u7136\u540e\u5c06\u8fd9\u4e9b\u8981\u6c42\u6620\u5c04\u5230\u62a5\u8868\u6807\u51c6\u3002<\/p>\n<p class=\"p\">\u4ee5\u5927\u718a\u4e4b\u661f\u7684\u7ba1\u7406\u5458Maria Jimenez\u7684\u6545\u4e8b\u4e3a\u4f8b\u3002\u6709\u4e00\u5929\uff0c\u5979\u7684\u9996\u5e2d\u6267\u884c\u5b98Sita Nagappan-Alvarez\u6765\u5230\u5979\u9762\u524d\uff0c\u8be2\u95ee\u751f\u610f\u662f\u600e\u4e48\u505a\u7684\u3002\u5177\u4f53\u6765\u8bf4\uff0c\u5979\u60f3\u77e5\u9053\u54ea\u4e9b\u4ea7\u54c1\u662f\u6700\u7545\u9500\u7684\u3002<\/p>\n<div class=\"fig fignone\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-usa35d412ae1ee80cc7d054143b1983685.png\" alt=\"Maria and Sita chatting about top selling products\" width=\"800\" \/><\/div>\n<p class=\"p\">\u739b\u4e3d\u4e9a\u91c7\u53d6\u4e86\u65af\u5854\u7684\u539f\u59cb\u95ee\u9898\uff0c\u5e76\u8ddf\u8fdb\u4e86\u4e00\u4e9b\u6f84\u6e05\u7684\u95ee\u9898\u3002<\/p>\n<div class=\"data colSort\">\n<table class=\"featureTable sort_table\" summary=\"\">\n<thead class=\"thead sorted\" align=\"left\">\n<tr>\n<th id=\"d339115e164\" class=\"featureTableHeader vertical-align-top \">\u4fe1\u606f\u7c7b\u578b<\/th>\n<th id=\"d339115e167\" class=\"featureTableHeader vertical-align-top \">\u4f8b\u5b50<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"tbody\">\n<tr>\n<td class=\"entry\" headers=\"d339115e164\" data-title=\"Type of Information\">\u65af\u5854\u7684\u539f\u59cb\u95ee\u9898<\/td>\n<td class=\" text-left\" headers=\"d339115e167\" data-title=\"Examples\">\u54ea\u4e9b\u4ea7\u54c1\u662f\u6211\u7684\u7545\u9500\u4e66\uff1f<\/td>\n<\/tr>\n<tr>\n<td class=\"entry\" headers=\"d339115e164\" data-title=\"Type of Information\">\u739b\u4e3d\u4e9a\u7684\u540e\u7eed\u95ee\u9898<\/td>\n<td class=\" text-left\" headers=\"d339115e167\" data-title=\"Examples\">\n<ul class=\"ul bulletList\">\n<li class=\"li\">\u662f\u4ec0\u4e48\u4f7f\u4ea7\u54c1\u6210\u4e3a\u6700\u7545\u9500\u7684\u4ea7\u54c1\uff0c\u6536\u5165\u6216\u6570\u91cf\uff1f<\/li>\n<li class=\"li\">\u4f60\u60f3\u67e5\u770b\u6309\u4ea7\u54c1\u7cfb\u5217\u5206\u7ec4\u7684\u7ed3\u679c\u5417\uff1f<\/li>\n<li class=\"li\">\u4f60\u7684\u65e5\u671f\u8303\u56f4\u662f\u591a\u5c11\uff1f<\/li>\n<li class=\"li\">\u5982\u679c\u6211\u4eec\u505c\u6b62\u9500\u552e\u4ea7\u54c1\uff0c\u662f\u5426\u5e94\u8be5\u5728\u62a5\u8868\u4e2d\u663e\u793a\uff1f<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td class=\"entry\" headers=\"d339115e164\" data-title=\"Type of Information\">\u8981\u6c42<\/td>\n<td class=\" text-left\" headers=\"d339115e167\" data-title=\"Examples\">\n<ul class=\"ul bulletList\">\n<li class=\"li\">\u8fd9\u91cc\u7684\u201c\u7545\u9500\u201d\u610f\u5473\u7740\u6570\u91cf\u800c\u4e0d\u662f\u6536\u5165\u3002<\/li>\n<li class=\"li\">\u6309\u4ea7\u54c1\u7cfb\u5217\u5206\u7ec4\u4ea7\u54c1\u3002<\/li>\n<li class=\"li\">\u663e\u793a\u6240\u6709\u5df2\u7ed3\u675f\u8d62\u5f97\u7684\u673a\u4f1a<\/li>\n<li class=\"li\">\u4e0d\u8981\u663e\u793a\u4e0d\u6d3b\u52a8\u7684\u4ea7\u54c1\u3002<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td class=\"entry\" headers=\"d339115e164\" data-title=\"Type of Information\">\u6807\u51c6<\/td>\n<td class=\" text-left\" headers=\"d339115e167\" data-title=\"Examples\">\n<ul class=\"ul bulletList\">\n<li class=\"li\">Report Type = Opportunities with Products<\/li>\n<li class=\"li\">Report Format = Summary<\/li>\n<li class=\"li\">Grouping = Product Family<\/li>\n<li class=\"li\">Show = All Opportunities<\/li>\n<li class=\"li\">Date Field = Close Date<\/li>\n<li class=\"li\">Range = Current FY<\/li>\n<li class=\"li\">Filter = Product \u2018equals\u2019 Active<\/li>\n<li class=\"li\">Filter = Opportunity Stage \u2018equals\u2019 Closed Won<\/li>\n<li class=\"li\">Filter Logic = 1 AND 2<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"p\">\u73b0\u5728\u5728\u8fd9\u4e2a\u65f6\u5019\uff0c\u4f60\u53ef\u80fd\u6b63\u5728\u770b\u201c\u6807\u51c6\u201d\u4e13\u680f\uff0c\u601d\u8003\uff0c\u8fd9\u662f\u4ec0\u4e48\u610f\u601d\uff1f\u8bf7\u653e\u5fc3\uff0c\u6211\u4eec\u5c06\u5728\u60a8\u4e3a\u83b7\u5f97\u6b64\u6a21\u5757\u7684\u5fbd\u7ae0\u800c\u8fdb\u884c\u7684\u5de5\u4f5c\u4e2d\u8be6\u7ec6\u4ecb\u7ecd\u8fd9\u4e9b\u4e3b\u9898\u3002<\/p>\n<div class=\"p\">\n<p>\u95ee\u9898\u662f\uff0c\u4f60\u516c\u53f8\u7684\u5927\u90e8\u5206\u4eba\u90fd\u4f1a\u50cfSita\u95ee\u739b\u4e3d\u4e9a\u4e00\u6837\u95ee\u4f60\u4e00\u4e9b\u95ee\u9898\u3002\u8fd9\u91cc\u6709\u4e00\u4e9b\u5178\u578b\u7684\u95ee\u9898\uff0c\u5927\u718a\u661f\u5ea7\u7684\u4eba\u95ee\u739b\u4e3d\u4e9a\u3002<\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\">\u8ba1\u5212\u5f53\u5929\u7535\u8bdd\u4f1a\u8bae\u7684\u5ba2\u6237\u7ecf\u7406\u6797\u80af\u00b7\u4e4c\u5c14\u91cc\u5e0c\uff08Lincoln Ulrich\uff09\u95ee\uff0c\u4ed6\u7684\u56e2\u961f\u5e94\u8be5\u9996\u5148\u8054\u7cfb\u54ea\u4e2a\u6f5c\u5728\u5ba2\u6237\u3002<\/li>\n<li class=\"li\">\u9996\u5e2d\u8fd0\u8425\u5b98\u7f57\u4f2f\u6258\u00b7\u963f\u5c14\u74e6\u96f7\u65af\uff08Roberto Alvarez\uff09\u53bb\u5e74\u590f\u5929\u63a8\u51fa\u81ea\u52a9\u670d\u52a1\u793e\u533a\u4ee5\u6765\u9010\u6708\u5206\u6790\u504f\u8f6c\u7387\uff0c\u8981\u6c42\u5728\u8fc7\u53bb\u7684\u4e00\u5e74\u4e2d\u63d0\u4f9b\u6848\u4f8b\u3002<\/li>\n<li class=\"li\">\u9996\u5e2d\u6267\u884c\u5b98\u65af\u5854\u6b63\u5728\u5fd9\u7740\u5236\u5b9a\u516c\u53f8\u7684\u5e74\u5ea6\u8ba1\u5212\uff0c\u5e76\u51b3\u5b9a\u4e0b\u4e00\u6b65\u5c06\u516c\u53f8\u5e26\u5230\u54ea\u91cc\uff0c\u5e76\u95ee\u54ea\u4e9b\u57ce\u5e02\u662f\u6700\u6709\u524d\u9014\u7684\u3002<\/li>\n<\/ul>\n<\/div>\n<p class=\"p\">\u5bf9\u4e8e\u8fd9\u4e9b\u60c5\u666f\u4e2d\u7684\u6bcf\u4e00\u79cd\u60c5\u51b5\uff0c\u62a5\u8868\u6216\u4eea\u8868\u677f\u90fd\u53ef\u4ee5\u63d0\u4f9b\u6bcf\u4e2a\u56e2\u961f\u6210\u5458\u9700\u8981\u91c7\u53d6\u884c\u52a8\u7684\u6df1\u523b\u89c1\u89e3\uff0c\u65e0\u8bba\u662f\u65e5\uff0c\u6708\u8fd8\u662f\u5e74\u3002\u60a8\u53ef\u4ee5\u5c06\u4ed6\u4eec\u7684\u95ee\u9898\u7ffb\u8bd1\u6210\u4ed6\u4eec\u9700\u8981\u7684\u62a5\u8868\u6216\u4eea\u8868\u677f\u3002<\/p>\n<p class=\"p\">\u8bf7\u7ee7\u7eed\u9605\u8bfb\uff0c\u4e86\u89e3\u5982\u4f55\u5f00\u59cb\u4f7f\u7528\u8d35\u516c\u53f8\u7684\u62a5\u8868\u548c\u4eea\u8868\u677f\u3002\u800c\u4e14\uff0c\u5982\u679c\u60a8\u559c\u6b22\u89c6\u9891\uff0c\u8bf7\u67e5\u770b\u8fd9\u4e9b\u62a5\u8868\u548c\u4fe1\u606f\u4e2d\u5fc3\u6982\u89c8\u89c6\u9891\u3002<\/p>\n<p class=\"p\"><iframe class=\"doc_embedded_video\" src=\"https:\/\/play.vidyard.com\/R3UL6xgV0a2VbLZ1jgztVg\" width=\"640\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<div class=\"section\">\n<h3 id=\"Tdxn4tBK-heading4\" class=\"helpHead3\">\u4ec0\u4e48\u662f\u62a5\u8868\uff1f<\/h3>\n<p class=\"p\">\u6700\u7b80\u5355\u7684\u5f62\u5f0f\u662f\u62a5\u8868\u662f\u7b26\u5408\u60a8\u5b9a\u4e49\u7684\u6807\u51c6\u7684\u8bb0\u5f55\uff08\u5982\u673a\u4f1a\u6216\u5ba2\u6237\uff09\u5217\u8868\u3002\u4f46\u62a5\u8868\u4e0d\u4ec5\u4ec5\u662f\u7b80\u5355\u7684\u5217\u8868\u3002\u4e3a\u4e86\u83b7\u5f97\u4f60\u9700\u8981\u7684\u6570\u636e\uff0c\u4f60\u53ef\u4ee5\u8fc7\u6ee4\uff0c\u5206\u7ec4\uff0c\u5e76\u8bb0\u5f55\u6570\u5b66\u3002\u60a8\u751a\u81f3\u53ef\u4ee5\u5728\u56fe\u8868\u4e2d\u4ee5\u56fe\u5f62\u65b9\u5f0f\u663e\u793a\u5b83\u4eec\uff01<\/p>\n<p class=\"p\">\u5f53Sita\u5411Maria\u8be2\u95ee\u54ea\u4e9b\u4ea7\u54c1\u662f\u7545\u9500\u4ea7\u54c1\u65f6\uff0cMaria\u521b\u5efa\u4e86\u4e00\u4efd\u62a5\u8868\uff0c\u5176\u4e2d\u5217\u51fa\u4e86\u6240\u6709\u4ea7\u54c1\u673a\u4f1a\u3002\u7136\u540e\u5979\uff1a<\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\">\u8fc7\u6ee4\u4ec5\u663e\u793a\u672c\u8d22\u5e74\u201c\u6d3b\u8dc3\u201d\u4ea7\u54c1\u7684\u95ed\u5e02\u8d62\u5229\u673a\u4f1a\u3002<\/li>\n<li class=\"li\">\u6309\u4ea7\u54c1\u7cfb\u5217\u5206\u7ec4\u3002<\/li>\n<li class=\"li\">\u603b\u8ba1\u5356\u51fa\u7684\u603b\u6570\u3002<\/li>\n<li class=\"li\">\u4ee5\u5782\u76f4\u6761\u5f62\u56fe\u663e\u793a\u7ed3\u679c\uff0c\u6240\u4ee5Sita\u5f88\u5bb9\u6613\u770b\u5230\u7ed3\u679c\u3002<\/li>\n<\/ul>\n<p class=\"p\">\u8fd9\u79cd\u5148\u8fdb\u7684\u5206\u6790\u662f\u4e3a\u4ec0\u4e48\u62a5\u8868\u662f\u739b\u4e3d\u4e9a\u7684\u5de5\u5177\uff0c\u5f53\u5979\u6709\u5979\u7684\u4e1a\u52a1\u95ee\u9898\u7684\u4e00\u4e2a\u539f\u56e0\u3002 Ursa Major Solar\u7684\u6bcf\u4e2a\u4eba\u90fd\u559c\u6b22Maria\u7684\u62a5\u9053\uff01<\/p>\n<p 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