{"id":2919,"date":"2021-01-05T23:44:54","date_gmt":"2021-01-05T15:44:54","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2919"},"modified":"2021-01-05T23:44:54","modified_gmt":"2021-01-05T15:44:54","slug":"%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%ba%91%e6%95%b0%e6%8d%ae%e5%bb%ba%e6%a8%a1-%e5%88%9b%e5%bb%ba%e5%af%b9%e8%b1%a1%e5%85%b3%e7%b3%bb","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2919","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u6570\u636e\u5efa\u6a21 &#8211; \u521b\u5efa\u5bf9\u8c61\u5173\u7cfb"},"content":{"rendered":"<div class=\"nested0\">\n<h2 id=\"Tdxn4tBK-heading1\" class=\"helpHead2\">\u5b66\u4e60\u76ee\u6807<\/h2>\n<div class=\"body conbody\">\n<p class=\"p\">\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\">\u63cf\u8ff0\u4e00\u4e2a\u7ec4\u3002<\/li>\n<li class=\"li\">\u67e5\u770b\u4e00\u4e2a\u4eba\u53ca\u5176\u7fa4\u7ec4\u3002<\/li>\n<li class=\"li\">\u521b\u5efa\u4e00\u4e2a\u7ec4\u5e76\u6dfb\u52a0\u6210\u5458\u3002<\/li>\n<li class=\"li\">\u81ea\u5b9a\u4e49\u7ec4\u3002<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div id=\"fsc_data_model_unit_3_groups\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<p><a name=\"fsc_data_model_unit_3_groups\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading2\" class=\"helpHead2\">\u4ec0\u4e48\u662f\u56e2\u4f53\uff1f<\/h2>\n<div class=\"body conbody\">\n<p class=\"p\">\u4e00\u7ec4\u662f\u5177\u6709\u5171\u540c\u8d22\u52a1\u5229\u76ca\u7684\u4e00\u7ec4\u4eba\u3002\u7ec4\u4e2d\u6bcf\u4e2a\u6210\u5458\u7684\u8d22\u52a1\u5e10\u6237\u6c47\u603b\u5728\u4e00\u8d77\u3002\u7136\u540e\u53ef\u4ee5\u5c06\u8fd9\u4e9b\u8d22\u52a1\u4f5c\u4e3a\u4e00\u4e2a\u5355\u5143\u8fdb\u884c\u67e5\u770b\u548c\u7ba1\u7406\u3002<\/p>\n<p class=\"p\">\u5bb6\u5ead\u662fFinancial Services Cloud\u9644\u5e26\u7684\u81ea\u5b9a\u4e49\u7ec4\u8bb0\u5f55\u7c7b\u578b\uff0c\u7528\u4e8e\u7ba1\u7406\u5bb6\u5ead\u6210\u5458\uff0c\u4f8b\u5982\u914d\u5076\u53ca\u5176\u53d7\u629a\u517b\u5b50\u5973\u3002\u9664\u4e86\u7fa4\u7ec4\u4e2d\u7684\u4eba\u5458\u5916\uff0c\u60a8\u8fd8\u53ef\u4ee5\u5c06\u7fa4\u7ec4\u6210\u5458\u8fde\u63a5\u5230\u5916\u90e8\u8054\u7cfb\u4eba\u3002\u4f8b\u5982\uff0c\u60a8\u53ef\u4ee5\u5c06Rachel Adams\u4e0e\u5979\u7684\u5f8b\u5e08\u8054\u7cfb\u8d77\u6765\u3002<\/p>\n<p class=\"p\">\u5c31\u50cf\u73b0\u5b9e\u751f\u6d3b\u4e2d\u7684\u5bb6\u5ead\u4e00\u6837\uff0c\u7fa4\u4f53\u4e5f\u5f88\u7075\u6d3b\u3002\u60a8\u53ef\u4ee5\u6839\u636e\u9700\u8981\u81ea\u5b9a\u4e49\u5b83\u4eec\u3002\u60a8\u53ef\u4ee5\u521b\u5efa\u7ec4\uff0c\u4f8b\u5982\u6309\u5b63\u5ea6\u8ba1\u8d39\u7684\u5ba2\u6237\u7ec4\u548c\u6309\u6708\u8ba1\u8d39\u7684\u7ec4\u3002<\/p>\n<p class=\"p\">\u8fd9\u662f\u4e00\u4e2a\u89c6\u9891\uff0c\u53ef\u4ee5\u5e2e\u52a9\u53ef\u89c6\u5316\u7fa4\u7ec4\u3002<\/p>\n<p><iframe class=\"doc_embedded_video\" src=\"https:\/\/play.vidyard.com\/eSgtxvydCHAwqPkM4jWSmX\" width=\"912\" height=\"513\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_data_model_unit_3_group_examples\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<p><a name=\"fsc_data_model_unit_3_group_examples\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading3\" class=\"helpHead2\">\u5bb6\u5ead\u7ec4\u7684\u4f8b\u5b50<\/h2>\n<div class=\"body conbody\">\n<div class=\"p\">\n<p>\u8ba9\u6211\u4eec\u770b\u770b\u6211\u4eec\u6700\u559c\u6b22\u7684\u5ba2\u6237Rachel Adams\u7684\u5bb6\u5ead\u3002\u50cf\u6211\u4eec\u8bb8\u591a\u4eba\u4e00\u6837\uff0c\u96f7\u5207\u5c14\u00b7\u4e9a\u5f53\u65af\uff08Rachel Adams\uff09\u5c5e\u4e8e\u4e24\u4e2a\u5bb6\u5ead\u3002<\/p>\n<ul class=\"ul 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class=\"li\">\u6b64\u5916\uff0c\u5979\u7684\u5bb6\u5ead\u6709\u4e00\u4e2a\u76f8\u5173\u5e10\u6237\uff0c\u5979\u7684\u4fe1\u6258\u57fa\u91d1\uff0c\u4e9a\u5f53\u65af\u6148\u5584\u4fe1\u6258\u57fa\u91d1\u4ee5\u53ca\u4e00\u4e2a\u76f8\u5173\u8054\u7cfb\u4eba\uff0c\u5979\u7684\u5f8b\u5e08\u4f0a\u4e07\u00b7M\u00b7\u79d1\u5c14\u3002<\/li>\n<\/ul>\n<\/div>\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_data_model\/fsc_data_model_unit_3\/images\/f014f4820ce63fa2b2dd567c64c86b97_data_model_6.png\" alt=\"\u5ba2\u6237\u5173\u7cfb\u56fe\u663e\u793a\u4e86Rachel Adams\u7684\u5173\u7cfb\u3002 \u7ebf\u8def\u5c06Rachel Adams\u8fde\u63a5\u5230Adams\u6237\u53e3\uff0cSymonds\u6237\u53e3\uff0c\u76f8\u5173\u5ba2\u6237\u548c\u76f8\u5173\u8054\u7cfb\u4eba\u3002\" \/><\/p>\n<div class=\"p\">\n<p>\u60a8\u5df2\u7ecf\u770b\u5230Rachel\u7684\u5173\u7cfb\u3002\u73b0\u5728\uff0c\u8ba9\u6211\u4eec\u9010\u6b65\u4e86\u89e3\u5979\u7684\u4e3b\u8981\u5bb6\u5ead\u4e9a\u5f53\u65af\u4e00\u5bb6\u3002<\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\">\u5982\u679c\u60a8\u4e0d\u5728Financial Service Cloud\u4e2d\uff0c\u8bf7\u6253\u5f00App Launcher\uff08<img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_data_model\/fsc_data_model_unit_3\/images\/fafce66bd90f5afcc38b93b18305729e_app_launcher_icon.png\" alt=\"\u5e94\u7528\u542f\u52a8\u5668\u56fe\u6807\" width=\"20\" height=\"20\" \/>\uff09\uff0c\u7136\u540e\u627e\u5230\u5e76\u9009\u62e9<strong class=\"ph uicontrol\">Wealth Management<\/strong>\u3002<\/li>\n<li class=\"li\">\u5355\u51fb<strong class=\"ph uicontrol\">\u5e10\u6237<\/strong>\u9009\u9879\u5361\u3002<\/li>\n<li class=\"li\">\u5207\u6362\u5230\u201c\u6240\u6709\u5e10\u6237\u201d\u89c6\u56fe\u3002<\/li>\n<li class=\"li\">\u70b9\u51fb<kbd class=\"ph userinput\">Adams Household<\/kbd>\u3002<\/li>\n<\/ol>\n<\/div>\n<div class=\"p\">\n<p>\u5c31\u50cf\u96f7\u5207\u5c14\u00b7\u4e9a\u5f53\u65af\uff08Rachel Adams\uff09\u7684\u8d26\u6237\u4e00\u6837\uff0c\u4e9a\u5f53\u65af\u7684\u5bb6\u5ead\u62e5\u6709\u8be6\u7ec6\u7684\u4fe1\u606f\uff0c\u8d22\u52a1\u8d26\u6237\uff0c\u5173\u7cfb\u548c\u76ee\u6807\u3002\u8fd9\u4e9b\u4ef7\u503c\u6765\u81ea\u5bb6\u5ead\u7684\u6bcf\u4e2a\u6210\u5458\u3002\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u5b83\u5305\u542bRachel Adams\u53ca\u5176\u914d\u5076Nigel Adams\u7684\u6570\u636e\u3002\u201c\u8d22\u52a1\u5e10\u6237\u201d\u89c6\u56fe\u5217\u51fa\u4e86\u6240\u6709Rachel\u548cNigel\u7684\u5e10\u6237\uff0c\u5305\u62ec\uff1a<\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\">\u6295\u8d44\u8d26\u6237<\/li>\n<li class=\"li\">\u7ecf\u7eaa\u8d26\u6237<\/li>\n<li class=\"li\">\u94f6\u884c\u8d26\u6237<\/li>\n<li class=\"li\">\u4fdd\u9669\u6761\u4f8b<\/li>\n<li class=\"li\">\u8d44\u4ea7\u548c\u8d1f\u503a<\/li>\n<\/ul>\n<\/div>\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_data_model\/fsc_data_model_unit_3\/images\/b5f1016bba88b99ecf87741ee1d9f70e_data_model_7.png\" alt=\"Adams Household\u663e\u793a\u5728\u201c\u8d22\u52a1\u5e10\u6237\u201d\u9009\u9879\u5361\u4e2d\u3002 \u6b64\u9009\u9879\u5361\u5217\u51fa\u4e86\u8d22\u52a1\u6458\u8981\uff0c\u6295\u8d44\u5e10\u6237\u548c\u94f6\u884c\u5e10\u6237\" \/><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_data_model_unit_3_group_create\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<p><a name=\"fsc_data_model_unit_3_group_create\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading4\" class=\"helpHead2\">\u5efa\u7acb\u4e00\u4e2a\u5c0f\u7ec4<\/h2>\n<div class=\"body conbody\">\n<div class=\"p\">\n<p>\u5bf9\u4e8eRachel Adams\u7684\u5bb6\u5ead\uff0c\u4e00\u5207\u5df2\u7ecf\u51c6\u5907\u5c31\u7eea\u3002\u8ba9\u6211\u4eec\u4e3a\u4e4b\u524d\u521b\u5efa\u7684\u5ba2\u6237Vivian Torres\u521b\u5efa\u4e00\u4e2a\u5168\u65b0\u7684\u5bb6\u5ead\u3002<\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\">\u5982\u679c\u60a8\u8fd8\u4e0d\u5728\u8fd9\u91cc\uff0c\u8bf7\u6253\u5f00App Launcher\uff08<img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_data_model\/fsc_data_model_unit_3\/images\/fafce66bd90f5afcc38b93b18305729e_app_launcher_icon.png\" alt=\"\u5e94\u7528\u542f\u52a8\u5668\u56fe\u6807\" width=\"20\" height=\"20\" \/>\uff09\u5e76\u627e\u5230\u5e76\u9009\u62e9<strong class=\"ph uicontrol\">Wealth Management<\/strong>\u3002<\/li>\n<li class=\"li\">\u5728\u5e10\u6237\u6807\u7b7e\u4e2d\uff0c\u70b9\u51fb<strong class=\"ph uicontrol\">\u65b0\u5efa<\/strong>\u3002<\/li>\n<li class=\"li\">\u9009\u62e9<strong class=\"ph uicontrol\">Household<\/strong>\u4f5c\u4e3a\u8bb0\u5f55\u7c7b\u578b\uff0c\u7136\u540e\u5355\u51fb\u00a0<strong class=\"ph uicontrol\">Next<\/strong>\u3002<\/li>\n<li class=\"li\">\u8f93\u5165<kbd class=\"ph userinput\">Vivian Torres Household<\/kbd>\u4f5c\u4e3a\u5e10\u6237\u540d\uff0c\u7136\u540e\u5355\u51fb<strong class=\"ph uicontrol\">\u4fdd\u5b58<\/strong>\u3002<\/li>\n<\/ol>\n<\/div>\n<div class=\"p\">\n<p>\u73b0\u5728\u5df2\u521b\u5efaVivian Torres Household\u3002\u8ba9\u6211\u4eec\u6dfb\u52a0\u6210\u5458\u548c\u5173\u7cfb\u6765\u586b\u5145\u5b83\u3002<\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\">\u5355\u51fb<strong class=\"ph uicontrol\">\u5e10\u6237<\/strong>\u9009\u9879\u5361\u3002<\/li>\n<li class=\"li\">\u9009\u62e9<strong class=\"ph uicontrol\">Vivian Torres Household<\/strong>\u3002<\/li>\n<li class=\"li\">\u5355\u51fb<strong class=\"ph uicontrol\">\u5173\u7cfb<\/strong>\u9009\u9879\u5361\u3002<\/li>\n<li class=\"li\">\u5728Vivian Torres Household\u4e0b\uff0c\u70b9\u51fb<strong class=\"ph uicontrol\">\u6dfb\u52a0\u5173\u7cfb<\/strong>\u3002<\/li>\n<li class=\"li\">\u5c06Vivian Torres\u8bbe\u7f6e\u4e3a\u5ba2\u6237\u548c\u8be5\u7ec4\u7684\u4e3b\u8981\u6210\u5458\u3002<\/li>\n<li class=\"li\">\u5c06\u6b64\u5bb6\u5ead\u8bbe\u7f6e\u4e3aVivian\u7684\u4e3b\u8981\u7ec4\uff0c\u7136\u540e\u9009\u62e9\u201c<strong class=\"ph uicontrol\">\u5168\u90e8\u201d<\/strong>\u4ee5\u6c47\u603b\u5176\u6240\u6709\u5e10\u6237\u548c\u6d3b\u52a8\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_data_model\/fsc_data_model_unit_3\/images\/4c33086fcf95421b9986f743a440dd51_data_model_8.png\" alt=\"\u7f16\u8f91\u201c Vivian Torres\u5bb6\u5ead\u201d\u5bf9\u8bdd\u6846\u3002 \u4f1a\u5458\u540d\u79f0\uff1aVivian Torres\uff1b \u5728\u5c0f\u7ec4\u4e2d\u7684\u89d2\u8272\uff1a\u5ba2\u6237\uff1b \u6d3b\u52a8\u548c\u6c47\u603b\u5bf9\u8c61\uff1a\u5168\u90e8\uff1b \u4e3b\u8981\u6210\u5458\uff1a\u5df2\u542f\u7528\uff1b \u4e3b\u7ec4\uff1a\u5df2\u542f\u7528\u3002\" \/><\/p>\n<\/li>\n<li class=\"li\">\u70b9\u51fb<strong class=\"ph uicontrol\">\u4fdd\u5b58<\/strong>\u3002<\/li>\n<\/ol>\n<\/div>\n<p class=\"p\">\u73b0\u5728\u6211\u4eec\u6709\u4e00\u4e2a\u57fa\u672c\u5bb6\u5ead\uff0c\u4f46\u53ea\u6709\u4e00\u4e2a\u6210\u5458\u3002\u5982\u679c\u8587\u8587\u5b89\uff08Vivian\uff09\u662f\u5355\u8eab\u5e76\u4e14\u72ec\u81ea\u4e00\u4eba\u5c45\u4f4f\uff0c\u90a3\u60a8\u5c31\u5b8c\u86cb\u4e86\uff0c\u4f46\u5979\u5e76\u4e0d\u5b64\u5355\u3002<\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_data_model_unit_3_add_member\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<p><a name=\"fsc_data_model_unit_3_add_member\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading5\" class=\"helpHead2\">\u5c06\u65b0\u6210\u5458\u6dfb\u52a0\u5230\u7ec4<\/h2>\n<div class=\"body conbody\">\n<div class=\"p\">\n<p>Vivian\u7684\u5341\u51e0\u5c81\u7684\u59b9\u59b9Lucy Torres\u81ea\u7236\u6bcd\u53bb\u4e16\u4ee5\u6765\u4e00\u76f4\u4e0eVivian\u4f4f\u5728\u4e00\u8d77\u3002\u8ba9\u6211\u4eec\u5c06\u9732\u897f\u6dfb\u52a0\u5230Vivian Torres\u5bb6\u5ead\u4e2d\u3002<\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\">\u5728\u201c Vivian Torres\u5bb6\u5ead\u201d\u7684\u201c\u5e10\u6237\u201d\u89c6\u56fe\u4e2d\uff0c\u5355\u51fb\u201c\u00a0<strong class=\"ph uicontrol\">\u5173\u7cfb\u201d<\/strong>\u3002<\/li>\n<li class=\"li\">\u5728Vivian Torres Household\u4e0b\uff0c\u70b9\u51fb<strong class=\"ph uicontrol\">+\u6dfb\u52a0\u5173\u7cfb<\/strong>\u3002<\/li>\n<li class=\"li\">\u5728\u8c01\u662f\u8be5\u7ec4\u7684\u6210\u5458\u4e0b\uff0c\u70b9\u51fb<strong class=\"ph uicontrol\">\u6dfb\u52a0\u884c<\/strong>\u3002<\/li>\n<li class=\"li\">\u5355\u51fb<strong class=\"ph uicontrol\">\u641c\u7d22\u5e10\u6237<\/strong>\u5b57\u6bb5\u3002<\/li>\n<li class=\"li\">\u7531\u4e8e\u9732\u897f\u00b7\u6258\u96f7\u65af\uff08Lucy Torres\uff09\u662f\u65b0\u5ba2\u6237\uff0c\u56e0\u6b64\u5728\u641c\u7d22\u5e10\u6237\u4e2d\uff0c\u70b9\u51fb<strong class=\"ph uicontrol\">+\u65b0\u5e10\u6237<\/strong>\u3002<\/li>\n<li class=\"li\">\u5728\u201c\u65b0\u5e10\u6237\u201d\u5bf9\u8bdd\u6846\u4e2d\uff0c\u9009\u62e9\u201c<strong class=\"ph uicontrol\">\u4e2a\u4eba\u5e10\u6237\u201d<\/strong>\uff0c\u7136\u540e\u5355\u51fb\u201c\u00a0<strong class=\"ph uicontrol\">\u4e0b\u4e00\u6b65\u201d<\/strong>\u3002<\/li>\n<li class=\"li\">\u5411\u4e0b\u6eda\u52a8\u4ee5\u8f93\u5165\u9732\u897f\u7684\u540d\u5b57\u548c\u59d3\u6c0f\uff0c\u7136\u540e\u5355\u51fb<strong class=\"ph uicontrol\">\u4fdd\u5b58<\/strong>\u3002<\/li>\n<li class=\"li\">\u8fd4\u56de\u201c\u5bb6\u5ead\u201d\u9875\u9762\uff0c\u5c06Lucy\u5728\u7ec4\u4e2d\u7684\u89d2\u8272\u00a0\u8bbe\u7f6e\u4e3a<strong class=\"ph uicontrol\">\u4ece\u5c5e<\/strong>\uff0c\u5e76\u5c06\u8be5\u7ec4\u8bbe\u7f6e\u4e3a\u5979\u7684<strong class=\"ph uicontrol\">\u4e3b\u8981\u7ec4\u3002<\/strong><\/li>\n<li class=\"li\">\u70b9\u51fb<strong class=\"ph uicontrol\">\u4fdd\u5b58<\/strong>\u3002<\/li>\n<\/ol>\n<\/div>\n<p class=\"p\">\u73b0\u5728\u6211\u4eec\u6709\u4e86\u4e00\u4e2a\u7531\u4e24\u4e2a\u6210\u5458\u7ec4\u6210\u7684\u57fa\u672c\u5bb6\u5ead\u5c0f\u7ec4\u3002\u4e00\u4e2a\u7ec4\u53ef\u4ee5\u5177\u6709\u6240\u9700\u7684\u4efb\u610f\u6570\u91cf\u7684\u6210\u5458\uff0c\u5e76\u4e14\u60a8\u59cb\u7ec8\u53ef\u4ee5\u6dfb\u52a0\u65b0\u6210\u5458\u3002<\/p>\n<p class=\"p\">\u4f46\u662f\uff0c\u56e2\u4f53\u6709\u65f6\u4e0e\u4e0d\u4f4f\u5728\u540c\u4e00\u5bb6\u5ead\u7684\u4eba\u6709\u5173\u7cfb\u3002\u4f8b\u5982\uff0c\u8587\u8587\u5b89\u00b7\u6258\u96f7\u65af\uff08Vivian Torres\uff09\u7684\u5bb6\u4e2d\u6709\u540d\u53eb\u4f0a\u4e07\u00b7\u79d1\u5c14\uff08Ivan M. Kohl\uff09\u7684\u5f8b\u5e08\u3002\u5979\u62c5\u4efb\u4ed6\u7684\u4fdd\u9556\u3002Ivan\u901a\u8fc7\u201c\u63a5\u89e6-\u8054\u7cfb\u201d\u5173\u7cfb\u4e0eVivian Torres\u5bb6\u5ead\u76f8\u5173\uff0c\u800c\u4e92\u60e0\u89d2\u8272\u63cf\u8ff0\u4e86\u4ed6\u4e0eVivian Torres\u7684\u5173\u7cfb\u3002\u4ed6\u662f\u5ba2\u6237\uff0cVivian\u662f\u4fdd\u9556\u3002<\/p>\n<p class=\"p\">Financial Services Cloud\u63d0\u4f9b\u4e86\u591a\u79cd\u4e92\u60e0\u89d2\u8272\uff0c\u5305\u62ec\u5f8b\u5e08\/\u5ba2\u6237\uff0c\u4f1a\u8ba1\u5e08\/\u5ba2\u6237\uff0c\u7236\u6bcd\/\u53d7\u629a\u517b\u4eba\uff0c\u4e1a\u52a1\/\u6240\u6709\u4eba\u7b49\u3002\u5982\u679c\u8fd9\u4e9b\u89d2\u8272\u4e0d\u80fd\u6ee1\u8db3\u60a8\u7684\u4e1a\u52a1\u9700\u6c42\uff0c\u5219\u53ef\u4ee5\u8f7b\u677e\u6dfb\u52a0\u65b0\u89d2\u8272\u3002<\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_data_model_unit_3_role\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<p><a name=\"fsc_data_model_unit_3_role\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading6\" class=\"helpHead2\">\u521b\u5efa\u5177\u6709\u4e92\u60e0\u89d2\u8272\u7684\u8054\u7cfb\u4eba\u4e0e\u8054\u7cfb\u4eba\u7684\u5173\u7cfb<\/h2>\n<div class=\"body conbody\">\n<div class=\"p\">\n<p>Vivian Torres\u4e3aIvan M. Kohl\u62c5\u4efb\u4fdd\u9556\u3002\u4ed6\u4eec\u7684\u5173\u7cfb\u662f\u4fdd\u9556\/\u5ba2\u6237\uff0c\u6211\u4eec\u662f\u4eceVivian\u7684\u89d2\u5ea6\u521b\u5efa\u7684\u3002<\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\">\u5728\u201c Vivian Torres\u5bb6\u5ead\u201d\u7684\u201c\u5e10\u6237\u201d\u89c6\u56fe\u4e2d\uff0c\u5355\u51fb\u201c\u00a0<strong class=\"ph uicontrol\">\u5173\u7cfb\u201d<\/strong>\u3002<\/li>\n<li class=\"li\">\u5728\u201c\u76f8\u5173\u8054\u7cfb\u4eba\u201d\u4e0b\uff0c\u70b9\u51fb<strong class=\"ph uicontrol\">+\u6dfb\u52a0\u8054\u7cfb\u4eba<\/strong>\u3002\n<p class=\"p\">\u8054\u7cfb\u4eba\u5df2\u586b\u5199\uff08Vivian Torres\uff09\u3002<\/p>\n<\/li>\n<li class=\"li\">\u5355\u51fb<strong class=\"ph uicontrol\">\u76f8\u5173\u8054\u7cfb\u4eba\uff0c<\/strong>\u7136\u540e\u9009\u62e9<strong class=\"ph uicontrol\">Ivan M Kohl<\/strong>\u3002<\/li>\n<li class=\"li\">\u5355\u51fb\u201c<strong class=\"ph uicontrol\">\u76f8\u5173\u89d2\u8272\u201d<\/strong>\u3002\n<p class=\"p\">\u5982\u679c\u60a8\u9009\u62e9\u4e86\u6253\u5305\u89d2\u8272\uff0c\u4f8b\u5982\u5f8b\u5e08\uff0c\u5219\u53ef\u4ee5\u9009\u62e9\u5b83\uff0c\u7136\u540e\u5355\u51fb\u201c<strong class=\"ph uicontrol\">\u4fdd\u5b58<\/strong>\u5e76\u5b8c\u6210\u201d\u3002\u56e0\u4e3a\u6211\u4eec\u6b63\u5728\u521b\u5efa\u89d2\u8272\uff0c\u6240\u4ee5\u8fd8\u6709\u5f88\u591a\u4e8b\u60c5\u8981\u505a\u3002<\/p>\n<\/li>\n<li class=\"li\">\u5728\u201c\u76f8\u5173\u89d2\u8272\u201d\u4e2d\uff0c\u70b9\u51fb<strong class=\"ph uicontrol\">+\u65b0\u4e92\u60e0\u89d2\u8272<\/strong>\u3002<\/li>\n<li class=\"li\">\u9009\u62e9<strong class=\"ph uicontrol\">\u8054\u7cfb\u4eba\u89d2\u8272<\/strong>\uff0c\u7136\u540e\u5355\u51fb<strong class=\"ph uicontrol\">\u4e0b\u4e00\u6b65<\/strong>\u3002<\/li>\n<li class=\"li\">\u8f93\u5165\u9002\u5f53\u7684\u503c\u3002\u8be5<strong class=\"ph uicontrol\">\u89d2\u8272<\/strong>\u662f\u00a0<kbd class=\"ph userinput\">Client<\/kbd>\u548c<strong class=\"ph uicontrol\">\u53cd\u5411\u4f5c\u7528<\/strong>\u7684\u00a0<kbd class=\"ph userinput\">Bodyguard<\/kbd>\u3002\u70b9\u51fb<strong class=\"ph uicontrol\">\u4fdd\u5b58<\/strong>\u3002<\/li>\n<li class=\"li\">\u4fdd\u5b58\u65b0\u7684Contact-Contact\u5173\u7cfb\u3002<\/li>\n<\/ol>\n<\/div>\n<p class=\"p\">\u4f0a\u4e07\u00b7\u79d1\u5c14\uff08Ivan M. Kohl\uff09\u73b0\u5728\u88ab\u5217\u4e3a\u8587\u8587\u5b89\u00b7\u6258\u96f7\u65af\uff08Vivian Torres\uff09\u7684\u201c\u5173\u7cfb\u201d\u9009\u9879\u5361\u4e0a\u7684\u5ba2\u6237\u3002\u5982\u679c\u5411\u4e0b\u6eda\u52a8\u5230Vivian Torres\u5bb6\u7528\uff0cIvan M. Kohl\u5c06\u5217\u5728\u201c\u76f8\u5173\u8054\u7cfb\u4eba\u201d\u4e0b\u3002\u540c\u6837\uff0c\u5982\u679c\u5355\u51fbIvan M. Kohl\u5e76\u5411\u4e0b\u6eda\u52a8\uff0cVivian Torres\u5c06\u88ab\u5217\u4e3a\u4ed6\u7684\u4fdd\u9556\u3002<\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_data_model_unit_3_customize_group\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<p><a name=\"fsc_data_model_unit_3_customize_group\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading7\" class=\"helpHead2\">\u81ea\u5b9a\u4e49\u7ec4<\/h2>\n<div class=\"body conbody\">\n<p class=\"p\">\u6b63\u5982\u60a8\u81ea\u5b9a\u4e49\u4e2a\u4eba\u5e10\u6237\u4e00\u6837\uff0c\u60a8\u4e5f\u53ef\u4ee5\u901a\u8fc7\u8bbe\u7f6e\u81ea\u5b9a\u4e49\u8bb0\u5f55\u7c7b\u578b\u6765\u81ea\u5b9a\u4e49\u7ec4\u3002\u81ea\u5b9a\u4e49\u8bb0\u5f55\u7c7b\u578b\u53ef\u4ee5\u5e2e\u52a9\u60a8\u63a7\u5236\u663e\u793a\u4ec0\u4e48\u6570\u636e\u6216\u5982\u4f55\u663e\u793a\u6570\u636e\uff0c\u540c\u65f6\u4fdd\u7559\u7ec4\u7684\u6210\u5458\u8d44\u683c\u548c\u6c47\u603b\u529f\u80fd\u3002<\/p>\n<p class=\"p\">\u9a6c\u7279\u662f\u4e2a\u5fd9\u4eba\u3002\u4eca\u5929\uff0c\u4ed6\u6536\u5230\u4e86\u521b\u5efa\u5e10\u5355\u7ec4\u7684\u8bf7\u6c42\u3002\u8ba1\u8d39\u7ec4\u4e2d\u7684\u6210\u5458\u5c5e\u4e8e\u4ed6\u4eec\u7684\u5bb6\u5ead\u7ec4\uff0c\u4f46\u73b0\u5728\u4ed6\u4eec\u4e5f\u5c5e\u4e8e\u8ba1\u8d39\u7ec4\u3002\u8ba1\u8d39\u7ec4\u663e\u793a\u7684\u4e0a\u4e0b\u6587\uff0c\u5b57\u6bb5\u548c\u683c\u5f0f\u4e0d\u540c\u3002<\/p>\n<p class=\"p\">\u60a8\u5982\u4f55\u8bbe\u7f6e\uff1f<\/p>\n<div class=\"p\">\n<p>\u9996\u5148\uff0c\u4e3a\u7ec4\u521b\u5efa\u4e00\u4e2a\u8bb0\u5f55\u7c7b\u578b\u4ee5\u4ee3\u8868\u8ba1\u8d39\u7ec4\u3002\u4f7f\u7528\u4e0e\u521b\u5efa\u4e2a\u4eba\u5e10\u6237\u7684\u81ea\u5b9a\u4e49\u8bb0\u5f55\u7c7b\u578b\u76f8\u540c\u7684\u8fc7\u7a0b\u3002<\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\">\u5355\u51fb\u5c4f\u5e55\u53f3\u4e0a\u89d2\u7684\u4e2a\u4eba\u8d44\u6599\u56fe\u7247\u3002<\/li>\n<li class=\"li\">\u9009\u62e9\u201c<strong class=\"ph uicontrol\">\u5207\u6362\u5230Salesforce Classic\u201d<\/strong>\uff0c\u7136\u540e\u5355\u51fb\u201c\u00a0<strong class=\"ph uicontrol\">\u8bbe\u7f6e\u201d<\/strong>\u3002<\/li>\n<li class=\"li\">\u5728\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<kbd class=\"ph userinput\">Accounts<\/kbd>\u3002<\/li>\n<li class=\"li\">\u9009\u62e9<strong class=\"ph uicontrol\">\u8bb0\u5f55\u7c7b\u578b<\/strong>\u3002<\/li>\n<li class=\"li\">\u70b9\u51fb<strong class=\"ph uicontrol\">\u65b0\u5efa<\/strong>\u3002<\/li>\n<li class=\"li\">\u4ece\u201c\u73b0\u6709\u8bb0\u5f55\u7c7b\u578b\u201d\u4e0b\u62c9\u5217\u8868\u4e2d\u9009\u62e9\u201c<strong class=\"ph uicontrol\">\u4e3b\u6587\u4ef6<\/strong>\u201d\u3002<\/li>\n<li class=\"li\">\u5728\u8bb0\u5f55\u7c7b\u578b\u6807\u7b7e\u4e2d\uff0c\u8f93\u5165<kbd class=\"ph userinput\">Billing Group<\/kbd>\u3002<\/li>\n<li class=\"li\">\u8bb0\u5f55\u7c7b\u578b\u540d\u79f0\u4e3a<kbd class=\"ph userinput\">Billing_Group<\/kbd>\u3002\n<p 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