{"id":2926,"date":"2021-01-05T23:54:18","date_gmt":"2021-01-05T15:54:18","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2926"},"modified":"2021-01-05T23:54:18","modified_gmt":"2021-01-05T15:54:18","slug":"%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%ba%91%e4%b8%ad%e7%9a%84%e8%a1%8c%e5%8a%a8%e8%ae%a1%e5%88%92-%e4%ba%86%e8%a7%a3%e8%a1%8c%e5%8a%a8%e8%ae%a1%e5%88%92","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2926","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u4e2d\u7684\u884c\u52a8\u8ba1\u5212 &#8211; \u4e86\u89e3\u884c\u52a8\u8ba1\u5212"},"content":{"rendered":"<h2 id=\"learning-objectives\"><span>\u5b66\u4e60\u76ee\u6807<\/span><\/h2>\n<p><span>\u5b8c\u6210\u672c\u6a21\u5757\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/span><\/p>\n<ul>\n<li><span>\u8bf4\u660e\u4ec0\u4e48\u662fFinancial Services 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id=\"meet-action-plans\"><span>\u7b26\u5408\u884c\u52a8\u8ba1\u5212<\/span><\/h2>\n<p><span>\u745e\u5b89\uff08Ryan\uff09\u6700\u8fd1\u542c\u5230\u9a6c\u7279\uff08Matt\uff09\u8c08\u8bba\u4e86\u91d1\u878d\u670d\u52a1\u4e91\uff08Financial Services Cloud\uff09\u4e2d\u7684\u4e00\u9879\u540d\u4e3a\u201c\u884c\u52a8\u8ba1\u5212\u201d\u7684\u529f\u80fd\uff0c\u4ed6\u5f88\u60f3\u77e5\u9053\u8be5\u529f\u80fd\u662f\u5426\u53ef\u4ee5\u5e2e\u52a9\u89e3\u51b3\u56e2\u961f\u7684\u4efb\u52a1\u7ba1\u7406\u96be\u9898\u3002\u4ed6\u8981\u6c42\u9a6c\u7279\u63d0\u4f9b\u66f4\u591a\u7ec6\u8282\u3002 \u00a0<\/span><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"image image-block\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/action-plans-in-financial-services-cloud\/learn-about-action-plans\/images\/c7e9d59f1a5f9a2026ac056887f26158_cjp-6-hnfxj-00010-y-9-l-7-d-3-qj-61-p.png\" alt=\"\u884c\u52a8\u8ba1\u5212\u5c31\u50cfSalesforce\u54c1\u724c\u7684\u5f85\u529e\u4e8b\u9879\u6e05\u5355\u4e00\u6837\uff0c\u53ef\u4ee5\u5728\u60a8\u7684\u65e5\u5e38\u65e5\u5e38\u5de5\u4f5c\u4e2d\u5728\u60a8\u7684\u7ec4\u7ec7\u5185\u4f7f\u7528\u3002\" width=\"624\" height=\"323\" 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height=\"513\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<h2 id=\"action-plan-templates-vs-action-plans\"><span>\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u4e0e\u00a0\u884c\u52a8\u8ba1\u5212<\/span><\/h2>\n<p><span>\u4f7f\u7528\u884c\u52a8\u8ba1\u5212\u65f6\uff0c\u9996\u5148\u8981\u521b\u5efa\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u3002\u90a3\u4e48\uff0c\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u548c\u884c\u52a8\u8ba1\u5212\u4e4b\u95f4\u6709\u4ec0\u4e48\u533a\u522b\uff1f<\/span><\/p>\n<p><span>\u5728\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u4e2d\uff0c\u60a8\u6355\u83b7\u7279\u5b9a\u7c7b\u578b\u7684\u53c2\u4e0e\u4e2d\u6d89\u53ca\u7684\u53ef\u91cd\u590d\u4efb\u52a1\uff0c\u4f8b\u5982\uff0c\u4e0e\u5ba2\u6237\u8fdb\u884c\u7684\u8d22\u52a1\u8ba1\u5212\u5ba1\u67e5\u4f1a\u8bae\u3002\u5bf9\u4e8e\u6b64\u7c7b\u4e1a\u52a1\uff0c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u9700\u8981\u63d0\u524d\u53ec\u5f00\u4f1a\u8bae\uff0c\u6536\u96c6\u8d22\u52a1\u6587\u4ef6\u5e76\u5ba1\u67e5\u6587\u4ef6\u3002\u60a8\u53ea\u9700\u8bbe\u7f6e\u4e00\u6b21\u884c\u52a8\u8ba1\u5212\u6a21\u677f\uff0c\u7136\u540e\u968f\u7740\u5bf9\u53ef\u91cd\u590d\u4efb\u52a1\u7684\u4e86\u89e3\u4e0d\u65ad\u5b8c\u5584\uff0c\u5c31\u5bf9\u5176\u8fdb\u884c\u66f4\u65b0\u3002\u00a0<\/span><\/p>\n<p><span>\u53e6\u4e00\u65b9\u9762\uff0c\u884c\u52a8\u8ba1\u5212\u662f\u6a21\u677f\u7684\u8fd0\u884c\u65f6\u5b9e\u4f8b\uff0c\u5b83\u4f7f\u60a8\u53ef\u4ee5\u81ea\u52a8\u5316\u5728\u6a21\u677f\u4e2d\u5b9a\u4e49\u7684\u4efb\u52a1\u5e8f\u5217\u3002\u60a8\u53ef\u4ee5\u4ece\u6a21\u677f\u4e2d\u4e3a\u6bcf\u4e2a\u4e1a\u52a1\u751f\u6210\u884c\u52a8\u8ba1\u5212\uff0c\u4f8b\u5982Ryan\u4e0e\u4ed6\u6700\u91cd\u8981\u7684\u5ba2\u6237\u4e4b\u4e00Kiara Shah\u4e3e\u884c\u7684\u4e0b\u4e00\u6b21\u8d22\u52a1\u8ba1\u5212\u5ba1\u67e5\u4f1a\u8bae\u3002\u00a0<\/span><\/p>\n<p><span>\u8fd9\u4e0e\u4f1a\u8bae\u8bb0\u5f55\u6a21\u677f\u5728Microsoft Word\u4e2d\u7684\u5de5\u4f5c\u65b9\u5f0f\u76f8\u540c\u3002\u60a8\u4e00\u6b21\u5b9a\u4e49\u6a21\u677f\u4e2d\u7684\u7ed3\u6784\u548c\u5360\u4f4d\u7b26\u5185\u5bb9\uff0c\u5e76\u5728\u6bcf\u5468\u4e00\u6b21\u7684\u56e2\u961f\u4f1a\u8bae\u540e\u5728Word\u6587\u6863\u4e2d\u521b\u5efa\u6a21\u677f\u7684\u65b0\u5b9e\u4f8b\u3002\u00a0<\/span><\/p>\n<h2 id=\"supported-salesforce-objects\"><span>\u652f\u6301\u7684Salesforce\u5bf9\u8c61<\/span><\/h2>\n<p><span>\u60a8\u53ef\u4ee5\u6839\u636eSalesforce\u914d\u7f6e\u548c\u53ef\u7528\u8bb8\u53ef\u8bc1\u4e3a\u5404\u79cd\u5bf9\u8c61\u521b\u5efa\u64cd\u4f5c\u8ba1\u5212\u6a21\u677f\uff08\u4ee5\u53ca\u64cd\u4f5c\u8ba1\u5212\uff09\u3002\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u7684\u76ee\u6807\u5bf9\u8c61\u5305\u62ec\uff1a<\/span><\/p>\n<ul>\n<li><span>\u5e10\u6237<\/span><\/li>\n<li><span>\u8d44\u4ea7\u548c\u8d1f\u503a<\/span><\/li>\n<li><span>\u4e1a\u52a1\u91cc\u7a0b\u7891<\/span><\/li>\n<li><span>\u8fd0\u52a8<\/span><\/li>\n<li><span>\u5361<\/span><\/li>\n<li><span>\u8054\u7cfb<\/span><\/li>\n<li><span>\u5408\u540c<\/span><\/li>\n<li><span>\u8d22\u52a1\u8d26\u6237<\/span><\/li>\n<li><span>\u8d22\u52a1\u76ee\u6807<\/span><\/li>\n<li><span>\u91d1\u878d\u63a7\u80a1<\/span><\/li>\n<li><span>\u4fdd\u9669\u653f\u7b56<\/span><\/li>\n<li><span>\u4fdd\u9669\u5355\u627f\u4fdd\u8303\u56f4<\/span><\/li>\n<li><span>\u94c5<\/span><\/li>\n<li><span>\u673a\u4f1a<\/span><\/li>\n<li><span>\u4eba\u5bff\u4e8b\u4ef6<\/span><\/li>\n<li><span>\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7<\/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>\u60a8\u4e5f\u53ef\u4ee5\u4e3a\u81ea\u5b9a\u4e49\u5bf9\u8c61\u521b\u5efa\u64cd\u4f5c\u8ba1\u5212\u6a21\u677f\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2 id=\"whats-inside-an-action-plan\"><span>\u884c\u52a8\u8ba1\u5212\u7684\u5185\u5728\u5185\u5bb9<\/span><\/h2>\n<p><span>\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u53ca\u5176\u751f\u6210\u7684\u884c\u52a8\u8ba1\u5212\u4e2d\u53ef\u4ee5\u5305\u62ec\u7684\u9879\u76ee\u7c7b\u578b\u5305\u62ec\u4ee5\u4e0b\u5185\u5bb9\u6216\u4e24\u8005\u7684\u7ec4\u5408\uff1a<\/span><\/p>\n<ul>\n<li><strong><span>\u6587\u6863\u6e05\u5355\u9879\u76ee<\/span><br \/>\n<\/strong><br 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class=\"image-center\" src=\"https:\/\/www.youtube.com\/embed\/XzKYepEEf8k?&amp;wmode=opaque\" width=\"912\" height=\"513\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<p><span>\u6709\u5173\u6b64\u529f\u80fd\u7684\u66f4\u591a\u4fe1\u606f\uff0c\u8bf7\u5728\u53c2\u8003\u8d44\u6599\u90e8\u5206\u4e2d\u67e5\u770b\u62b5\u62bc\u7684Trailhead\u6a21\u5757\u3002<\/span><\/p>\n<ul>\n<li><strong><span>\u4efb\u52a1<\/span><\/strong>\n<p><span>\u4efb\u52a1\u662f\u53ef\u4fe1\u8d56\u7684\u65e7Salesforce\u529f\u80fd\u3002\u4f7f\u7528\u4efb\u52a1\uff0c\u60a8\u53ef\u4ee5\u5c06\u5f85\u529e\u4e8b\u9879\u6e05\u5355\u4fdd\u7559\u5728Salesforce\u4e2d\uff0c\u5e76\u7d27\u968f\u4ea4\u6613\u548c\u5e10\u6237\u7684\u9876\u90e8\u3002\u8f7b\u677e\u5730\u5c06\u6bcf\u4e2a\u4efb\u52a1\u4e0e\u6f5c\u5728\u5ba2\u6237\uff0c\u8054\u7cfb\u4eba\uff0c\u6d3b\u52a8\uff0c\u5408\u540c\u548c\u60a8\u6240\u9700\u7684\u5176\u4ed6\u4fe1\u606f\u7684\u8bb0\u5f55\u76f8\u5173\u8054\u3002Salesforce\u4e3a\u60a8\u63d0\u4f9b\u4e86\u4e0d\u540c\u7684\u5de5\u5177\u6765\u6700\u5927\u5316\u751f\u4ea7\u7387\u2014\u521b\u5efa\u548c\u66f4\u65b0\u4efb\u52a1\uff0c\u9884\u8fc7\u6ee4\u4efb\u52a1\u5217\u8868\u4ee5\u53ca\u4efb\u52a1\u901a\u77e5\u9009\u9879\u7684\u5feb\u901f\u65b9\u6cd5\u3002<\/span><\/p>\n<p><span>\u5728\u53c2\u8003\u8d44\u6599\u90e8\u5206\u4e2d\u627e\u5230\u6709\u5173\u4efb\u52a1\u7684\u66f4\u591a\u4fe1\u606f\u3002<\/span><\/li>\n<\/ul>\n<h2 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decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/action-plans-in-financial-services-cloud\/learn-about-action-plans\/images\/d19aaa4fb102afb1e418a1b9a24ab845_5-d-3730-be-726-b-4-ae-0-a-023-fcbba-6716-d-7-e.png\" alt=\"\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u548c\u884c\u52a8\u8ba1\u5212\u7684\u673a\u5236\" width=\"624\" height=\"343\" 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href=\"http:\/\/www.ponybai.com\/?p=2926\" class=\"more-link\">\u7ee7\u7eed\u9605\u8bfb<span class=\"screen-reader-text\">\u91d1\u878d\u670d\u52a1\u4e91\u4e2d\u7684\u884c\u52a8\u8ba1\u5212 &#8211; \u4e86\u89e3\u884c\u52a8\u8ba1\u5212<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":2927,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[139],"tags":[],"class_list":["post-2926","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-139"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u91d1\u878d\u670d\u52a1\u4e91\u4e2d\u7684\u884c\u52a8\u8ba1\u5212 - \u4e86\u89e3\u884c\u52a8\u8ba1\u5212 - \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 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