{"id":2910,"date":"2021-01-05T23:33:18","date_gmt":"2021-01-05T15:33:18","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2910"},"modified":"2021-01-05T23:33:18","modified_gmt":"2021-01-05T15:33:18","slug":"%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%ba%91%e5%ae%9a%e5%88%b6-%e4%bd%bf%e7%94%a8%e7%88%b1%e5%9b%a0%e6%96%af%e5%9d%a6%e5%88%86%e6%9e%90%e6%9e%84%e5%bb%ba%e4%bb%aa%e8%a1%a8%e6%9d%bf%e5%92%8c","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2910","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u5b9a\u5236 &#8211; \u4f7f\u7528\u7231\u56e0\u65af\u5766\u5206\u6790\u6784\u5efa\u4eea\u8868\u677f\u548c\u62a5\u544a"},"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>\u63cf\u8ff0\u7231\u56e0\u65af\u5766\u5206\u6790\u5982\u4f55\u5e2e\u52a9\u60a8\u505a\u51fa\u66f4\u660e\u667a\u7684\u51b3\u7b56\u3002<\/span><\/li>\n<li><span>\u5728Advisor Analytics\uff08\u5206\u6790\uff09\u6807\u7b7e\u4e0a\u81ea\u5b9a\u4e49\u5feb\u901f\u64cd\u4f5c\u3002<\/span><\/li>\n<\/ul>\n<div class=\"box message info\">\n<div class=\"inner\">\n<div class=\"bd\">\n<div class=\"media\"><img decoding=\"async\" class=\"img mtm\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-usb473bb5ea1b7e61dfb07e6a7e547de6b.gif\" alt=\"\u6ce8\u610f\" \/><\/p>\n<div class=\"mediaBd\">\n<h4 class=\"mbs\"><span>\u6ce8\u610f<\/span><\/h4>\n<div class=\"message-media-content\">\n<p><span>\u53ef\u4ee5\u4f7f\u7528\u4e2a\u4eba\u5e10\u6237\u6216Financial Services Cloud\u4e2d\u7684\u5355\u4e2a\u5bf9\u8c61\u6a21\u578b\u4e3a\u5ba2\u6237\u5efa\u6a21\uff0c\u4f46\u4e0d\u80fd\u540c\u65f6\u4e3a\u4e24\u8005\u5efa\u6a21\u3002\u5ba1\u5224\u7ec4\u7ec7\u9ed8\u8ba4\u60c5\u51b5\u4e0b\u542f\u7528\u4e86\u4e2a\u4eba\u5e10\u6237\u3002\u6709\u5173\u54ea\u79cd\u6a21\u578b\u6700\u9002\u5408\u60a8\u7684\u4e1a\u52a1\u7684\u66f4\u591a\u4fe1\u606f\uff0c\u8bf7\u53c2\u9605\u00a0<\/span><a href=\"https:\/\/developer.salesforce.com\/docs\/atlas.en-us.212.0.financial_services_cloud_admin_guide.meta\/financial_services_cloud_admin_guide\/fsc_admin_pers_impl_consid.htm\" target=\"_blank\" rel=\"noopener\"><span>\u300a\u4eba\u4e8b\u8d26\u6237\u5b9e\u65bd\u6ce8\u610f\u4e8b\u9879\u300b<\/span><\/a><span>\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"fsc_setup_unit_3_einstein\"><a target=\"_blank\" name=\"fsc_setup_unit_3_einstein\" rel=\"noopener\"><\/a><\/p>\n<h2 id=\"learn-about-your-clients-with-einstein-analytics\"><span>\u901a\u8fc7\u7231\u56e0\u65af\u5766\u5206\u6790\u4e86\u89e3\u60a8\u7684\u5ba2\u6237<\/span><\/h2>\n<div>\n<p><span>\u6b63\u5982\u6211\u4eec\u4e4b\u524d\u6240\u8ba8\u8bba\u7684\uff0c\u7231\u56e0\u65af\u5766\u5206\u6790\u662f\u91d1\u878d\u670d\u52a1\u4e91\u7684\u4eba\u5de5\u667a\u80fd\u5c42\u3002\u5c06\u5176\u89c6\u4e3a\u81ea\u5df1\u7684\u4e2a\u4eba\u5929\u624d\uff0c\u53ef\u5e2e\u52a9\u60a8\u505a\u51fa\u660e\u667a\u7684\u51b3\u5b9a\uff0c\u4ee5\u8fce\u5408\u5ba2\u6237\u5e76\u4f7f\u5176\u6210\u529f\u3002\u538c\u5026\u4e86\u51e0\u5929\u751a\u81f3\u51e0\u5468\u7684\u5916\u90e8\u8d44\u6e90\u6765\u521b\u5efa\u6709\u5173\u60a8\u7684\u5ba2\u6237\u7684\u62a5\u544a\uff1f\u60a8\u53ef\u4ee5\u901a\u8fc7\u7231\u56e0\u65af\u5766\u7684\u529b\u91cf\u7acb\u5373\u770b\u5230\u8be5\u4fe1\u606f\u3002<\/span><\/p>\n<div><span>\u7231\u56e0\u65af\u5766\u76f4\u63a5\u5d4c\u5165\u60a8\u7684\u91d1\u878d\u670d\u52a1\u4e91\u4e2d\u3002\u501f\u52a9\u5e94\u7528\u7a0b\u5e8f\u4e2d\u5d4c\u5165\u7684\u5206\u6790\u4eea\u8868\u677f\uff0c\u60a8\u53ef\u4ee5\u7acb\u5373\u8bbf\u95ee\u5de5\u5177\u4ee5\u5206\u6790\u5ba2\u6237\u6570\u636e\u548c\u54a8\u8be2\u65f6\u95f4\u7684\u6709\u6548\u6027\u3002\u987e\u95ee\u53ef\u4ee5\u5728\u5176\u4e1a\u52a1\u7c3f\u4e2d\u6240\u6709\u5ba2\u6237\u7684\u4e0a\u4e0b\u6587\u4e2d\u91c7\u53d6\u884c\u52a8\uff08\u8bb0\u5f55\u547c\u53eb\uff0c\u4efb\u52a1\u6216\u4e8b\u4ef6\uff09\u3002\u80fd\u591f\u7acb\u5373\u91c7\u53d6\u884c\u52a8\u53ef\u4ee5\u8d4b\u4e88\u987e\u95ee\u6743\u529b\u3002\u8fc7\u53bb\uff0c\u4ed6\u4eec\u5e38\u5e38\u4e0d\u5f97\u4e0d\u7b49\u5f85\u5206\u6790\u5e08\u521b\u5efa\u62a5\u544a\uff0c\u5e76\u82b1\u8d39\u5927\u91cf\u65f6\u95f4\u5728\u591a\u4e2a\u7cfb\u7edf\u4e4b\u95f4\u5bf9\u5ba2\u6237\u6570\u636e\u8fdb\u884c\u5206\u7c7b\u3002\u4f7f\u7528\u6b64\u5de5\u5177\u53ef\u4ee5\u5b8c\u6210\u4ee5\u4e0b\u51e0\u4ef6\u4e8b\u3002<\/span><\/p>\n<ul>\n<li><strong><span>\u5ba2\u6237\u5217\u8868<\/span><\/strong><span>\uff1a\u663e\u793a\u60a8\u7684\u4e1a\u52a1\u6e05\u5355\u4e2d\u7684\u5ba2\u6237\u5217\u8868\u3002\u4f7f\u7528\u5f3a\u5927\u7684\u8fc7\u6ee4\u5668\u6765\u67e5\u627e\u8d22\u52a1\u6570\u636e\u70b9\u548c\u8d8b\u52bf\uff0c\u4f8b\u5982\u663e\u793a\u5177\u6709\u6700\u9ad8\u51c0\u8d44\u4ea7\u6216\u5e74\u85aa\u7684\u5ba2\u6237\u3002<\/span><\/li>\n<li><strong><span>80\/20<\/span><\/strong><span>\uff1a\u81ea\u52a8\u751f\u6210\u4ea7\u751f\u60a8\u6536\u5165\u7684\u524d80\uff05\u7684\u5ba2\u6237\u7684\u5217\u8868\u3002\u786e\u4fdd\u4e3a\u6700\u51fa\u8272\u7684\u5ba2\u6237\u5206\u914d\u6b63\u786e\u7684\u65f6\u95f4\u3002<\/span><\/li>\n<li><strong><span>\u6d3b\u52a8<\/span><\/strong><span>\uff1a\u4e86\u89e3\u60a8\u4e0e\u5ba2\u6237\u7684\u4e92\u52a8\u65b9\u5f0f\u4ee5\u53ca\u54ea\u4e9b\u6d3b\u52a8\u4f1a\u5f71\u54cd\u5ba2\u6237\u5173\u7cfb\uff0c\u4ee5\u4fbf\u60a8\u8bc6\u522b\u673a\u4f1a\u6765\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\u3002<\/span><\/li>\n<li><strong><span>\u8d22\u52a1\u5e10\u6237<\/span><\/strong><span>\uff1a\u5206\u6790\u8425\u4e1a\u7c3f\u4e2d\u7684\u8d22\u52a1\u5e10\u6237\u548c\u8bc1\u5238\u7684\u7c7b\u578b\uff0c\u4ee5\u4fbf\u60a8\u53ef\u4ee5\u5feb\u901f\u54cd\u5e94\u5e02\u573a\u60c5\u51b5\u3002<\/span><\/li>\n<li><strong><span>\u5ba2\u6237\u76ee\u6807<\/span><\/strong><span>\uff1a\u8861\u91cf\u5ba2\u6237\u76ee\u6807\uff0c\u4ee5\u4fbf\u60a8\u53ef\u4ee5\u53d1\u73b0\u8d8b\u52bf\u5e76\u521b\u5efa\u4efb\u52a1\u6216\u673a\u4f1a\uff0c\u4ee5\u5e2e\u52a9\u60a8\u7684\u5ba2\u6237\u6b65\u5165\u6b63\u8f68\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"fsc_setup_unit_3_einstein_custom\"><a target=\"_blank\" name=\"fsc_setup_unit_3_einstein_custom\" rel=\"noopener\"><\/a><\/p>\n<h2 id=\"customize-the-client-list-dashboard\"><span>\u81ea\u5b9a\u4e49\u5ba2\u6237\u7aef\u5217\u8868\u4eea\u8868\u677f<\/span><\/h2>\n<div>\n<p><span>\u9009\u62e9\u5ba2\u6237\u7aef\u540e\uff0c\u53ef\u4ee5\u6253\u5f00\u663e\u793a\u5feb\u901f\u64cd\u4f5c\u7684\u83dc\u5355\u3002\u5feb\u901f\u884c\u52a8\u662f\u987e\u95ee\u53ef\u4ee5\u5206\u914d\u7ed9\u8be5\u5ba2\u6237\u7684\u4efb\u52a1\u3002\u5feb\u901f\u52a8\u4f5c\u5305\u62ec\u8bf8\u5982\u53d1\u9001\u7535\u5b50\u90ae\u4ef6\u6216\u5206\u914d\u4efb\u52a1\u4e4b\u7c7b\u7684\u4e8b\u60c5\u3002\u60a8\u53ef\u4ee5\u81ea\u5b9a\u4e49\u83dc\u5355\u4e2d\u663e\u793a\u7684\u9879\u76ee\u3002<\/span><\/p>\n<p><span>Matt\u7684\u7528\u6237\u7ecf\u5e38\u4e3a\u8be5\u4eea\u8868\u677f\u4e0a\u5217\u51fa\u7684\u5ba2\u6237\u521b\u5efa\u6848\u4f8b\u3002\u4ed6\u4eec\u5e0c\u671b\u4ed6\u5728\u83dc\u5355\u4e0a\u6dfb\u52a0\u4e00\u4e2a\u5feb\u901f\u64cd\u4f5c\uff0c\u4ee5\u4f7f\u4ed6\u4eec\u7684\u751f\u6d3b\u66f4\u8f7b\u677e\u3002\u9a6c\u7279\u559c\u6b22\u8ba9\u751f\u6d3b\u66f4\u8f7b\u677e\uff0c\u56e0\u6b64\u4ed6\u5f00\u59cb\u5de5\u4f5c\u3002<\/span><\/p>\n<div><span>\u8ba9\u6211\u4eec\u6dfb\u52a0\u8be5\u5feb\u901f\u64cd\u4f5c\uff0c\u4ee5\u5141\u8bb8\u5ba2\u6237\u4ece\u4eea\u8868\u677f\u4e3a\u5ba2\u6237\u63d0\u4ea4\u65b0\u6848\u4ef6\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_3\/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>Analytics Studio<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u6d4f\u89c8\u201d\u4e0b\u9009\u62e9\u201c\u6240\u6709\u9879\u76ee\u201d\uff0c\u7136\u540e\u9009\u62e9\u201c\u6570\u636e\u96c6\u201d\u9009\u9879\u5361\u3002<\/span><\/li>\n<li><span>\u4ece\u201c\u5ba2\u6237\u8054\u7cfb\u4eba\u201d\u65c1\u8fb9\u7684\u9009\u62e9\u5217\u8868\u4e2d\uff0c\u9009\u62e9\u201c\u7f16\u8f91\u201d\u3002<\/span><\/li>\n<li><span>\u5728\u6570\u636e\u96c6\u7684\u53f3\u4e0a\u89d2\uff0c\u9009\u62e9\u9f7f\u8f6e\u56fe\u6807\u3002<\/span><img decoding=\"async\" class=\"image image-block\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_setup\/fsc_setup_unit_3\/images\/0f69d2854808d9b512d02c223d1ccaa1_edit-dataset.png\" alt=\"Dattaset\u7684\u9f7f\u8f6e\u56fe\u6807\" \/><\/li>\n<li><span>\u5728\u641c\u7d22\u5b57\u6bb5\u4e2d\uff0c\u627e\u5230\u5e76\u9009\u62e9<\/span><strong><span>\u5ba2\u6237\u7aef\u540d\u79f0<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u9009\u4e2d<\/span><strong><span>\u6267\u884cSalesforce\u64cd\u4f5c<\/span><\/strong><span>\u590d\u9009\u6846\uff0c\u7136\u540e\u9009\u62e9<\/span><strong><span>\u9009\u62e9\u64cd\u4f5c<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c Salesforce\u64cd\u4f5c\u201d\u90e8\u5206\u4e2d\uff0c\u641c\u7d22\u5e76\u9009\u62e9\u201c<\/span><strong><span>\u65b0\u6848\u4f8b\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u4fdd\u5b58\u66f4\u6539<\/span><\/li>\n<\/ol>\n<\/div>\n<div><span>\u8ba9\u6211\u4eec\u53bb\u6b23\u8d4f\u60a8\u7684\u624b\u5de5\u3002<\/span><\/p>\n<ol>\n<li><span>\u5728\u5e94\u7528\u542f\u52a8\u5668\uff08\u00a0<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/trailmaker-assets.s3.amazonaws.com\/images941720bee8effdd8041c8be3b43da4ee.png\" alt=\"\u5e94\u7528\u542f\u52a8\u5668\u56fe\u6807\" \/><span>\uff09\u4e2d\uff0c\u627e\u5230\u5e76\u9009\u62e9<\/span><strong><span>Analytics Studio<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb\u6d4f\u89c8\u4e0b\u7684<\/span><strong><span>\u6240\u6709\u9879\u76ee<\/span><\/strong><span>\uff0c\u9009\u62e9<\/span><strong><span>\u4eea\u8868\u677f<\/span><\/strong><span>\u9009\u9879\u5361\uff0c\u7136\u540e\u9009\u62e9<\/span><strong><span>\u5ba2\u6237\u7aef\u5217\u8868<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u4e0b\u62c9Rachel 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