{"id":2959,"date":"2021-01-06T00:46:31","date_gmt":"2021-01-05T16:46:31","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2959"},"modified":"2021-01-06T00:46:31","modified_gmt":"2021-01-05T16:46:31","slug":"%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%ba%91%e5%9f%ba%e7%a1%80-%e4%ba%86%e8%a7%a3%e7%88%b1%e5%9b%a0%e6%96%af%e5%9d%a6%e5%88%86%e6%9e%90%e5%a6%82%e4%bd%95%e4%bd%bf%e6%82%a8%e6%9b%b4%e9%ab%98","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2959","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u57fa\u7840 &#8211; \u4e86\u89e3\u7231\u56e0\u65af\u5766\u5206\u6790\u5982\u4f55\u4f7f\u60a8\u66f4\u9ad8\u6548"},"content":{"rendered":"<div>\n<h2 id=\"learning-objectives\"><span>\u5b66\u4e60\u76ee\u6807<\/span><\/h2>\n<div>\n<p><span>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/span><\/p>\n<div>\n<ul>\n<li><span>\u89e3\u91ca\u4e3a\u4ec0\u4e48\u91d1\u878d\u670d\u52a1\u4e91\u6613\u4e8e\u5b9e\u65bd\u3002<\/span><\/li>\n<li><span>\u63cf\u8ff0\u7231\u56e0\u65af\u5766\u5206\u6790\u5982\u4f55\u5bfc\u81f4\u66f4\u5feb\uff0c\u66f4\u660e\u667a\u7684\u51b3\u7b56\u3002<\/span><\/li>\n<li><span>\u5217\u51fa\u53ef\u63d0\u9ad8\u751f\u4ea7\u529b\u7684Financial Services Cloud\u5de5\u5177\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"fsc_basics_unit_3_implement\"><a target=\"_blank\" rel=\"noreferrer noopener\" name=\"fsc_basics_unit_3_implement\"><\/a><\/p>\n<h2 id=\"make-every-customer-experience-an-encore\"><span>\u8ba9\u6bcf\u4f4d\u5ba2\u6237\u4f53\u9a8c\u4e00\u6b21\u518d\u6765\u4e00\u6b21<\/span><\/h2>\n<div>\n<p><span>Matt\u76f8\u4fe1\u4ed6\u53ef\u4ee5\u4f7fFinancial Services Cloud\u5feb\u901f\u542f\u52a8\u5e76\u8fd0\u884c\u3002<\/span><\/p>\n<div>\n<ul>\n<li><span>\u4ed6\u53ef\u4ee5\u4f7f\u7528Lightning App Builder\u4e2d\u7684\u62d6\u653e\u529f\u80fd\u4e3a\u987e\u95ee\u63d0\u4f9b\u6700\u76f8\u5173\u7684\u4fe1\u606f\uff0c\u4ee5\u9002\u5408\u4ed6\u4eec\u7684\u5de5\u4f5c\u65b9\u5f0f\u3002<\/span><\/li>\n<li><span>\u4ed6\u4fee\u8865\u4e86\u6807\u51c6\u5bf9\u8c61\uff0c\u5e76\u51b3\u5b9a\u5b83\u4eec\u4e0d\u9700\u8981\u592a\u591a\u81ea\u5b9a\u4e49\u3002<\/span><\/li>\n<li><span>\u5f00\u653e\u7684API\u4f7f\u4ed6\u53ef\u4ee5\u5b9e\u73b0\u65e0\u7f1d\u7684\u6570\u636e\u96c6\u6210\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<p><span>\u4f46\u8fd9\u8fd8\u4e0d\u591f\uff0c\u56e0\u4e3a\u751f\u4ea7\u529b\u548c\u5ba2\u6237\u6ee1\u610f\u5ea6\u662fMatt\u6210\u529f\u7684\u771f\u6b63\u8861\u91cf\u6807\u51c6\u3002<\/span><\/p>\n<p><span>\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u8868\u793a\uff0c\u4ed6\u4eec\u7684\u9996\u8981\u589e\u957f\u7b56\u7565\u662f\u63d0\u9ad8\u987e\u95ee\u7684\u751f\u4ea7\u529b\u3002Matt\u641c\u7d22Financial Services Cloud\u7528\u6237\u754c\u9762\uff0c\u4ee5\u786e\u5b9a\u54ea\u4e9b\u5de5\u5177\u53ef\u4ee5\u5e2e\u52a9\u63d0\u9ad8\u987e\u95ee\u7684\u751f\u4ea7\u7387\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_basics_unit_3_referrals\"><a target=\"_blank\" rel=\"noreferrer noopener\" name=\"fsc_basics_unit_3_referrals\"><\/a><\/p>\n<h2 id=\"keep-the-audience-happy\"><span>\u8ba9\u89c2\u4f17\u5f00\u5fc3<\/span><\/h2>\n<div>\n<p><span>\u5f53Matt\u7684\u987e\u95ee\u83b7\u5f97\u5bf9\u65b0\u4ea7\u54c1\u6216\u670d\u52a1\u611f\u5174\u8da3\u7684\u4eba\u7684\u540d\u5b57\u65f6\uff0c\u4ed6\u4eec\u5e0c\u671b\u8de8\u591a\u4e2a\u4e1a\u52a1\u9886\u57df\u8ffd\u8e2a\u8be5\u540d\u5b57\u3002Financial Services Cloud\u53ef\u4ee5\u5e2e\u52a9\u60a8\u8fdb\u884c\u57fa\u4e8e\u9700\u6c42\u7684\u667a\u80fd\u63a8\u8350\u548c\u8bc4\u5206\u3002<\/span><\/p>\n<p><span>\u9a6c\u7279\u7814\u7a76\u4e86\u4e00\u4e0b\u4ee5\u4e86\u89e3\u5176\u5de5\u4f5c\u539f\u7406\u3002\u63a8\u8350\u6765\u81ea\u4e0d\u540c\u7684\u6765\u6e90\uff0c\u4f8b\u5982\u5ba2\u6237\u6216\u4ed6\u4eec\u7684\u5f71\u54cd\u5708\u6216\u7ec4\u7ec7\u5185\u7684\u4e0d\u540c\u4e1a\u52a1\u9886\u57df\u3002\u4e00\u65e6\u786e\u5b9a\u4e86\u5f15\u8350\uff0cSalesforce\u5de5\u4f5c\u6d41\u5c06\u4f7f\u5176\u6613\u4e8e\u63a5\u53d7\uff0c\u5206\u914d\uff0c\u786e\u5b9a\u4f18\u5148\u7ea7\u548c\u8fdb\u884c\u8ddf\u8e2a\u3002<\/span><\/p>\n<p><span>Financial Services Cloud\u4e0eEinstein Lead Scoring\u65e0\u7f1d\u534f\u4f5c\u3002\u968f\u7740\u65f6\u95f4\u7684\u6d41\u901d\uff0c\u7231\u56e0\u65af\u5766\u4e86\u89e3\u4e86\u63a8\u8350\u4eba\u548c\u63a8\u8350\u4eba\u3002\u5f88\u5feb\uff0c\u9a6c\u7279\uff08Matt\uff09\u7684\u987e\u95ee\u5c31\u53ef\u4ee5\u67e5\u770b\u5206\u6570\uff0c\u8be5\u5206\u6570\u8868\u660e\u8f6c\u4ecb\u7684\u53ef\u80fd\u6027\u3002\u6709\u4e86\u8fd9\u4e9b\u4fe1\u606f\uff0c\u5bf9\u6700\u6709\u53ef\u80fd\u8fdb\u884c\u8f6c\u6362\u7684\u5f15\u8350\u8fdb\u884c\u4f18\u5148\u6392\u5e8f\u5c31\u5bb9\u6613\u4e86\u8bb8\u591a\u3002\u63a8\u8350\u4eba\u4e5f\u6709\u8868\u660e\u5176\u63a8\u8350\u8d28\u91cf\u7684\u5206\u6570\u3002\u6b64\u5206\u6570\u6709\u52a9\u4e8e\u786e\u5b9a\u5f15\u8350\u7684\u4f18\u5148\u7ea7\uff0c\u8fd8\u4f7f\u4f01\u4e1a\u5956\u52b1\u5176\u6700\u6709\u4ef7\u503c\u7684\u5f15\u8350\u4eba\u3002<\/span><\/p>\n<p><span>\u4ed6\u5728Financial Services Cloud\u4e2d\u67e5\u770b\u4ed6\u7684\u4e3b\u9875\uff0c\u4ed6\u7684\u987e\u95ee\u5728\u8be5\u4e3b\u9875\u4e2d\u8ddf\u8e2a\u5176\u63a8\u8350\u6d3b\u52a8\u3002<\/span><\/p>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_basics\/fsc_basics_unit_3\/images\/0e9b6bc150dc0893e7db117ac8d5499d_basics-4.png\" alt=\"\u4e3b\u9875\u663e\u793a\u987e\u95ee\u63a8\u8350\u4fe1\u606f\u3002\" \/><\/p>\n<p><span>\u4ed6\u53ef\u4ee5\u8f7b\u677e\u5730\u770b\u5230\u987e\u95ee\u7684\u5b63\u5ea6\u7ee9\u6548\uff0c\u5206\u914d\u7ed9\u8be5\u987e\u95ee\u7684\u5f15\u8350\uff0c\u8868\u793a\u5f15\u8350\u8f6c\u6362\u53ef\u80fd\u6027\u7684\u6570\u5b57\u7b49\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_basics_unit_3_productivity_cards\"><a target=\"_blank\" rel=\"noreferrer noopener\" name=\"fsc_basics_unit_3_productivity_cards\"><\/a><\/p>\n<h2 id=\"show-them-a-card-trick\"><span>\u5411\u4ed6\u4eec\u5c55\u793a\u5361\u7247\u6280\u5de7<\/span><\/h2>\n<div>\n<p><span>\u4e3b\u9875\u4e0a\u7684\u6548\u7387\u5361\u7a81\u51fa\u4e86Matt\u987e\u95ee\u6700\u91cd\u8981\u7684\u4efb\u52a1\u3002\u8fd9\u4e9b\u5361\u7247\u5305\u62ec\u65e5\u5e38\u4efb\u52a1\uff0c\u673a\u4f1a\u548c\u6392\u540d\u9886\u5148\u3002Financial Services Cloud\u4f7f\u7528\u5176\u5185\u7f6e\u7684\u667a\u80fd\u529f\u80fd\u6765\u8ba1\u7b97\u51fa\u8981\u653e\u5165\u8fd9\u4e9b\u5361\u4e0a\u7684\u5185\u5bb9\uff0c\u4f8b\u5982\u5ba2\u6237\u751f\u65e5\u6216\u5373\u5c06\u6765\u4e34\u7684\u7535\u8bdd\u6216\u4f1a\u8bae\u3002\u987e\u95ee\u5c06\u88ab\u5f15\u5bfc\u5230\u4ed6\u4eec\u6700\u5bcc\u6709\u6210\u6548\u7684\u6d3b\u52a8\u4e2d\uff0c\u5e76\u53ef\u4ee5\u66f4\u6709\u6548\u5730\u7ba1\u7406\u81ea\u5df1\u7684\u4e00\u5929\u3002<\/span><\/p>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_basics\/fsc_basics_unit_3\/images\/a9f3a3f6d212a723005a078e61b28dc3_basics-5-1.png\" alt=\"\u8be5\u5c4f\u5e55\u622a\u56fe\u663e\u793a\u4e86\u4efb\u52a1\uff0c\u673a\u4f1a\u548c\u6f5c\u5728\u5ba2\u6237\u6548\u7387\u5361\u3002\" \/><\/p>\n<p><span>\u9a6c\u7279\uff08Matt\uff09\u662f\u81ea\u52a8\u5316\u548c\u667a\u80fd\u5f85\u529e\u4e8b\u9879\u6e05\u5355\u7684\u5fe0\u5b9e\u62e5\u62a4\u8005\uff0c\u4ed6\u77e5\u9053\u81ea\u5df1\u7684\u987e\u95ee\u4e5f\u5c06\u5982\u6b64\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_basics_unit_3_einstein\"><a target=\"_blank\" rel=\"noreferrer noopener\" name=\"fsc_basics_unit_3_einstein\"><\/a><\/p>\n<h2 id=\"power-new-customer-insights-with-einstein-analytics\"><span>\u901a\u8fc7\u7231\u56e0\u65af\u5766\u5206\u6790\u589e\u5f3a\u65b0\u5ba2\u6237\u89c1\u89e3<\/span><\/h2>\n<div>\n<p><span>\u9a6c\u7279\uff08Matt\uff09\u719f\u6089Salesforce\u7231\u56e0\u65af\u5766\uff0c\u9a6c\u7279\uff08Matt\uff09\u9ad8\u5174\u5730\u770b\u5230\u76f4\u63a5\u5d4c\u5165\u5230Financial Services Cloud\u4e2d\u7684\u9884\u914d\u7f6e\u5206\u6790\u4eea\u8868\u677f\u3002\u4ed6\u7684\u987e\u95ee\u53ef\u4ee5\u7acb\u5373\u7ec6\u5206\u4ed6\u4eec\u7684\u4e1a\u52a1\uff0c\u4ee5\u5728\u4e00\u4e2a\u96c6\u6210\u7684\u5e94\u7528\u7a0b\u5e8f\u4e2d\u505a\u51fa\u66f4\u660e\u667a\u7684\u5ba2\u6237\u51b3\u7b56\u3002\u4eea\u8868\u677f\u663e\u793a\u4e86\u5173\u952e\u89c1\u89e3\uff0c\u4ed6\u53ef\u4ee5\u4f7f\u7528\u8fd9\u4e9b\u89c1\u89e3\u6765\u8bb0\u5f55\u547c\u53eb\uff0c\u4efb\u52a1\u6216\u4e8b\u4ef6\uff0c\u5e76\u5c06\u89c1\u89e3\u7acb\u5373\u53d8\u4e3a\u884c\u52a8\u3002\u4f8b\u5982\uff0c\u6709\u4e00\u4e2a80\/20\u4eea\u8868\u677f\u53ef\u4ee5\u5e2e\u52a9Matt\u7684\u987e\u95ee\u6700\u5927\u5316\u4ed6\u4eec\u7684\u65f6\u95f4\u3002\u4ed6\u4eec\u53ef\u4ee5\u5c06\u5ba2\u6237\u6536\u5165\u4e0e\u5efa\u8bae\u6027\u6d3b\u52a8\u8fdb\u884c\u6bd4\u8f83\uff0c\u5e76\u786e\u5b9a\u9002\u7528\u4e8e\u9ad8\u6f5c\u529b\u5ba2\u6237\u7684\u5173\u952e\u884c\u52a8\u3002\u4e0b\u9762\u662f\u4e00\u4e2a\u201c\u5ba2\u6237\u5217\u8868\u201d\u4eea\u8868\u677f\uff0c\u5b83\u663e\u793a\u987e\u95ee\u4e1a\u52a1\u7c3f\u4e2d\u7684\u6240\u6709\u5ba2\u6237\u3002\u4f8b\u5982\uff0c\u987e\u95ee\u53ef\u4ee5\u9009\u62e9\u67e5\u770b\u67d0\u4e2a\u7c7b\u522b\u4e2d\u7684\u6240\u6709\u5ba2\u6237\uff0c\u4f8b\u5982\u767d\u91d1\uff0c<\/span><\/p>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_basics\/fsc_basics_unit_3\/images\/9cef0b6a78f23619d50ea5dc7dbaae13_basics-6.png\" alt=\"\u5c4f\u5e55\u5feb\u7167\u663e\u793a\u4e86\u201c Advisor Analytics\u201d\u89c6\u56fe\uff0c\u7a81\u51fa\u663e\u793a\u4e86\u201c\u5ba2\u6237\u5217\u8868\u201d\u9009\u9879\u5361\u3002\" \/><\/p>\n<p><span>\u8fd9\u4e00\u77a5\u662f\u4ee4\u4eba\u9f13\u821e\u7684\u3002\u9a6c\u7279\uff08Matt\uff09\u770b\u5230\u4e86\u7231\u56e0\u65af\u5766\u5206\u6790\uff08Einstein Analytics\uff09\u5982\u4f55\u5e2e\u52a9\u5176\u987e\u95ee\u505a\u51fa\u66f4\u660e\u667a\u7684\u51b3\u7b56\u3002\u4ed6\u5f00\u59cb\u68c0\u67e5\u5176\u4ed6\u53ef\u63d0\u9ad8\u5de5\u4f5c\u6548\u7387\u7684\u5de5\u5177\uff0c\u4f8b\u5982\u4eea\u8868\u677f\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_basics_unit_3_productivity\"><a target=\"_blank\" rel=\"noreferrer noopener\" name=\"fsc_basics_unit_3_productivity\"><\/a><\/p>\n<h2 id=\"dashing-through-the-cloud\"><span>\u901a\u8fc7\u4e91\u51b2\u523a<\/span><\/h2>\n<div>\n<p><span>\u73b0\u5728\uff0c\u9a6c\u7279\uff08Matt\uff09\u770b\u5230\u4e86Google Analytics\uff08\u5206\u6790\uff09\u4fe1\u606f\u4e2d\u5fc3\u7684\u5f3a\u5927\u529f\u80fd\uff0c\u5bf9\u6b64\u4ed6\u5f88\u611f\u5174\u8da3\u3002\u4ed6\u51b2\u523a\u53bb\u5bfb\u627e\u66f4\u591a\u7684\u4eea\u8868\u677f\u3002\u5e78\u8fd0\u7684\u662f\uff0cFinancial Services Cloud\u6709\u51e0\u4e2a\u4eea\u8868\u677f\u8ba9\u4ed6\u6ee1\u610f\uff08\u60a8\u53ef\u4ee5\u521b\u5efa\u66f4\u591a\u4eea\u8868\u677f\uff09\u3002<\/span><\/p>\n<p><span>\u4ed6\u53d1\u73b0\u4e86\u53ef\u4ee5\u8ddf\u8e2a\u5173\u952e\u4e1a\u52a1\u6307\u6807\u7684\u4eea\u8868\u677f\uff0c\u4ee5\u5e2e\u52a9\u6bcf\u4e2a\u4eba\u4e13\u6ce8\u4e8e\u6b63\u786e\u7684\u4f18\u5148\u4e8b\u9879\u3002\u4f8b\u5982\uff0c\u8d22\u52a1\u5e10\u6237\u4eea\u8868\u677f\u53ef\u4ee5\u5e2e\u52a9\u987e\u95ee\u786e\u5b9a\u5176\u6700\u6709\u4ef7\u503c\u548c\u6700\u4e0d\u6709\u4ef7\u503c\u7684\u5ba2\u6237\u3002\u5728\u6b64\u4eea\u8868\u677f\u4e2d\uff0c\u5f88\u5bb9\u6613\u53d1\u73b0\u987e\u95ee\u6700\u6709\u4ef7\u503c\u7684\u5ba2\u6237\u662f\u745e\u79cb\u00b7\u4e9a\u5f53\u65af\u3002<\/span><\/p>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_basics\/fsc_basics_unit_3\/images\/b1392f0fdfe2c888e1cceab9a1fde700_basics-5.png\" 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