{"id":2906,"date":"2021-01-05T23:30:54","date_gmt":"2021-01-05T15:30:54","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2906"},"modified":"2021-01-05T23:30:54","modified_gmt":"2021-01-05T15:30:54","slug":"%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%ba%91%e5%ae%9a%e5%88%b6-%e4%bc%98%e5%8c%96%e4%b8%bb%e9%a1%b5%e5%92%8c%e5%ae%a2%e6%88%b7%e9%a1%b5%e9%9d%a2","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2906","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u5b9a\u5236 &#8211; \u4f18\u5316\u4e3b\u9875\u548c\u5ba2\u6237\u9875\u9762"},"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>\u81ea\u5b9a\u4e49\u5ba2\u6237\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u3002<\/span><\/li>\n<li><span>\u63cf\u8ff0\u5ba2\u6237\u548c\u5bb6\u5ead\u6c47\u603b\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"fsc_setup_unit_2_custom_pages\"><a target=\"_blank\" name=\"fsc_setup_unit_2_custom_pages\" rel=\"noopener\"><\/a><\/p>\n<h2 id=\"enhance-user-experience-and-productivity-with-customized-pages\"><span>\u901a\u8fc7\u81ea\u5b9a\u4e49\u9875\u9762\u589e\u5f3a\u7528\u6237\u4f53\u9a8c\u548c\u751f\u4ea7\u529b<\/span><\/h2>\n<div>\n<p><span>\u73b0\u5728\u53ef\u4ee5\u4f7f\u7528Financial Services Cloud\uff0c\u4f46\u662f\u5982\u679c\u8981\u81ea\u5b9a\u4e49\u5173\u952e\u9875\u9762\u600e\u4e48\u529e\uff1f\u4f8b\u5982\uff0c\u60a8\u53ef\u4ee5\u901a\u8fc7\u6dfb\u52a0\u6807\u51c6\u6216\u81ea\u5b9a\u4e49\u7ec4\u4ef6\u6765\u5b9a\u5236\u9875\u9762\uff0c\u4ee5\u66f4\u6539\u6240\u6709\u7528\u6237\u7684\u9875\u9762\u529f\u80fd\u3002\u6216\u8005\uff0c\u60a8\u53ef\u4ee5\u8ba9\u5177\u6709\u4e0d\u540c\u914d\u7f6e\u6587\u4ef6\u6216\u5728\u4e0d\u540c\u5e94\u7528\u7a0b\u5e8f\u4e2d\u7684\u7528\u6237\u67e5\u770b\u7279\u5b9a\u9875\u9762\u7684\u5b9a\u5236\u7248\u672c\u3002\u786e\u5b9a\u8981\u81ea\u5b9a\u4e49\u7684\u9875\u9762\u540e\uff0c\u60a8\u53ef\u4ee5\u7f16\u8f91\u73b0\u6709\u9875\u9762\uff0c\u4e5f\u53ef\u4ee5\u4f7f\u7528Lightning App Builder\u4ece\u5934\u5f00\u59cb\u521b\u5efa\u4e00\u4e2a\u9875\u9762\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_setup_unit_2_custom_client_record\"><a target=\"_blank\" name=\"fsc_setup_unit_2_custom_client_record\" rel=\"noopener\"><\/a><\/p>\n<h2 id=\"customize-the-client-record-page\"><span>\u81ea\u5b9a\u4e49\u5ba2\u6237\u8bb0\u5f55\u9875\u9762<\/span><\/h2>\n<div>\n<p><span>\u987e\u95ee\u53ef\u4ee5\u5728\u5ba2\u6237\u9875\u9762\u4e0a\u67e5\u770b\u6709\u5173\u6bcf\u4e2a\u5ba2\u6237\u7684\u6700\u91cd\u8981\u548c\u6700\u76f8\u5173\u7684\u6570\u636e\u3002\u6b64\u6570\u636e\u53ef\u4ee5\u5305\u62ec\u5176\u8d22\u52a1\u5e10\u6237\uff0c\u76ee\u6807\u6216\u5173\u7cfb\u3002\u4f46\u662f\uff0c\u987e\u95ee\u8ba4\u4e3a\u6700\u91cd\u8981\u7684\u6570\u636e\u7c7b\u578b\u53ef\u80fd\u4e0e\u6807\u51c6\u9875\u9762\u4e0a\u7684\u6570\u636e\u4e0d\u540c\u3002\u4e0d\u7528\u62c5\u5fc3\uff0c\u56e0\u4e3a\u60a8\u53ef\u4ee5\u81ea\u5b9a\u4e49\u6b64\u9875\u9762\uff0c\u4ee5\u4f7f\u60a8\u7684\u987e\u95ee\u66f4\u5feb\u4e50\uff0c\u66f4\u9ad8\u6548\u3002<\/span><\/p>\n<p><span>\u7ba1\u7406\u5458\u9a6c\u7279\uff08Matt\uff09\u5c06\u81ea\u5b9a\u4e49\u6b64\u9875\u9762\u3002\u4e3a\u4ec0\u4e48\uff1f\u4ed6\u6709\u5f88\u591a\u987e\u95ee\uff0c\u4ed6\u4eec\u5728\u624b\u673a\u4e0a\u67e5\u770b\u5ba2\u6237\u9875\u9762\u3002\u201c\u5173\u7cfb\u201d\u9009\u9879\u5361\u4e0a\u7684\u5f53\u524d\u201c\u7ec4\u6210\u5458\u201d\u7ec4\u4ef6\u663e\u793a\u6bcf\u4e2a\u6210\u5458\u7684\u6240\u6709\u4fe1\u606f\uff0c\u987e\u95ee\u5fc5\u987b\u5411\u4e0b\u6eda\u52a8\u3002\u4ed6\u4eec\u5e0c\u671b\u80fd\u591f\u5728\u9700\u8981\u65f6\u6298\u53e0\u7ec4\u6210\u5458\uff0c\u4ece\u800c\u4e0d\u5fc5\u6eda\u52a8\u592a\u591a\u3002\u6eda\u52a8\u8ba9\u4ed6\u4eec\u7684\u62c7\u6307\u7d2f\u4e86\uff01\u9a6c\u7279\u5e0c\u671b\u4ed6\u7684\u987e\u95ee\u548c\u4ed6\u4eec\u7684\u5927\u62c7\u6307\u80fd\u83b7\u5f97\u65e0\u75db\u7684\u7ecf\u5386\uff0c\u56e0\u6b64\u4ed6\u627f\u8bfa\u4f1a\u63d0\u4f9b\u5e2e\u52a9\u3002<\/span><\/p>\n<p><span>\u4ed6\u53ef\u4ee5\u6784\u5efa\u4e00\u4e2a\u7ec4\u4ef6\uff0c\u4f46\u662f\u9996\u5148\u4ed6\u8981\u68c0\u67e5\u5f53\u524d\u7684\u7ec4\u4ef6\u5217\u8868\u3002\u5728\u8be5\u5217\u8868\u4e2d\uff0c\u4ed6\u53d1\u73b0\u4e86\u4e00\u4e2a\u9884\u5efa\u7684Group Members\uff08\u53ef\u914d\u7f6e\uff09\u7ec4\u4ef6\uff0c\u8be5\u7ec4\u4ef6\u53ef\u63d0\u4f9b\u6240\u9700\u7684\u529f\u80fd\u4ee5\u53ca\u66f4\u591a\u529f\u80fd\u3002\u4ed6\u51b3\u5b9a\u5c06\u65e7\u7684\u201c\u7ec4\u6210\u5458\u201d\u7ec4\u4ef6\u66ff\u6362\u4e3a\u65b0\u7684\u201c\u7ec4\u6210\u5458\u201d\uff08\u53ef\u914d\u7f6e\uff09\u7ec4\u4ef6\u3002<\/span><\/p>\n<div><span>\u4ed6\u4f7f\u7528Lightning App Builder\u548c\u62d6\u653e\u8f7b\u677e\u5730\u8fdb\u884c\u4e86\u66f4\u6539\u3002\u8ba9\u6211\u4eec\u770b\u770b\u4ed6\u662f\u5982\u4f55\u505a\u5230\u7684\u3002<\/span><\/p>\n<ol>\n<li><span>\u5355\u51fb\u00a0<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_setup\/fsc_setup_unit_2\/images\/53883122f709cd0cabf9c39044235731_setup.png\" alt=\"\u8bbe\u5b9a\" \/><span>\u5e76\u9009\u62e9\u00a0<\/span><strong><span>\u8bbe\u7f6e<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165Lightning App Builder\uff0c\u7136\u540e\u9009\u62e9\u00a0<\/span><strong><span>Lightning App Builder<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u5ba2\u6237\u8bb0\u5f55\u201d\u9875\u9762\u65c1\u8fb9\uff0c\u70b9\u51fb<\/span><strong><span>\u514b\u9686<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb\u5ba2\u6237\u8bb0\u5f55\u9875\u9762\u6b63\u6587\u4e2d\u7684\u201c<\/span><strong><span>\u5173\u7cfb\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5c06\u201c<\/span><strong><span>\u7ec4\u6210\u5458\uff08\u53ef\u914d\u7f6e\uff09\u201d<\/span><\/strong><span>\u7ec4\u4ef6\u4ece\u201c\u81ea\u5b9a\u4e49\u6258\u7ba1\u201d\u5217\u8868\u4e2d\u62d6\u52a8\u5230\u5173\u7cfb\u6811\u4e0b\u7684\u5ba2\u6237\u8bb0\u5f55\u9875\u9762\u3002\u00a0<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_setup\/fsc_setup_unit_2\/images\/9c5c49880e572c5b7330b827321dcd5e_customize-2.png\" alt=\"Lightning App Builder\u7684\u5c4f\u5e55\u5feb\u7167\uff0c\u5176\u4e2d\u663e\u793a\u4e86\u201c\u7ec4\u6210\u5458\uff08\u53ef\u914d\u7f6e\uff09\u201d\u7ec4\u4ef6\u88ab\u62d6\u52a8\u5230\u201c\u7ec4\u6210\u5458\u548c\u8be6\u7ec6\u4fe1\u606f\u201d\u7ec4\u4ef6\u4e0a\u65b9\" \/><\/li>\n<li><span>\u7ec4\u6210\u5458\uff08\u53ef\u914d\u7f6e\uff09\u7ec4\u4ef6\u663e\u793a\u4e3a\u4e3b\u7ec4\u7ec4\u4ef6\u3002<\/span><\/li>\n<li><span>\u5728\u8fb9\u680f\u4e2d\uff0c\u5728\u201c\u7ec4\u6210\u5458\u7684\u5b57\u6bb5\u96c6\u201d\u6587\u672c\u6846\u4e2d\uff0c\u8f93\u5165\uff1aWM_Client_Groups_Member_Details<\/span><\/li>\n<li><span>\u901a\u8fc7\u9009\u62e9\u7b2c\u4e8c\u4e2a\u201c\u4e3b\u8981\u7ec4\u201d\u7ec4\u4ef6\uff0c\u7136\u540e\u5355\u51fb\u201c\u5220\u9664\u201d\u56fe\u6807\uff08<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_setup\/fsc_setup_unit_2\/images\/5e76293faaee1ab4433451a80b2fccd4_delete-icon.png\" alt=\"\u5220\u9664\u56fe\u793a\" \/><span>\u3002\uff0c\u5b83\u662f\u201c\u5173\u7cfb\u201d\u6811\u4e0b\u7684\u7b2c\u4e8c\u4e2a\u7ec4\u4ef6\uff0c\u5728\u60a8\u62d6\u52a8\u7684\u65b0\u7ec4\u4ef6\u548c\u201c\u5173\u7cfb\u7ec4\u201d\u7ec4\u4ef6\u4e4b\u95f4\uff0c\u5220\u9664\u65e7\u00a0\u7ec4\u4ef6\u3002<\/span><\/li>\n<li><span>\u70b9\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u9875\u9762\u4fdd\u5b58\u5bf9\u8bdd\u6846\u4e2d\uff0c\u5355\u51fb<\/span><strong><span>\u6fc0\u6d3b<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u6fc0\u6d3b\u201d\u5bf9\u8bdd\u6846\u4e2d\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u6307\u5b9a\u4e3a\u7ec4\u7ec7\u9ed8\u8ba4\u503c\u201d<\/span><\/strong><span>\u4ee5\u5b9a\u4e49\u4f7f\u7528\u6b64\u9875\u9762\u7684\u4f4d\u7f6e\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u5206\u914d\u5f62\u72b6\u56e0\u6570\u201d\u5bf9\u8bdd\u6846\u4e2d\uff0c\u9009\u62e9\u201c<\/span><strong><span>\u684c\u9762\u548c\u7535\u8bdd\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u67e5\u770b\u5206\u914d\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"fsc_setup_unit_2_set_rollups\"><a target=\"_blank\" name=\"fsc_setup_unit_2_set_rollups\" rel=\"noopener\"><\/a><\/p>\n<h2 id=\"setting-what-gets-rolled-up-to-the-primary-group\"><span>\u8bbe\u7f6e\u6c47\u603b\u5230\u4e3b\u8981\u7ec4\u7684\u5185\u5bb9<\/span><\/h2>\n<div>\n<p><span>\u5728Financial Services Cloud\u4e2d\uff0c\u5ba2\u6237\u62e5\u6709\u4efb\u52a1\uff0c\u4e8b\u4ef6\u548c\u8d22\u52a1\u5e10\u6237\u3002\u6240\u6709\u8fd9\u4e9b\u6570\u636e\u90fd\u88ab\u6c47\u603b\u6216\u201c\u6c47\u603b\u201d\u5230\u5ba2\u6237\u7684\u8d22\u52a1\u6458\u8981\u4e2d\u3002\u6c47\u603b\u6570\u636e\u4f7f\u67e5\u770b\u5ba2\u6237\u7684\u5b8c\u6574\u8d22\u52a1\u72b6\u51b5\u53d8\u5f97\u5bb9\u6613\u3002<\/span><\/p>\n<p><span>\u901a\u8fc7\u4f7f\u5ba2\u6237\u6210\u4e3a\u7ec4\u7684\u4e00\u90e8\u5206\uff0c\u5ba2\u6237\u7684\u6570\u636e\u4e5f\u53ef\u4ee5\u4e0e\u5176\u4ed6\u4eba\u7684\u6570\u636e\u8fdb\u884c\u6c47\u603b\u3002\u5f53\u7ec4\u662f\u5ba2\u6237\u7684\u4e3b\u8981\u7ec4\u65f6\uff0c\u901a\u5e38\u5c06\u6240\u6709\u5ba2\u6237\u7684\u8d22\u52a1\u4fe1\u606f\u6c47\u603b\u5230\u8be5\u7ec4\u4e2d\u3002\u4f8b\u5982\uff0c\u4e9a\u5f53\u65af\u5bb6\u5ead\u662f\u745e\u79cb\u00b7\u4e9a\u5f53\u65af\u7684\u4e3b\u8981\u7fa4\u4f53\u3002\u8fd9\u4e5f\u662f\u5979\u4e08\u592b\u5948\u6770\u5c14\u7684\u4e3b\u8981\u4eba\u7fa4\u3002\u7531\u4e8e\u4ed6\u4eec\u5c5e\u4e8e\u540c\u4e00\u7ec4\uff0c\u56e0\u6b64Nigel\u548cRachel\u7684\u4fe1\u606f\u6c47\u603b\u5728\u4e00\u8d77\u3002\u5c06\u8fd9\u4e9b\u6570\u636e\u653e\u5728\u4e00\u4e2a\u5730\u65b9\u53ef\u4ee5\u8f7b\u677e\u4e86\u89e3Rachel\u4e0e\u5176\u4ed6\u5bb6\u5ead\u7684\u8d22\u52a1\u4fe1\u606f\u3002<\/span><\/p>\n<p><span>\u987e\u95ee\u5c06\u5ba2\u6237\u6dfb\u52a0\u5230\u7ec4\u5e76\u5c06\u8be5\u7ec4\u8bbe\u7f6e\u4e3a\u5ba2\u6237\u7684\u4e3b\u8981\u7ec4\u540e\u4f1a\u53d1\u751f\u4ec0\u4e48\uff1f\u4ed6\u4eec\u53ef\u4ee5\u9009\u62e9\u8981\u52a0\u5165\u5c0f\u7ec4\u7684\u5185\u5bb9\u3002\u6bcf\u4e2a\u5ba2\u6237\u53ef\u4ee5\u6709\u4e00\u4e2a\u4e3b\u8981\u7ec4\u3002\u9700\u8981\u6ce8\u610f\u7684\u4e00\u4ef6\u4e8b\u662f\uff0c\u60a8\u53ea\u80fd\u5c06\u6c47\u603b\u8bbe\u7f6e\u4e3a\u4e3b\u8981\u7ec4\u3002\u5982\u679c\u672a\u542f\u7528\u201c\u4e3b\u8981\u7ec4\u201d\u5b57\u6bb5\uff0c\u5219\u6c47\u603b\u9009\u9879\u53d7\u5230\u9650\u5236\u3002<\/span><\/p>\n<p><span>\u6211\u4eec\u5c06\u5728<\/span><a href=\"https:\/\/trailhead.salesforce.com\/modules\/fsc_data_model\" target=\"_blank\" rel=\"noopener\"><span>Financial Services Cloud Data Modeling<\/span><\/a><span>\u6a21\u5757\u4e2d\u8be6\u7ec6\u8ba8\u8bba\u6c47\u603b\u00a0\u3002\u73b0\u5728\uff0c\u8ba9\u6211\u4eec\u770b\u4e00\u4e0b\u5bf9\u8bdd\u6846\uff0c\u60a8\u7684\u987e\u95ee\u5728\u5176\u4e2d\u9009\u62e9\u5c06\u67d0\u4eba\u6dfb\u52a0\u5230\u7ec4\u4e2d\u65f6\u8981\u6c47\u603b\u7684\u5185\u5bb9\u3002\u00a0<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_setup\/fsc_setup_unit_2\/images\/1b63f4dac5c9a2c12644b5e08cefbe4b_customize-4.png\" alt=\"\u201c\u7f16\u8f91Adams\u5bb6\u5ead\uff08\u793a\u4f8b\uff09\u201d\u5bf9\u8bdd\u6846\u7684\u5c4f\u5e55\u5feb\u7167\uff0c\u663e\u793aRachel Adams\u662f\u4e3b\u8981\u6210\u5458\u548c\u4e3b\u8981\u7ec4\u3002 \u5c06\u6253\u5f00\u201c\u6d3b\u52a8\u548c\u8981\u6c47\u603b\u7684\u5bf9\u8c61\u201d\u83dc\u5355\uff0c\u4ee5\u663e\u793a\uff1a\u201c\u5168\u90e8\u201d\uff0c\u201c\u4efb\u52a1\u201d\uff0c\u201c\u4e8b\u4ef6\u201d\uff0c\u201c\u8d22\u52a1\u5e10\u6237\u201d\uff0c\u201c\u8d22\u52a1\u76ee\u6807\u201d\u4ee5\u53ca\u201c\u8d44\u4ea7\u548c\u8d1f\u503a\u201d\u3002\" \/><\/p>\n<p><span>\u201c\u6d3b\u52a8\u548c\u8981\u6c47\u603b\u7684\u5bf9\u8c61\u201d\u83dc\u5355\u663e\u793a\u4e86\u6765\u81ea\u5ba2\u6237\u7aef\u7684\u54ea\u4e9b\u6570\u636e\u6c47\u603b\u5230\u4e86\u7ec4\u4e2d\u3002\u60a8\u53ef\u4ee5\u901a\u8fc7\u66f4\u6539\u83dc\u5355\u9879\u7684\u987a\u5e8f\u6765\u81ea\u5b9a\u4e49\u83dc\u5355\u4e2d\u663e\u793a\u7684\u9879\u76ee\u3002\u60a8\u8fd8\u53ef\u4ee5\u4ece\u7ec4\u7ec7\u4e2d\u5220\u9664\u67d0\u4e9b\u83dc\u5355\u9879\u3002<\/span><\/p>\n<p><span>\u9a6c\u7279\u7684\u987e\u95ee\u544a\u8bc9\u4ed6\uff0c\u4ed6\u4eec\u60f3\u5148\u5173\u6ce8\u8d22\u52a1\u5e10\u6237\u3002\u8fd9\u662f\u4ed6\u4eec\u5728\u8bbe\u7f6e\u6c47\u603b\u65f6\u6700\u5e38\u4f7f\u7528\u7684\u5de5\u5177\u3002\u73b0\u5728\uff0c\u8fd9\u4e9b\u83dc\u5355\u9879\u6392\u5728\u6700\u540e\u3002\u56e0\u6b64\uff0c\u9a6c\u7279\u51b3\u5b9a\u5c06\u201c\u4efb\u52a1\u548c\u4e8b\u4ef6\u201d\u9879\u79fb\u52a8\u5230\u83dc\u5355\u7684\u5e95\u90e8\uff0c\u4ee5\u4fbf\u9996\u5148\u663e\u793a\u8d22\u52a1\u4fe1\u606f\u9009\u9879\u3002<\/span><\/p>\n<div><span>\u4f60\u662f\u600e\u4e48\u505a\u5230\u7684\uff1f<\/span><\/p>\n<ol>\n<li><span>\u5355\u51fb\u00a0<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/trailmaker-assets.s3.amazonaws.com\/images416ce85f44a6a35c34e24fc2848bd82a.png\" alt=\"\u8bbe\u5b9a\" \/><span>\u5e76\u9009\u62e9\u00a0<\/span><strong><span>\u8bbe\u7f6e<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u9875\u9762\u9876\u90e8\uff0c\u9009\u62e9\u201c<\/span><strong><span>\u5bf9\u8c61\u7ba1\u7406\u5668\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u9009\u62e9\u201c<\/span><strong><span>\u5e10\u6237\u8054\u7cfb\u4eba\u5173\u7cfb\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u9009\u62e9\u201c\u00a0<\/span><strong><span>\u5b57\u6bb5\u548c\u5173\u7cfb\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u9009\u62e9<\/span><strong><span>\u6c47\u603b<\/span><\/strong><span>\u5b57\u6bb5\u3002<\/span><\/li>\n<li><span>\u5728\u503c\u65c1\u8fb9\uff0c\u5355\u51fb<\/span><strong><span>\u91cd\u65b0\u6392\u5e8f<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5c06<\/span><strong><span>\u4efb\u52a1<\/span><\/strong><span>\u5411\u4e0b\u79fb\u52a8\u5230\u5217\u8868\u7684\u5e95\u90e8\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u4efb\u52a1\u201d\u4e0b\u5c06<\/span><strong><span>\u4e8b\u4ef6<\/span><\/strong><span>\u4e0b\u79fb\u3002<\/span><\/li>\n<li><span>\u70b9\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<\/div>\n<div><span>\u8ba9\u6211\u4eec\u4ed4\u7ec6\u68c0\u67e5\u4e00\u4e0b\u3002<\/span><\/p>\n<ol>\n<li><span>\u5728\u5e94\u7528\u542f\u52a8\u5668\uff08\u00a0<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_setup\/fsc_setup_unit_2\/images\/fafce66bd90f5afcc38b93b18305729e_app-launcher-icon.png\" alt=\"\u5e94\u7528\u542f\u52a8\u5668\u56fe\u6807\" \/><span>\uff09\u4e2d\uff0c\u627e\u5230\u5e76\u9009\u62e9<\/span><strong><span>\u8d22\u5bcc\u7ba1\u7406<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb<\/span><strong><span>\u5e10\u6237\uff0c<\/span><\/strong><span>\u7136\u540e\u5728\u9875\u9762\u9876\u90e8\u7684\u9009\u62e9\u5217\u8868\u4e2d\u9009\u62e9<\/span><strong><span>\u6240\u6709\u5e10\u6237<\/span><\/strong><span>\u3002\u7136\u540e\u9009\u62e9\u00a0<\/span><strong><span>Rachel Adams<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c\u00a0<\/span><strong><span>\u5173\u7cfb\u201d<\/span><\/strong><span>\u9009\u9879\u5361\u3002<\/span><\/li>\n<li><span>\u6eda\u52a8\u5230Adams Household\uff0c\u7136\u540e\u5355\u51fb\u5176\u65c1\u8fb9\u7684<\/span><strong><span>Edit<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u6253\u5f00Rachel Adams\u65c1\u8fb9\u7684\u201c\u6d3b\u52a8\u548c\u6c47\u603b\u5bf9\u8c61\u201d\u83dc\u5355\u3002\u00a0<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_setup\/fsc_setup_unit_2\/images\/bae2addb6551d5864345463b18702709_customize-5.png\" alt=\"\u201c\u6d3b\u52a8\u548c\u8981\u6c47\u603b\u7684\u5bf9\u8c61\u201d\u83dc\u5355\u663e\u793a\uff1a\u8d22\u52a1\u5e10\u6237\uff0c\u8d22\u52a1\u76ee\u6807\uff0c\u8d44\u4ea7\u548c\u8d1f\u503a\uff0c\u4efb\u52a1\uff0c\u4e8b\u4ef6\u3002\" \/><\/li>\n<\/ol>\n<\/div>\n<p><span>\u5982\u60a8\u6240\u89c1\uff0c\u201c\u4efb\u52a1\u548c\u4e8b\u4ef6\u201d\u83dc\u5355\u9879\u5df2\u53f3\u79fb\u81f3\u653e\u7f6e\u5b83\u4eec\u7684\u4f4d\u7f6e\u3002\u606d\u559c\uff01<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_setup_unit_2_rollup_summaries\"><a target=\"_blank\" name=\"fsc_setup_unit_2_rollup_summaries\" rel=\"noopener\"><\/a><\/p>\n<h2 id=\"person-and-group-rollup-summaries-by-lookup-fields\"><span>\u6309\u67e5\u627e\u5b57\u6bb5\u5217\u51fa\u7684\u4eba\u5458\u548c\u7ec4\u6c47\u603b\u6458\u8981<\/span><\/h2>\n<div>\n<div><span>\u5982\u4f55\u4e3a\u5ba2\u6237\u548c\u96c6\u56e2\u8d22\u52a1\u5e10\u6237\uff0c\u8d44\u4ea7\u548c\u8d1f\u503a\u5b9a\u4e49\u6c47\u603b\u6c47\u603b\uff1f\u901a\u8fc7\u81ea\u5b9a\u4e49\u5bf9\u8c61\uff1a\u6309\u67e5\u627e\u914d\u7f6e\u6c47\u603b\u548c\u6309\u67e5\u627e\u8fc7\u6ee4\u5668\u6761\u4ef6\u6c47\u603b\u3002\u8fd9\u4e9b\u5bf9\u8c61\u80fd\u591f\u6839\u636e\u5bf9\u8c61\u4e4b\u95f4\u7684\u67e5\u627e\u5b57\u6bb5\u5173\u7cfb\u800c\u4e0d\u662f\u4e3b\u4ece\u5173\u7cfb\u6765\u8ba1\u7b97\u6c47\u603b\u6458\u8981\u3002\u867d\u7136\u60a8\u65e0\u6cd5\u81ea\u5b9a\u4e49\u6c47\u603b\u914d\u7f6e\uff0c\u4f46Financial Services Cloud\u5728\u4eba\u5458\u548c\u7ec4\u7ea7\u522b\u63d0\u4f9b\u4e86\u4e00\u4e9b\u73b0\u6210\u7684\u6c47\u603b\u6458\u8981\uff0c\u5305\u62ec\u4ee5\u4e0b\u5185\u5bb9\u3002<\/span><\/p>\n<ul>\n<li><span>\u8d22\u52a1\u8d26\u76ee\u603b\u6570<\/span><\/li>\n<li><span>\u94f6\u884c\u8d26\u6237\u603b\u6570<\/span><\/li>\n<li><span>\u603b\u6295\u8d44\u8d26\u6237<\/span><\/li>\n<li><span>\u5168\u9762\u4fdd\u5355<\/span><\/li>\n<li><span>\u7ba1\u7406\u8d44\u4ea7<\/span><\/li>\n<li><span>\u94b1\u5305\u5206\u4eab<\/span><\/li>\n<li><span>\u603b\u8d44\u4ea7<\/span><\/li>\n<li><span>\u8d1f\u503a\u603b\u989d<\/span><\/li>\n<\/ul>\n<\/div>\n<p><span>\u65e2\u7136\u60a8\u77e5\u9053\u5982\u4f55\u81ea\u5b9a\u4e49\u9875\u9762\u548c\u8bbe\u7f6e\u6c47\u603b\uff0c\u90a3\u4e48\u60a8\u5c31\u53ef\u4ee5\u7ee7\u7eed\u81ea\u5b9a\u4e49\u7231\u56e0\u65af\u5766\u5206\u6790\u4e86\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 \u81ea\u5b9a\u4e49\u5ba2\u6237\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u3002 \u63cf\u8ff0\u5ba2\u6237\u548c\u5bb6\u5ead\u6c47\u603b\u3002 \u901a\u8fc7\u81ea\u5b9a\u4e49\u9875\u9762\u589e\u5f3a\u7528\u6237 &hellip; <a href=\"http:\/\/www.ponybai.com\/?p=2906\" class=\"more-link\">\u7ee7\u7eed\u9605\u8bfb<span class=\"screen-reader-text\">\u91d1\u878d\u670d\u52a1\u4e91\u5b9a\u5236 &#8211; \u4f18\u5316\u4e3b\u9875\u548c\u5ba2\u6237\u9875\u9762<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":2907,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[142],"tags":[],"class_list":["post-2906","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-142"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ 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\u7ee7\u7eed\u9605\u8bfb\u91d1\u878d\u670d\u52a1\u4e91\u5b9a\u5236 &#8211; \u4f18\u5316\u4e3b\u9875\u548c\u5ba2\u6237\u9875\u9762\" \/>\n<meta property=\"og:url\" content=\"http:\/\/www.ponybai.com\/?p=2906\" \/>\n<meta property=\"og:site_name\" content=\"\u767d\u767d\u968f\u7b14\" \/>\n<meta property=\"article:published_time\" content=\"2021-01-05T15:30:54+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.ponybai.com\/wp-content\/uploads\/2021\/01\/2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2179\" \/>\n\t<meta property=\"og:image:height\" content=\"1281\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"ponybai\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"ponybai\" \/>\n<script type=\"application\/ld+json\" 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