{"id":2948,"date":"2021-01-06T00:29:53","date_gmt":"2021-01-05T16:29:53","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2948"},"modified":"2021-01-06T00:29:53","modified_gmt":"2021-01-05T16:29:53","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%9c%a8%e5%90%88%e4%bd%9c%e4%bc%99%e4%bc%b4%e7%a4%be%e5%8c%ba%e4%b8%ad%e5%88%b6%e5%ae%9a","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2948","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u4e2d\u7684\u884c\u52a8\u8ba1\u5212 &#8211; \u5728\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u4e2d\u5236\u5b9a\u884c\u52a8\u8ba1\u5212"},"content":{"rendered":"<h2 id=\"learning-objectives-nbsp\">\u5b66\u4e60\u76ee\u6807<\/h2>\n<p>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/p>\n<ul>\n<li>\u4e3a\u884c\u52a8\u8ba1\u5212\u7528\u6237\u521b\u5efa\u793e\u533a\u7528\u6237\u914d\u7f6e\u6587\u4ef6\u3002<\/li>\n<li>\u4e3a\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u884c\u52a8\u8ba1\u5212\u7528\u6237\u521b\u5efa\u6743\u9650\u96c6\u3002<\/li>\n<li>\u66f4\u65b0\u793e\u533a\u4e3b\u9875\u4ee5\u5305\u62ec\u884c\u52a8\u8ba1\u5212\u3002<\/li>\n<li>\u66f4\u65b0\u793e\u533a\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u4ee5\u5305\u62ec\u884c\u52a8\u8ba1\u5212\u3002<\/li>\n<\/ul>\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>\u4e3a\u4e86\u5efa\u7acb\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u7684\u884c\u52a8\u8ba1\u5212\uff0c\u60a8\u9996\u5148\u9700\u8981\u4e3aSalesforce\u7ec4\u7ec7\u542f\u7528\u793e\u533a\u3002\u81f3\u5c11\u521b\u5efa\u4e86\u4e00\u4e2a\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u3002\u8bf7\u67e5\u770b\u00a0Financial Services Cloud\u4e2d\u7684\u793e\u533a\u4ee5\u4e86\u89e3\u66f4\u591a\u8be6\u7ec6\u4fe1\u606f\u3002<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2 id=\"streamline-the-process-for-partners\">\u7b80\u5316\u5408\u4f5c\u4f19\u4f34\u6d41\u7a0b<\/h2>\n<p>Ryan\u5411Cumulus\u7684\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u63d0\u4f9b\u4e86\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u548c\u884c\u52a8\u8ba1\u5212\u3002<\/p>\n<p><img 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\/set-up-action-plans-in-partner-communities\/images\/f8a3b6333057f6a6ae51a8dbd0d4812f_rendition-download-20-1.png\" alt=\"\u4e00\u4e2a\u5728\u7ebf\u793e\u533a\u3002\" \/><\/p>\n<p>\u5728\u62e5\u6709\u5916\u90e8\u5e94\u7528\u7a0b\u5e8f\u83b7\u5f97\u91d1\u878d\u670d\u52a1\u8bb8\u53ef\u8bc1\u6216\u5ba2\u6237\u793e\u533a\u589e\u5f3a\u7248\u83b7\u5f97\u91d1\u878d\u670d\u52a1\u8bb8\u53ef\u8bc1\u7684\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u4e2d\uff0c\u53ef\u4ee5\u4f7f\u7528\u300a\u884c\u52a8\u8ba1\u5212\u300b\u3002\u901a\u8fc7\u4e3a\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u7528\u6237\u521b\u5efa\u548c\u5206\u914d\u7528\u6237\u914d\u7f6e\u6587\u4ef6\uff0c\u4f7f\u884c\u52a8\u8ba1\u5212\u5bf9\u5408\u4f5c\u4f19\u4f34\u53ef\u7528\u3002\u7136\u540e\uff0c\u901a\u8fc7\u81ea\u5b9a\u4e49\u793e\u533a\u4e3b\u9875\u5e76\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\uff0c\u4f7f\u8be5\u8fc7\u7a0b\u6613\u4e8e\u9075\u5faa\u3002<\/p>\n<h2 id=\"create-a-partner-community-user-profile-for-action-plan-users\">\u4e3a\u884c\u52a8\u8ba1\u5212\u7528\u6237\u521b\u5efa\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u7528\u6237\u4e2a\u4eba\u8d44\u6599<\/h2>\n<p>\u521b\u5efa\u53ef\u4ee5\u8bbf\u95ee\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u548c\u884c\u52a8\u8ba1\u5212\u5bf9\u8c61\u7684\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u8d44\u6599\u3002<\/p>\n<ol>\n<li>\u5728\u201c\u8bbe\u7f6e\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<code>Profiles<\/code>\uff0c\u7136\u540e\u9009\u62e9\u201c<strong>\u914d\u7f6e\u6587\u4ef6\u201d<\/strong>\u3002<\/li>\n<li>\u5728\u201c\u914d\u7f6e\u6587\u4ef6\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u201c\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u767b\u5f55\u7528\u6237\u201d\u6216\u201c\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u7528\u6237\u201d\u914d\u7f6e\u6587\u4ef6\u65c1\u8fb9\u7684\u201c<strong>\u514b\u9686\u201d<\/strong>\u3002<\/li>\n<li>\u5728\u201c\u514b\u9686\u914d\u7f6e\u6587\u4ef6\u201d\u9875\u9762\u4e0a\uff0c\u8f93\u5165<code>Partner Action Plan User<\/code>\u514b\u9686\u7684\u914d\u7f6e\u6587\u4ef6\u540d\u79f0\u5e76\u4fdd\u5b58\u3002<\/li>\n<li>\u5728\u201c\u5408\u4f5c\u4f19\u4f34\u884c\u52a8\u8ba1\u5212\u7528\u6237\u4e2a\u4eba\u8d44\u6599\u201d\u9875\u9762\u4e0a\uff0c\u70b9\u51fb<strong>\u7f16\u8f91<\/strong>\u3002<\/li>\n<li>\u5728\u201c\u6807\u51c6\u5bf9\u8c61\u6743\u9650\u201d\u4e0b\uff0c\u542f\u7528\u201c<strong>\u6587\u6863\u6e05\u5355\u6e05\u5355\u9879\u76ee\u201d\u7684<\/strong>\u8bfb\u53d6\u8bbf\u95ee\u6743\u9650\u3002<\/li>\n<li>\u5728\u201c\u6807\u51c6\u5bf9\u8c61\u6743\u9650\u201d\u4e0b\uff0c\u542f\u7528\u201c\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u201d\u548c\u201c\u884c\u52a8\u8ba1\u5212\u201d\u7684\u201c<strong>\u8bfb\u53d6\u201d<\/strong>\uff0c\u201c<strong>\u521b\u5efa\u201d<\/strong>\uff0c\u201c<strong>\u7f16\u8f91<\/strong>\u201d\u548c\u201c<strong>\u5220\u9664\u201d<\/strong>\u8bbf\u95ee\u6743\u9650\u3002<\/li>\n<li>\u7136\u540e\uff0c\u70b9\u51fb<strong>\u4fdd\u5b58<\/strong>\u3002<\/li>\n<\/ol>\n<h2 id=\"create-a-permission-set-for-partner-community-action-plan-users\">\u4e3a\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u884c\u52a8\u8ba1\u5212\u7528\u6237\u521b\u5efa\u6743\u9650\u96c6<\/h2>\n<p>\u521b\u5efa\u4e00\u4e2a\u6743\u9650\u96c6\uff0c\u4ee5\u4f7f\u60a8\u7684\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u7528\u6237\u53ef\u4ee5\u8bbf\u95ee\u64cd\u4f5c\u8ba1\u5212\u6a21\u677f\u548c\u64cd\u4f5c\u8ba1\u5212\u7684\u6743\u9650\u3002<\/p>\n<ol>\n<li>\u5728\u201c\u5b89\u88c5\u7a0b\u5e8f\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<code>Permission Sets<\/code>\uff0c\u7136\u540e\u9009\u62e9\u201c<strong>\u6743\u9650\u96c6\u201d<\/strong>\u3002<br \/>\n\u8981\u5c06\u201c\u884c\u52a8\u8ba1\u5212\u201d\u6743\u9650\u6dfb\u52a0\u5230\u73b0\u6709\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u6743\u9650\u96c6\uff0c\u8bf7\u5728\u5217\u8868\u4e2d\u5355\u51fb\u8be5\u6743\u9650\u96c6\u7684\u6807\u7b7e\u8fdb\u884c\u7f16\u8f91\u3002\u7136\u540e\u8df3\u5230\u6b65\u9aa45\u3002<\/li>\n<li>\u8981\u521b\u5efa\u5305\u62ec\u884c\u52a8\u8ba1\u5212\u7684\u65b0\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u6743\u9650\u96c6\uff0c\u8bf7\u627e\u5230\u73b0\u6709\u7684\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u6743\u9650\u96c6\uff0c\u4f8b\u5982\u987e\u95ee\u5408\u4f5c\u4f19\u4f34\u793e\u533a\uff0c\u7136\u540e\u70b9\u51fb<strong>\u514b\u9686<\/strong>\u3002<\/li>\n<li>\u4e3a\u65b0\u7684\u6743\u9650\u96c6\u6307\u5b9a\u4e00\u4e2a\u63cf\u8ff0\u6027\u540d\u79f0\uff0c\u4f8b\u5982<code>Advisor Partner Community Action Plans<\/code>\uff0c\u7136\u540e\u5355\u51fb\u201c<strong>\u4fdd\u5b58\u201d<\/strong>\u3002<\/li>\n<li>\u5355\u51fb\u65b0\u7684\u6743\u9650\u96c6\u7684\u6807\u7b7e\u4ee5\u6253\u5f00\u201c\u6743\u9650\u96c6\u6982\u8ff0\u201d\u9875\u9762\u3002<\/li>\n<li>\u5728\u7cfb\u7edf\u4e0b\uff0c\u5355\u51fb<strong>\u7cfb\u7edf\u6743\u9650<\/strong>\uff0c\u7136\u540e\u5355\u51fb<strong>\u7f16\u8f91<\/strong>\u3002<\/li>\n<li>\u542f\u7528<strong>\u6743\u9650\u8bbf\u95ee\u8be5\u884c\u52a8\u8ba1\u5212\u7684\u529f\u80fd<\/strong>\u548c<strong>\u7528\u6237\u8bb8\u53ef\u8bbf\u95ee\u7684\u6587\u4ef6\u6838\u5bf9\u8868\u529f\u80fd<\/strong>\u3002<\/li>\n<li>\u70b9\u51fb<strong>\u4fdd\u5b58<\/strong>\u3002<\/li>\n<\/ol>\n<p>\u7136\u540e\uff0c\u542f\u7528\u5bf9\u8c61\u8bbf\u95ee\u3002<\/p>\n<ol>\n<li>\u5355\u51fb<strong>\u6743\u9650\u96c6\u6982\u8ff0<\/strong>\uff0c\u7136\u540e\u5355\u51fb<strong>\u5bf9\u8c61\u8bbe\u7f6e<\/strong>\u3002<\/li>\n<li>\u5728\u201c\u5bf9\u8c61\u8bbe\u7f6e\u201d\u5217\u8868\u4e2d\uff0c\u5355\u51fb<strong>\u201c\u64cd\u4f5c\u8ba1\u5212\u201d<\/strong>\uff0c\u7136\u540e\u5355\u51fb\u201c<strong>\u7f16\u8f91\u201d<\/strong>\u3002<\/li>\n<li>\u4e3a\u64cd\u4f5c\u8ba1\u5212\u542f\u7528<strong>\u8bfb\u53d6<\/strong>\uff0c<strong>\u521b\u5efa<\/strong>\uff0c<strong>\u7f16\u8f91<\/strong>\u548c<strong>\u5220\u9664<\/strong>\u8bbf\u95ee\u6743\u9650\uff0c\u7136\u540e\u5355\u51fb<strong>\u4fdd\u5b58<\/strong>\u3002<\/li>\n<li>\u7136\u540e\uff0c\u4e3a\u4ee5\u4e0b\u9879\u542f\u7528\u76f8\u540c\u7684\u5bf9\u8c61\u8bbe\u7f6e\uff1a\n<ul>\n<li><strong>\u884c\u52a8\u8ba1\u5212\u6a21\u677f<\/strong><\/li>\n<li><strong>\u6587\u4ef6\u6e05\u5355\u9879\u76ee<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<h2 id=\"update-the-partner-community-home-page\">\u66f4\u65b0\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u4e3b\u9875<\/h2>\n<p>\u5728\u5408\u4f5c\u4f19\u4f34\u793e\u533a\u4e3b\u9875\u4e0a\u663e\u793a\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u548c\u884c\u52a8\u8ba1\u5212\u5217\u8868\u3002<\/p>\n<p>\u8981\u5c06\u201c\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u201d\u5217\u8868\u6dfb\u52a0\u5230\u793e\u533a\u4e3b\u9875\uff1a<\/p>\n<ol>\n<li>\u5728\u201c\u8bbe\u7f6e\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<code>Communities<\/code>\uff0c\u7136\u540e\u9009\u62e9\u201c<strong>\u6240\u6709\u793e\u533a\u201d<\/strong>\u3002<\/li>\n<li>\u5728\u201c\u6240\u6709\u793e\u533a\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u8981\u66f4\u65b0\u7684\u793e\u533a\u65c1\u8fb9\u7684<strong>\u751f\u6210\u5668<\/strong>\u3002<\/li>\n<li>\u5728\u4e3b\u9875\u4e0a\uff0c\u5c06\u201c\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u5217\u8868\u201d\u7ec4\u4ef6\u62d6\u5230\u9875\u9762\u4e0a\u3002<\/li>\n<li>\u5728\u201c\u884c\u52a8\u8ba1\u5212\u6a21\u677f\u5217\u8868\u201d\u5c5e\u6027\u7a97\u53e3\u4e2d\uff0c\u8f93\u5165\u5217\u8868\u5e94\u663e\u793a\u7684\u8bb0\u5f55\u6570\u3002<\/li>\n<li>\u5c06\u66f4\u6539\u53d1\u5e03\u5230\u60a8\u7684\u793e\u533a\u3002<\/li>\n<\/ol>\n<h2 id=\"update-community-record-detail-pages\">\u66f4\u65b0\u793e\u533a\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f\u9875\u9762<\/h2>\n<p>\u5c06\u64cd\u4f5c\u8ba1\u5212\u5217\u8868\u6dfb\u52a0\u5230\u793e\u533a\u4e2d\u7684\u201c\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f\u201d\u9875\u9762\u3002<\/p>\n<p>\u8981\u5728\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u4e0a\u663e\u793a\u76f8\u5173\u7684\u884c\u52a8\u8ba1\u5212\uff1a<\/p>\n<ol>\n<li>\u5728\u201c\u8bbe\u7f6e\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<code>Communities<\/code>\uff0c\u7136\u540e\u9009\u62e9\u201c<strong>\u6240\u6709\u793e\u533a\u201d<\/strong>\u3002<\/li>\n<li>\u5728\u201c\u6240\u6709\u793e\u533a\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u8981\u5728\u5176\u4e2d\u66f4\u65b0\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u7684\u793e\u533a\u65c1\u8fb9\u7684<strong>\u751f\u6210\u5668<\/strong>\u3002<\/li>\n<li>\u5728\u9996\u9875\u4e0a\uff0c\u70b9\u51fb\u9996\u9875\u53f3\u4fa7\u7684\u4e0b\u62c9\u7bad\u5934\uff0c\u7136\u540e\u9009\u62e9<strong>\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f<\/strong>\u3002<\/li>\n<li>\u5355\u51fb\u201c\u7ec4\u4ef6\u201d\u83dc\u5355\uff0c\u7136\u540e\u5c06\u201c\u884c\u52a8\u8ba1\u5212\u76f8\u5173\u5217\u8868\u201d\u7ec4\u4ef6\u62d6\u52a8\u5230\u9875\u9762\u4e0a\u3002<\/li>\n<li>\u5c06\u66f4\u6539\u53d1\u5e03\u5230\u60a8\u7684\u793e\u533a\u3002<\/li>\n<\/ol>\n<h2 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