{"id":2935,"date":"2021-01-06T00:17:16","date_gmt":"2021-01-05T16:17:16","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2935"},"modified":"2021-01-06T00:17:16","modified_gmt":"2021-01-05T16:17:16","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-%e9%85%8d%e7%bd%ae%e5%b7%a5%e4%bd%9c%e6%97%b6%e9%97%b4%ef%bc%8c%e5%b7%a5%e4%bd%9c%e6%97%a5","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2935","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u4e2d\u7684\u884c\u52a8\u8ba1\u5212 &#8211; \u914d\u7f6e\u5de5\u4f5c\u65f6\u95f4\uff0c\u5de5\u4f5c\u65e5\u548c\u89d2\u8272"},"content":{"rendered":"<h2 id=\"learning-objectives\">\u5b66\u4e60\u76ee\u6807<\/h2>\n<p>\u5b8c\u6210\u672c\u6a21\u5757\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/p>\n<ul>\n<li>\u8bbe\u7f6e\u5de5\u4f5c\u65f6\u95f4\u548c\u5168\u516c\u53f8\u5047\u671f\u3002<\/li>\n<li>\u542f\u7528\u5bf9\u89d2\u8272\u7684\u884c\u52a8\u8ba1\u5212\u4efb\u52a1\u5206\u914d\u3002<\/li>\n<li>\u521b\u5efa\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u548c\u884c\u52a8\u8ba1\u5212\u3002<\/li>\n<\/ul>\n<h2 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Bank\u603b\u90e8\u5de5\u4f5c\u3002\u7531\u4e8e\u8d22\u5bcc\u7ba1\u7406\u4e5f\u5728\u90a3\u91cc\u5de5\u4f5c\uff0c\u56e0\u6b64Ryan\u4f1a\u4e3a\u8be5\u5730\u70b9\u8bbe\u7f6e\u8425\u4e1a\u65f6\u95f4\u3002<\/p>\n<p>\u8fd9\u662f\u745e\u5b89\u7684\u5de5\u4f5c\u3002<\/p>\n<ol>\n<li>\u8bbe\u7f6e\u5de5\u4f5c\u65e5\u3002\n<ol>\n<li>\u5728\u201c\u8bbe\u7f6e\u201d\u4e2d\uff0c\u8f93\u5165<code>Business 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\/>\n\u4e3a\u4e86\u8fdb\u884c\u622a\u6b62\u65e5\u671f\u8ba1\u7b97\uff08Salesforce\u8df3\u8fc7\u975e\u5de5\u4f5c\u65e5\uff09\uff0c\u884c\u52a8\u8ba1\u5212\u4f1a\u5c06\u5177\u6709\u4efb\u4f55\u5de5\u4f5c\u65f6\u95f4\u7684\u4efb\u4f55\u4e00\u5929\u89c6\u4e3a\u4e00\u4e2a\u5b8c\u6574\u7684\u5de5\u4f5c\u65e5\u3002<\/li>\n<li>\u7531\u4e8e\u5468\u516d\u548c\u5468\u65e5\u4e3a\u975e\u5de5\u4f5c\u65e5\uff0c\u56e0\u6b64\u745e\u5b89\u5c06\u5f00\u59cb\u65f6\u95f4\u548c\u7ed3\u675f\u65f6\u95f4\u4fdd\u6301\u7a7a\u767d\u3002<br 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\/>\n\u4e0d\u8981\u9009\u62e9\u5b9a\u671f\u5047\u671f\u3002\u5728\u786e\u5b9a\u8ba1\u7b97\u4efb\u52a1\u5b8c\u6210\u65e5\u671f\u65f6\u8981\u8df3\u8fc7\u7684\u975e\u5de5\u4f5c\u65e5\u65f6\uff0c\u884c\u52a8\u8ba1\u5212\u4e0d\u8003\u8651\u5b9a\u671f\u4f11\u5047\u3002<\/li>\n<li>\u70b9\u51fb<strong>\u4fdd\u5b58<\/strong>\u3002<\/li>\n<li>\u91cd\u590d\u66f4\u591a\u7684\u5047\u671f\u3002<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<h2 id=\"create-account-teams-and-roles\">\u521b\u5efa\u5ba2\u6237\u56e2\u961f\u548c\u89d2\u8272<\/h2>\n<p>\u63a5\u4e0b\u6765\uff0cRyan\u8bbe\u7f6e\u4e86\u5ba2\u6237\u56e2\u961f\u548c\u89d2\u8272\uff0c\u56e0\u6b64\u4ed6\u53ef\u4ee5\u5c06\u6bcf\u4e2a\u884c\u52a8\u8ba1\u5212\u4efb\u52a1\u5206\u914d\u7ed9\u4e00\u4e2a\u89d2\u8272\u3002\u7136\u540e\uff0c\u4ed6\u4e3a\u5ba2\u6237\u5206\u914d\u626e\u6f14\u8fd9\u4e9b\u89d2\u8272\u7684\u4eba\u5458\u3002\u5f53Financial Services Cloud\u7528\u6237\u5728\u8fd0\u884c\u65f6\u4ece\u6a21\u677f\u521b\u5efa\u64cd\u4f5c\u8ba1\u5212\u65f6\uff0cSalesforce\u4f1a\u5c06\u89d2\u8272\u89e3\u6790\u4e3a\u7528\u6237\u5e76\u5c06\u4efb\u52a1\u5206\u914d\u7ed9\u8be5\u7528\u6237\u3002<\/p>\n<div class=\"box message info\">\n<div class=\"inner\">\n<div class=\"bd\">\n<div class=\"media\">\n<p><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\">\u6ce8\u610f<\/h4>\n<div class=\"message-media-content\">\n<p>\u5f53\u4e24\u4e2a\u6216\u66f4\u591a\u7528\u6237\u5171\u4eab\u4e00\u4e2a\u89d2\u8272\u65f6\uff0cSalesforce\u4f1a\u5c06\u4efb\u52a1\u5206\u914d\u7ed9\u884c\u52a8\u8ba1\u5212\u7684\u521b\u5efa\u8005\u3002<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>\u5ba2\u6237\u56e2\u961f\u662f\u4e00\u7ec4\u5728\u5ba2\u6237\u4e0a\u5171\u540c\u5de5\u4f5c\u7684\u7528\u6237\u3002Ryan\u8ba1\u5212\u4e3a\u5b9a\u671f\u8d22\u52a1\u5ba1\u67e5\u4f1a\u8bae\u521b\u5efa\u4e00\u4e2a\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u3002\u4ed6\u5199\u4e0b\u4e86\u4ee5\u4e0b\u5ba2\u6237\u56e2\u961f\u548c\u89d2\u8272\u3002<\/p>\n<table class=\"featureTable sort_table\">\n<tbody class=\"tbody\">\n<tr>\n<td>\u745e\u5b89<\/td>\n<td>\u8d22\u5bcc\u7ecf\u7406<\/td>\n<\/tr>\n<tr>\n<td>Srilakshmi<\/td>\n<td>\u5ba2\u6237\u52a9\u7406<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u4e00\u65e6Ryan\u542f\u7528\u4e86\u5ba2\u6237\u56e2\u961f\u5e76\u6dfb\u52a0\u4e86\u8fd9\u4e9b\u89d2\u8272\uff0c\u4ed6\u548cSrilakshmi\u5c06\u6210\u4e3a\u5ba2\u6237\u56e2\u961f\u7684\u4e00\u90e8\u5206\uff0c\u8be5\u56e2\u961f\u53ef\u4ee5\u65e0\u7f1d\u534f\u4f5c\u4ee5\u5ba1\u67e5\u5176\u4e3b\u8981\u5ba2\u6237\u7684\u8d22\u52a1\u8ba1\u5212\u8fdb\u5ea6\u3002<\/p>\n<p>Ryan\u9996\u5148\u542f\u7528\u5ba2\u6237\u56e2\u961f\u3002<\/p>\n<ol>\n<li>\u5728\u201c\u8bbe\u7f6e\u201d\u4e2d\uff0c\u8f93\u5165<code>Account 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\/>\n\u5bf9\u4e8eKiara\u548c\u50cf\u5979\u8fd9\u6837\u7684\u5ba2\u6237\uff0cRyan\u9009\u62e9\u4e2a\u4eba\uff0c\u5bb6\u5ead\uff0c\u4fdd\u5355\u6301\u6709\u4eba\u548c\u96f6\u552e\u5ba2\u6237\u9875\u9762\u3002<\/li>\n<li>\u70b9\u51fb<strong>\u4fdd\u5b58<\/strong>\u3002<\/li>\n<li>\u5355\u51fb<strong>\u56e2\u961f\u89d2\u8272<\/strong>\u3002<\/li>\n<li>\u66f4\u65b0\u56e2\u961f\u89d2\u8272\u5217\u8868\u4ee5\u5339\u914d\u4e1a\u52a1\u9700\u6c42\u3002<br \/>\n\u745e\u5b89\uff08Ryan\uff09\u6dfb\u52a0\u4e86\u8d22\u5bcc\u7ecf\u7406\u548c\u5ba2\u6237\u52a9\u7406\u3002<\/p>\n<ol>\n<li>\u70b9\u51fb<strong>\u65b0\u5efa<\/strong>\u3002<\/li>\n<li>\u5728\u5355\u72ec\u7684\u884c\u4e2d\u6dfb\u52a0\u8d22\u5bcc\u7ba1\u7406\u5668\u548c\u5ba2\u6237\u52a9\u7406\u3002<\/li>\n<li>\u70b9\u51fb<strong>\u4fdd\u5b58<\/strong>\u3002<\/li>\n<\/ol>\n<\/li>\n<li>\u6279\u91cf\u6dfb\u52a0\u5ba2\u6237\u5c0f\u7ec4\u6210\u5458\uff1a\n<ol>\n<li>\u5728\u201c\u8bbe\u7f6e\u201d\u4e2d\uff0c\u8f93\u5165<code>Mass Reassign Account Teams<\/code>\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\uff0c\u7136\u540e\u9009\u62e9\u201c<strong>\u6279\u91cf\u91cd\u65b0\u5206\u914d\u5ba2\u6237\u56e2\u961f\u201d<\/strong>\u3002<\/li>\n<li>\u9009\u62e9<strong>\u6dfb\u52a0\u5ba2\u6237\u56e2\u961f\u6210\u5458<\/strong>\uff0c\u7136\u540e\u5355\u51fb<strong>\u4e0b\u4e00\u6b65<\/strong>\u3002<\/li>\n<li>\u641c\u7d22\u5e76\u9009\u62e9Kiara\u7684\u5e10\u6237\uff0c\u7136\u540e\u5355\u51fb<strong>\u4e0b\u4e00\u6b65<\/strong>\u3002<\/li>\n<li>\u641c\u7d22Ryan Dobson\u5e76\u5c06\u5176\u6dfb\u52a0\u5230\u201c\u8d22\u5bcc\u7ba1\u7406\u5668\u201d\u89d2\u8272\u3002<\/li>\n<li>\u4fdd\u7559\u5176\u4ed6\u8bbe\u7f6e\u4e0d\u53d8\uff0c\u7136\u540e\u5355\u51fb\u201c<strong>\u6dfb\u52a0\u201d<\/strong>\u3002<\/li>\n<li>\u91cd\u590d\u8fd9\u4e9b\u6b65\u9aa4\u4ee5\u5c06Srilakshmi\u6dfb\u52a0\u4e3a\u5ba2\u6237\u7aef\u52a9\u7406\u3002<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807 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