{"id":2937,"date":"2021-01-06T00:20:21","date_gmt":"2021-01-05T16:20:21","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2937"},"modified":"2021-01-06T00:20:21","modified_gmt":"2021-01-05T16:20:21","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-%e5%88%b6%e5%ae%9a%e8%a1%8c%e5%8a%a8%e8%ae%a1%e5%88%92","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2937","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u4e2d\u7684\u884c\u52a8\u8ba1\u5212 &#8211; \u5236\u5b9a\u884c\u52a8\u8ba1\u5212"},"content":{"rendered":"<h2 id=\"learning-objectives-nbsp\"><span>\u5b66\u4e60\u76ee\u6807\u00a0<\/span><\/h2>\n<p><span>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/span><\/p>\n<ul>\n<li><span>\u521b\u5efa\u4e00\u4e2a\u65b0\u7684\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u3002<\/span><\/li>\n<li><span>\u4ece\u73b0\u6709\u7684\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u542f\u52a8\u65b0\u7684\u884c\u52a8\u8ba1\u5212\u3002<\/span><\/li>\n<\/ul>\n<h2 id=\"lights-camera-action-plan\"><span>\u706f\u5149\uff0c\u6444\u50cf\u5934\uff0c\u884c\u52a8\u8ba1\u5212<\/span><\/h2>\n<p><span>\u745e\u5b89\uff08Ryan\uff09\u6781\u529b\u5c1d\u8bd5\u8fd9\u4e2a\u65b0\u7684\u884c\u52a8\u8ba1\u5212\u529f\u80fd\uff0c\u800c\u4ed6\u548c\u9a6c\u7279\uff08Matt\uff09\u90fd\u5728\u52aa\u529b\u5efa\u7acb\u3002\u00a0<\/span><\/p>\n<p><span>\u8ba9\u6211\u4eec\u8ddf\u968fRyan\u521b\u5efa\u4e00\u4e2a\u540d\u4e3a\u201c\u5b63\u5ea6\u8ba1\u5212\u5ba1\u67e5\u201d\u7684\u65b0\u884c\u52a8\u8ba1\u5212\u6a21\u677f\uff0c\u4ee5\u6355\u83b7\u8d22\u52a1\u8ba1\u5212\u5ba1\u67e5\u4f1a\u8bae\u4e2d\u6d89\u53ca\u7684\u53ef\u91cd\u590d\u4efb\u52a1\u3002\u4e00\u65e6\u521b\u5efa\u4e86\u6a21\u677f\uff0c\u4ed6\u548c\u94f6\u884c\u7684\u5176\u4ed6\u8d22\u5bcc\u7ba1\u7406\u4eba\u5458\u5c31\u53ef\u4ee5\u8f7b\u677e\u5730\u81ea\u52a8\u6267\u884c\u884c\u52a8\u8ba1\u5212\u4e2d\u7684\u4efb\u52a1\u5e8f\u5217\u3002<\/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\/take-action-plans-for-a-spin\/images\/71b51e862ffc03758ff8fe1680409852_cjp-6-ih-0-w-200050-y-9-l-7-anu-5-c-0-k.png\" alt=\"\u5305\u542b\u53ef\u91cd\u590d\u4efb\u52a1\u7684\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u3002\" width=\"624\" height=\"239\" \/><\/p>\n<p><span>\u8fd9\u5c31\u662fRyan\u521b\u5efa\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u7684\u65b9\u5f0f\u3002<\/span><\/p>\n<ol>\n<li><span>\u5355\u51fb\u201c\u5e94\u7528\u7a0b\u5e8f\u542f\u52a8\u5668\u201d\u56fe\u6807\uff08\u00a0<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/action-plans-in-financial-services-cloud\/take-action-plans-for-a-spin\/images\/2a796fa2f86e657b527849a8bc8ed840_app-launcher-icon.png\" alt=\"\u5e94\u7528\u542f\u52a8\u5668\u56fe\u6807\" \/><span>\u00a0\uff09\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u8d22\u5bcc\u7ba1\u7406\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u4ece\u5bfc\u822a\u680f\u4e2d\u9009\u62e9\u201c<\/span><strong><span>\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u201d<\/span><\/strong><span>\u9009\u9879\u5361\u3002<\/span><\/li>\n<li><span>\u70b9\u51fb<\/span><strong><span>\u65b0\u5efa<\/span><\/strong><span>\uff0c\u7136\u540e\u8f93\u5165\u6a21\u677f\u540d\u79f0\u3002\u745e\u5b89\uff08Ryan\uff09\u4e3a\u5176\u6a21\u677f\u547d\u540d<\/span><code>Quarterly Plan Review<\/code><span>\u3002<\/span><\/li>\n<li><span>\u4ece\u76ee\u6807\u5bf9\u8c61\u4e0b\u62c9\u5217\u8868\u4e2d\uff0c\u9009\u62e9<\/span><strong><span>\u5e10\u6237<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u70b9\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u8981\u5c06\u4efb\u52a1\u6dfb\u52a0\u5230\u6a21\u677f\uff0c\u8bf7\u70b9\u51fb<\/span><strong><span>\u65b0\u5efa\u4efb\u52a1<\/span><\/strong><span>\u3002<\/span>\n<ol>\n<li><span>\u5728\u201c\u4e3b\u9898\u201d\u4e2d\u8f93\u5165\u4efb\u52a1\u7684\u540d\u79f0\uff0c\u7136\u540e\u5206\u914d\u4efb\u52a1\u4f18\u5148\u7ea7\u3002<\/span><br \/>\n<span>Ryan\u5c06\u8be5\u4efb\u52a1\u547d\u540d<\/span><code>Schedule meeting with client<\/code><span>\uff0c\u5e76\u5c06\u5176\u4f18\u5148\u7ea7\u8bbe\u7f6e\u4e3a<\/span><strong><span>Normal<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u6307\u5b9a\u4ece\u884c\u52a8\u8ba1\u5212\u7684\u5f00\u59cb\u65e5\u671f\u5f00\u59cb\u53ef\u7528\u4e8e\u5b8c\u6210\u4efb\u52a1\u7684\u5929\u6570\u3002<\/span><\/li>\n<li><span>\u9009\u62e9\u201c<\/span><strong><span>\u5fc5\u9700\u201d<\/span><\/strong><span>\u4ee5\u786e\u4fdd\u5206\u914d\u7ed9\u8be5\u4efb\u52a1\u7684\u4eba\u5458\u62a5\u544a\u4efb\u52a1\u72b6\u6001\u3002<\/span><\/li>\n<li><span>\u5c06\u4efb\u52a1\u5206\u914d\u7ed9\u7279\u5b9a\u7528\u6237\u6216\u89d2\u8272\uff0c\u5f53\u60a8\u521b\u5efa\u64cd\u4f5c\u8ba1\u5212\u65f6\uff0cSalesforce\u4f1a\u5c06\u5176\u89e3\u6790\u4e3a\u7528\u6237\u3002<\/span><br \/>\n<span>Ryan\u5c06\u4efb\u52a1\u5206\u914d\u7ed9\u4ed6\u521a\u521b\u5efa\u7684\u201c<\/span><strong><span>\u5ba2\u6237\u52a9\u7406\u201d<\/span><\/strong><span>\u89d2\u8272\u3002\u5f53\u4e00\u4f4d\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u5236\u5b9a\u884c\u52a8\u8ba1\u5212\u65f6\uff0cSalesforce\u4f1a\u626e\u6f14Srilakshmi\u7684\u89d2\u8272\u3002<\/span><\/li>\n<\/ol>\n<\/li>\n<li><span>\u70b9\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u91cd\u590d\u6b65\u9aa46\u548c7\u4ee5\u6dfb\u52a0\u5176\u4ed6\u4efb\u52a1\u3002<\/span><\/li>\n<li><span>\u5355\u51fb<\/span><strong><span>\u53d1\u5e03\u6a21\u677f\u3002<\/span><\/strong><\/li>\n<li><span>\u5728\u5f39\u51fa\u7684\u5bf9\u8bdd\u6846\u4e2d\uff0c\u70b9\u51fb<\/span><strong><span>\u53d1\u5e03<\/span><\/strong><span>\u3002\u60a8\u7684\u6a21\u677f\u73b0\u5df2\u4e0a\u7ebf\uff01<\/span><\/li>\n<\/ol>\n<p><span>Ryan\u73b0\u5728\u4e3a\u5176\u5ba2\u6237Kiara\u5236\u5b9a\u4e86\u201c\u5b63\u5ea6\u8ba1\u5212\u5ba1\u67e5\u201d\u884c\u52a8\u8ba1\u5212\u3002\u8fd9\u662f\u4ed6\u7684\u5de5\u4f5c\u3002<\/span><\/p>\n<p><img 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\/take-action-plans-for-a-spin\/images\/19b827201ca556637279fed9c40185df_cjp-6-ih-0-w-600070-y-9-l-759-vlfm-7.png\" alt=\"\u76f4\u63a5\u4eceKiara\u7684\u5e10\u6237\u9875\u9762\u521b\u5efa\u7684\u9488\u5bf9Kiara Shah\u8d22\u52a1\u8ba1\u5212\u8fdb\u884c\u5b63\u5ea6\u5ba1\u6838\u7684\u884c\u52a8\u8ba1\u5212\u3002\" width=\"624\" height=\"353\" \/><\/p>\n<ol>\n<li><span>\u5355\u51fb\u201c\u5e94\u7528\u7a0b\u5e8f\u542f\u52a8\u5668\u201d\u56fe\u6807\uff08\u00a0<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/trailmaker-assets.s3.amazonaws.com\/imagesd386c3c5d4afe51d7cc8328a44811d8e.png\" alt=\"\u5e94\u7528\u542f\u52a8\u5668\u56fe\u6807\" \/><span>\u00a0\uff09\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u8d22\u5bcc\u7ba1\u7406\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb<\/span><strong><span>\u5e10\u6237<\/span><\/strong><span>\u9009\u9879\u5361\uff0c\u7136\u540e\u9009\u62e9\u4e00\u4e2a\u5e10\u6237\u3002Ryan\u9009\u62e9Kiara\u7684\u5e10\u6237\u3002<\/span><\/li>\n<li><span>\u5355\u51fb<\/span><strong><span>\u201c<\/span><\/strong><span>\u884c\u52a8\u8ba1\u5212<strong>\u201d<\/strong>\u65c1\u8fb9\u7684\u201c<strong>\u65b0\u8ba1\u5212<\/strong>\u201d\uff0c\u7136\u540e\u586b\u5199\u8868\u683c\u3002<\/span>\n<ol>\n<li><span>\u8f93\u5165\u884c\u52a8\u8ba1\u5212\u7684\u540d\u79f0\u5e76\u6307\u5b9a\u5f00\u59cb\u65e5\u671f\u3002<\/span><br \/>\n<span>\u745e\u5b89\u79f0\u4e4b\u4e3a\u884c\u52a8\u8ba1\u5212<\/span><code>Quarterly review with Kiara<\/code><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u201d\u4e2d\uff0c\u9009\u62e9\u6240\u9700\u7684\u6a21\u677f\u3002<\/span><br \/>\n<span>Ryan\u9009\u62e9\u521a\u521a\u521b\u5efa\u7684\u201c<\/span><strong><span>\u5b63\u5ea6\u8ba1\u5212\u5ba1\u67e5\u201d<\/span><\/strong><span>\u6a21\u677f\u3002<\/span><\/li>\n<li><span>\u8bbe\u7f6e\u884c\u52a8\u8ba1\u5212\u7684\u72b6\u6001\u3002<\/span><br \/>\n<span>Ryan\u9009\u62e9\u4e86<\/span><strong><span>\u201c\u8fdb\u884c\u4e2d\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u9009\u62e9\u201c<\/span><strong><span>\u8df3\u8fc7\u4efb\u52a1\u7684\u975e\u5de5\u4f5c\u65e5\u201d<\/span><\/strong><span>\u4ee5\u544a\u77e5\u884c\u52a8\u8ba1\u5212\uff0c\u4ee5\u907f\u514d\u975e\u5de5\u4f5c\u65f6\u95f4\uff0c\u516c\u53f8\u5047\u671f\u548c\u5176\u4ed6\u975e\u5de5\u4f5c\u65e5\u8fdb\u884c\u622a\u6b62\u65e5\u671f\u8ba1\u7b97\u3002<\/span><br \/>\n<span>Ryan\u8ba4\u4e3a\u8fd9\u5bf9\u4e8e\u4ed6\u7684\u884c\u52a8\u8ba1\u5212\u975e\u5e38\u65b9\u4fbf\uff0c\u56e0\u6b64\u9009\u62e9\u4e86\u5b83\uff01<\/span><\/li>\n<\/ol>\n<\/li>\n<li><span>\u5355\u51fb<\/span><strong><span>\u4e0b\u4e00\u6b65<\/span><\/strong><span>\u3002<\/span><br \/>\n<span>\u9884\u89c8\u9875\u9762\u663e\u793a\u4e86\u65b0\u64cd\u4f5c\u8ba1\u5212\u7684\u6458\u8981\uff0c\u5176\u4e2d\u5305\u542b\u6240\u6709\u4efb\u52a1\u7684\u8be6\u7ec6\u4fe1\u606f\uff0c\u5305\u62ec\u622a\u6b62\u65e5\u671f\u4ee5\u53ca\u5982\u4f55\u5c06\u4e0d\u540c\u7684\u89d2\u8272\u89e3\u6790\u7ed9\u7528\u6237\u3002<\/span><\/li>\n<li><span>\u70b9\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<p><span>Salesforce\u4f1a\u81ea\u52a8\u5c06\u884c\u52a8\u8ba1\u5212\u4e2d\u7684\u6240\u6709\u4efb\u52a1\u5206\u914d\u7ed9\u5404\u81ea\u7684\u6240\u6709\u8005\u3002\u8fd9\u4e9b\u4efb\u52a1\u4e5f\u4f1a\u663e\u793a\u5728Kiara\u7684\u6d3b\u52a8\u65f6\u95f4\u8868\u4e0a\u3002\u00a0<\/span><\/p>\n<p><img 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\/take-action-plans-for-a-spin\/images\/ccdafaee909d8e9ffb29d8c976b42932_cjp-6-ih-0-w-900090-y-9-l-08-tpuh-6-r.png\" alt=\"Kiara Shah\u5e10\u6237\u9875\u9762\u4e0a\u7684\u201c\u884c\u52a8\u8ba1\u5212\u201d\u6807\u7b7e\u663e\u793a\u4e86\u5979\u7684\u884c\u52a8\u8ba1\u5212\u7684\u6458\u8981\u89c6\u56fe\u3002 Kiara\u7684\u6d3b\u52a8\u65f6\u95f4\u8868\u6309\u65f6\u95f4\u987a\u5e8f\u5217\u51fa\u4e86\u884c\u52a8\u8ba1\u5212\u4efb\u52a1\u3002\" width=\"624\" height=\"383\" \/><\/p>\n<p><span>\u4efb\u52a1\u6240\u6709\u8005\uff0c\u4f8b\u5982Ryan\u548cSrilakshmi\uff0c\u53ef\u4ee5\u5728\u5176\u4e3b\u9875\u4e0a\u7684\u4efb\u52a1\u5361\u4e2d\u67e5\u770b\u8fd9\u4e9b\u4efb\u52a1\u3002<\/span><\/p>\n<h2 id=\"whats-next\"><span>\u4e0b\u4e00\u6b65\u662f\u4ec0\u4e48<\/span><\/h2>\n<p><span>\u5728\u7ec4\u7ec7\u4e2d\u5236\u5b9a\u4e86\u884c\u52a8\u8ba1\u5212\u540e\uff0cRyan\u7684\u56e2\u961f\u53c8\u56de\u5230\u4e86\u8d22\u5bcc\u7ba1\u7406\u90e8\u95e8\uff0c\u5c31\u50cf\u8fd0\u8f6c\u826f\u597d\u7684\u673a\u5668\u4e00\u6837\u3002\u4f46\u662f\uff0c\u8fd8\u6709\u66f4\u591a\u7684\u4e1c\u897f\uff1a\u8ddf\u7740\u5373\u5c06\u5230\u6765\u7684\u5355\u5143\u8fdb\u884c\u64cd\u4f5c\uff0c\u4ee5\u4e86\u89e3\u514b\u9686\u5982\u4f55\u4f7fMatt\u53d8\u5f97\u66f4\u52a0\u8f7b\u677e\uff0c\u4ee5\u53caMatt\u5982\u4f55\u901a\u8fc7\u5206\u53d1\u7ed9\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u6765\u65e0\u7f1d\u6269\u5c55Financial Services Cloud\u3002<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807\u00a0 \u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a \u521b\u5efa\u4e00\u4e2a\u65b0\u7684\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u3002 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