{"id":2962,"date":"2021-01-06T00:49:37","date_gmt":"2021-01-05T16:49:37","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2962"},"modified":"2021-01-06T00:49:37","modified_gmt":"2021-01-05T16:49:37","slug":"%e6%99%ba%e8%83%bd%e6%8e%a8%e8%8d%90%e5%92%8c%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%ba%91%e8%ae%a1%e5%88%86-%e4%ba%86%e8%a7%a3%e6%8e%a8%e8%8d%90","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2962","title":{"rendered":"\u667a\u80fd\u63a8\u8350\u548c\u91d1\u878d\u670d\u52a1\u4e91\u8ba1\u5206 &#8211; \u4e86\u89e3\u63a8\u8350"},"content":{"rendered":"<div class=\"nested0\">\n<h2 id=\"Tdxn4tBK-heading1\" class=\"helpHead2\"><span>\u5b66\u4e60\u76ee\u6807<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/span><\/p>\n<div class=\"p\">\n<ul class=\"ul bulletList\">\n<li class=\"li\"><span>\u89e3\u91ca\u4e3a\u4ec0\u4e48\u63a8\u8350\u5f88\u91cd\u8981\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5728\u6574\u4e2a\u751f\u547d\u5468\u671f\u4e2d\u8ddf\u8e2a\u5f15\u8350\u3002<\/span><\/li>\n<li class=\"li\"><span>\u6bd4\u8f83\u9500\u552e\u7ebf\u7d22\u548c\u63a8\u8350\u4eba\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"learn-about-referrals-customer-need\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"learn-about-referrals-customer-need\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading2\" class=\"helpHead2\"><span>\u5b83\u59cb\u4e8e\u5ba2\u6237\u9700\u6c42<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u5982\u679c\u60a8\u83b7\u5f97\u4e86<\/span><span>Financial Services Cloud Basics<\/span><span>\u5fbd\u7ae0\uff0c\u60a8\u53ef\u80fd\u8fd8\u8bb0\u5f97\u7ba1\u7406\u5458Matt\u3002\u9a6c\u7279\u4e00\u76f4\u81f4\u529b\u4e8e\u4e3aCumulus\u94f6\u884c\u7684\u8d22\u5bcc\u7ba1\u7406\u548c\u96f6\u552e\u94f6\u884c\u5206\u652f\u673a\u6784\u5efa\u7acb\u91d1\u878d\u670d\u52a1\u4e91\u3002<\/span><\/p>\n<p class=\"p\"><span>\u8fd9\u662f\u4e00\u9879\u8270\u5de8\u7684\u5de5\u4f5c\uff0c\u56e0\u4e3aCumulus\u94f6\u884c\u6b63\u5728\u6539\u53d8\u5176\u4e1a\u52a1\u5b9e\u8df5\uff0c\u4ee5\u5ba2\u6237\u9700\u6c42\u4e3a\u4e2d\u5fc3\u3002\u4ed6\u4eec\u6709\u5f88\u591a\u5de5\u4f5c\u8981\u505a\uff0c\u4ee5\u5c06\u81ea\u5df1\u8f6c\u53d8\u4e3a\u8de8\u6240\u6709\u4e1a\u52a1\u9886\u57df\u7684\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u673a\u6784\u3002\u4f46\u662f\u4ed6\u4eec\u5df2\u7ecf\u51c6\u5907\u597d\u884c\u52a8\u4e86\u3002<\/span><\/p>\n<p class=\"p\"><span>\u57fa\u4e8e\u9700\u6c42\u7684\u667a\u80fd\u63a8\u8350\u548c\u8bc4\u5206\u662f\u4e00\u4e2a\u5f88\u597d\u7684\u8d77\u70b9\u3002\u63a8\u8350\u4eba\u53ef\u4ee5\u5e2e\u52a9\u60a8\u53d1\u73b0\u548c\u6355\u83b7\u5ba2\u6237\u9700\u6c42\uff0c\u4ee5\u4fbf\u60a8\u53ef\u4ee5\u6ee1\u8db3\u4ed6\u4eec\u7684\u9700\u6c42\u3002\u5ba2\u6237\u8868\u793a\u9700\u8981\u62b5\u62bc\u8d37\u6b3e\uff0c\u9000\u4f11\u8ba1\u5212\u6216\u65b0\u7684\u4fe1\u7528\u5361\u3002\u8f6c\u4ecb\u6293\u4f4f\u4e86\u8fd9\u79cd\u9700\u6c42\uff0c\u56e0\u6b64\u91d1\u878d\u673a\u6784\u4e0d\u4f1a\u5931\u53bb\u5b83\u3002Financial Services Cloud\u4f1a\u5bf9\u5176\u8fdb\u884c\u8ddf\u8e2a\uff0c\u76f4\u5230\u91d1\u878d\u673a\u6784\u6ee1\u8db3\u5ba2\u6237\u9700\u6c42\u4e3a\u6b62\u3002<\/span><\/p>\n<div class=\"p\">\n<ul class=\"ul bulletList\">\n<li class=\"li\"><strong class=\"ph b\"><span>\u8c01\u521b\u5efa\u63a8\u8350\uff1f<\/span><\/strong><span>Salesforce\u4f7f\u4efb\u4f55\u4eba\u90fd\u53ef\u4ee5\u8f7b\u677e\u521b\u5efa\u63a8\u8350\u3002\u60a8\u90e8\u95e8\u7684\u540c\u4e8b\uff0c\u4e0d\u540c\u4e1a\u52a1\u90e8\u95e8\u7684\u540c\u4e8b\uff0c\u5408\u4f5c\u4f19\u4f34\u751a\u81f3\u5ba2\u6237\u90fd\u53ef\u4ee5\u521b\u5efa\u63a8\u8350\u3002\u65e0\u8bba\u5ba2\u6237\u4e0e\u60a8\u7684\u4f01\u4e1a\u6709\u4f55\u8054\u7cfb\uff0c\u90fd\u53ef\u4ee5\u521b\u5efa\u63a8\u8350\u4eba\u6765\u5e2e\u52a9\u4ed6\u4eec\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u91cc\u9762\u6709\u4ec0\u4e48\uff1f<\/span><\/strong><span>\u60a8\u7684\u4f01\u4e1a\u53ef\u4ee5\u786e\u5b9a\u5f15\u8350\u4e2d\u9700\u8981\u54ea\u4e9b\u4fe1\u606f\u3002\u81ea\u7136\uff0c\u5b83\u5305\u62ec\u5ba2\u6237\u8868\u8fbe\u7684\u4efb\u4f55\u9700\u6c42\u3002\u5b83\u8fd8\u53ef\u80fd\u5305\u542b\u8be6\u7ec6\u4fe1\u606f\uff0c\u4f8b\u5982\u5ba2\u6237\u540d\u79f0\uff0c\u96c7\u4e3b\u548c\u7535\u8bdd\u53f7\u7801\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u4e3a\u4ec0\u4e48\u63a8\u8350\u5f88\u91cd\u8981\uff1f<\/span><\/strong><span>\u63a8\u8350\u4f7f\u5ba2\u6237\u6ee1\u610f\uff0c\u60a8\u7684\u4e1a\u52a1\u4e0d\u65ad\u589e\u957f\u3002\u56e0\u4e3a\u5b83\u4eec\u662f\u5982\u6b64\u91cd\u8981\uff0c\u6240\u4ee5Salesforce\u53ef\u4ee5\u5e2e\u52a9\u60a8\u4ed4\u7ec6\u8ddf\u8e2a\u4ece\u521b\u5efa\u5230\u5173\u95ed\u7684\u5f15\u8350\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"learn-about-referrals-loyalty\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"learn-about-referrals-loyalty\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading3\" class=\"helpHead2\"><span>\u63a8\u8350\u5efa\u7acb\u5fe0\u8bda\u5ea6<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u63a8\u8350\u5e2e\u52a9\u60a8\u6ee1\u8db3\u66f4\u591a\u5ba2\u6237\u9700\u6c42\u3002\u6ee1\u8db3\u5ba2\u6237\u9700\u6c42\u53ef\u4ee5\u63d0\u9ad8\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002\u8fd9\u79cd\u5fe0\u8bda\u6709\u591a\u6709\u4ef7\u503c\uff1fSalesforce\u7684\u4e00\u4efd\u62a5\u544a\u53d1\u73b0\uff0c\u5f53\u91d1\u878d\u673a\u6784\u901a\u8fc7\u4e00\u79cd\u65b0\u4ea7\u54c1\u6ee1\u8db3\u5ba2\u6237\u7684\u9700\u6c42\u65f6\uff0c\u8be5\u5ba2\u6237\u7684\u505c\u7559\u65f6\u95f4\u5c06\u5ef6\u957f166\uff05\u3002\u5bfb\u627e\u65b0\u5ba2\u6237\u7684\u6210\u672c\u662f\u4fdd\u6301\u73b0\u6709\u5ba2\u6237\u6210\u672c\u7684\u51e0\u500d\u3002\u6ee1\u8db3\u66f4\u591a\u9700\u6c42\u518d\u52a0\u4e0a\u589e\u52a0\u7684\u5ba2\u6237\u5fe0\u8bda\u5ea6\uff0c\u5c31\u7b49\u4e8e\u4e00\u5bb6\u5feb\u4e50\u7684\u516c\u53f8\u3002<\/span><\/p>\n<p class=\"p\"><span>\u4f46\u662fCumulus\u94f6\u884c\u7684\u8f6c\u4ecb\u7ba1\u7406\u76ee\u524d\u65e0\u6cd5\u6b63\u5e38\u8fd0\u884c\u3002\u76ee\u524d\uff0c\u4ed6\u4eec\u5904\u4e8e\u884c\u4e1a\u5e73\u5747\u6c34\u5e73\uff0c\u8fd9\u610f\u5473\u7740\u4ed6\u4eec\u6ca1\u6709\u8ddf\u8fdb63\uff05\u7684\u6f5c\u5728\u5ba2\u6237\u3002\u9a6c\u7279\uff08Matt\uff09\u5728\u8fd963\uff05\u7684\u5de5\u4f5c\u4e2d\u770b\u5230\u4e86\u5f88\u591a\u673a\u4f1a\u3002\u4ed6\u7684\u7b2c\u4e00\u6b65\u662f\u4f7f\u7528Financial Services Cloud\uff0c\u4ee5\u4fbfCumulus\u53ef\u4ee5\u8ddf\u8e2a\u5176\u63a8\u8350\uff0c\u5e76\u786e\u4fdd\u6709\u4eba\u5728\u8ddf\u8fdb\u3002<\/span><\/p>\n<p class=\"p\"><span>\u987e\u95ee\u548c\u96f6\u552e\u94f6\u884c\u5bb6\u7684\u65f6\u95f4\u6709\u9650\uff0c\u56e0\u6b64\u9a6c\u7279\uff08Matt\uff09\u4e5f\u5e0c\u671b\u5e2e\u52a9\u4ed6\u4eec\u786e\u5b9a\u63a8\u8350\u7684\u4f18\u5148\u6b21\u5e8f\u3002\u4ed6\u4f7f\u7528Einstein Lead Scoring\u3002\u7231\u56e0\u65af\u5766\u603b\u5f97\u5206\u53ef\u786e\u5b9a\u5f15\u8350\u8f6c\u5316\u7684\u53ef\u80fd\u6027\u3002\u63a8\u8350\u4eba\u83b7\u5f97\u8bc4\u5206\u540e\uff0cMatt\u7684\u987e\u95ee\u548c\u96f6\u552e\u94f6\u884c\u5bb6\u53ef\u4ee5\u51b3\u5b9a\u9996\u5148\u4e0e\u54ea\u4e9b\u5ba2\u6237\u4e92\u52a8\u3002<\/span><\/p>\n<p class=\"p\"><span>\u8ba9\u6211\u4eec\u770b\u4e00\u4e2a\u8de8\u884c\u4e1a\u63a8\u8350\u7684\u793a\u4f8b\uff0c\u4ee5\u4e86\u89e3Matt\u8ba1\u5212\u8bbe\u7f6e\u7684\u5185\u5bb9\u3002<\/span><\/p>\n<p class=\"p\"><span>Ryan\u662fCumulus\u7684\u8d22\u52a1\u987e\u95ee\u3002\u5728\u4e0e\u5ba2\u6237Kiara\u4ea4\u8c08\u65f6\uff0c\u4ed6\u53d1\u73b0Kiara\u6253\u7b97\u8d2d\u4e70\u623f\u5c4b\u5e76\u9700\u8981\u62b5\u62bc\u3002<\/span><\/p>\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/intelligent-referrals-and-scoring-with-financial-services-cloud\/learn-about-referrals\/images\/03b950f0fd1989eea76c02da37b3f1a5_referral_1.png\" alt=\"Kiara\u7ad9\u5728\u5979\u68a6dream\u4ee5\u6c42\u7684\u623f\u5b50\u65c1\u8fb9\" \/><\/p>\n<div class=\"p\"><span>\u745e\u5b89\u5206\u6790\u60c5\u51b5\u3002<\/span><\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><strong class=\"ph b\"><span>\u5ba2\u6237\u9700\u6c42\uff1a<\/span><\/strong><span>\u62b5\u62bc\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u95ee\u9898\uff1a<\/span><\/strong><span>\u00a0Ryan\u65e0\u6cd5\u76f4\u63a5\u63d0\u4f9b\u5e2e\u52a9\uff0c\u56e0\u4e3a\u8d22\u5bcc\u7ba1\u7406\u4e0d\u63d0\u4f9b\u62b5\u62bc\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u89e3\u51b3\u65b9\u6848\uff1a<\/span><\/strong><span>\u521b\u5efa\u5f15\u8350\u3002\u745e\u5b89\uff08Ryan\uff09\u77e5\u9053\u96f6\u552e\u94f6\u884c\u5206\u652f\u673a\u6784\u7684\u9876\u7ea7\u62b5\u62bc\u7ecf\u7eaa\u4eba\u9c8d\u52c3\uff08Bob\uff09\u59cb\u7ec8\u4f1a\u5f88\u597d\u5730\u7167\u987e\u4ed6\u7684\u5ba2\u6237\u3002\u56e0\u6b64\uff0cRyan\u521b\u5efa\u4e86\u5f15\u8350\uff0c\u5e76\u5c06\u5176\u53d1\u9001\u7ed9Bob\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<div class=\"p\"><span>Ryan\u611f\u89c9\u5f88\u4e0d\u9519\uff0c\u56e0\u4e3a\u4ed6\u5df2\u7ecf\u5e2e\u52a9\u4e86\u51e0\u4e2a\u4eba\u548c\u4ed6\u7684\u96c7\u4e3b\u3002<\/span><\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><span>\u4ed6\u5e2e\u52a9\u4e86Cumulus\uff0c\u56e0\u4e3aKiara\u66f4\u6709\u53ef\u80fd\u83b7\u5f97\u62b5\u62bc\u8d37\u6b3e\u5e76\u7ee7\u7eed\u4f5c\u4e3a\u957f\u671f\u5ba2\u6237\u3002\u5ba2\u6237\u5fe0\u8bda\u5ea6\u63d0\u9ad8\u4e86\u5417\uff1f\u68c0\u67e5\u4e00\u4e0b<\/span><\/li>\n<li class=\"li\"><span>\u745e\u5b89\uff08Ryan\uff09\u5e2e\u52a9\u4e86\u9c8d\u52c3\uff08Bob\uff09\uff0c\u540e\u8005\u62e5\u6709\u53ef\u9760\u7684\u62b5\u62bc\u8d37\u6b3e\u63a8\u8350\u4eba\uff0c\u53ef\u4ee5\u8ddf\u8fdb\u3002\u6355\u83b7\u5ba2\u6237\u9700\u6c42\u5e76\u51c6\u5907\u597d\u89e3\u51b3\uff1f\u68c0\u67e5\u4e00\u4e0b<\/span><\/li>\n<li class=\"li\"><span>\u6700\u91cd\u8981\u7684\u662f\uff0c\u745e\u5b89\uff08Ryan\uff09\u5c06\u5979\u8f6c\u5ac1\u7ed9\u53ef\u4ee5\u6ee1\u8db3\u5979\u9700\u6c42\u7684\u4eba\uff0c\u4ece\u800c\u5e2e\u52a9\u4e86\u4ed6\u7684\u5ba2\u6237Kiara\u3002\u5ba2\u6237\u6ee1\u610f\u5417\uff1f\u6700\u597d\u7684\u7ed3\u679c\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"learn-about-referrals-lifecycle\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"learn-about-referrals-lifecycle\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading4\" class=\"helpHead2\"><span>\u63a8\u4ecb\u7684\u751f\u547d\u5468\u671f<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>Financial Services Cloud\u8ddf\u8e2a\u4ece\u521b\u5efa\u5230\u5173\u95ed\u6216\u8f6c\u6362\u7684\u6bcf\u4e2a\u5f15\u8350\u3002\u5728\u6b64\u8fc7\u7a0b\u4e2d\uff0c\u5b83\u53ef\u4ee5\u81ea\u52a8\u8def\u7531\u548c\u786e\u5b9a\u6700\u4f73\u63a8\u8350\u4eba\uff08\u63a8\u8350\u4eba\u662f\u521b\u5efa\u63a8\u8350\u4eba\u7684\u4eba\uff09\u7684\u6700\u9ad8\u8d28\u91cf\u63a8\u8350\u4eba\u7684\u4f18\u5148\u7ea7\uff0c\u4ece\u800c\u63d0\u9ad8\u5de5\u4f5c\u6548\u7387\u3002<\/span><\/p>\n<p class=\"p\"><span>\u63a8\u8350\u4ece\u5ba2\u6237\u9700\u6c42\u8868\u8fbe\u5230\u6ee1\u8db3\u5ba2\u6237\u9700\u6c42\u7684\u8fc7\u7a0b\u4e2d\u8981\u7ecf\u5386\u54ea\u4e9b\u6b65\u9aa4\uff1f<\/span><\/p>\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/intelligent-referrals-and-scoring-with-financial-services-cloud\/learn-about-referrals\/images\/83662761ee23feaee4daa97eba78ac05_referral_process.gif\" alt=\"GIF\u663e\u793a\u9ad8\u7ea7\u522b\u7684\u63a8\u8350\u8fc7\u7a0b\uff1a\u521b\u5efa\uff0c\u5206\u914d\uff0c\u63a5\u53d7\uff0c\u786e\u5b9a\u4f18\u5148\u7ea7\uff0c\u8f6c\u6362\u4ee5\u53ca\u8ddf\u8e2a\u548c\u5206\u6790\u3002\" \/><\/p>\n<p class=\"p\"><span>\u8ba9\u6211\u4eec\u66f4\u8be6\u7ec6\u5730\u67e5\u770b\u8fc7\u7a0b\u7684\u6bcf\u4e2a\u6b65\u9aa4\u3002<\/span><\/p>\n<div class=\"data colSort\">\n<table class=\"featureTable sort_table\" summary=\"\">\n<thead class=\"thead sorted\" align=\"left\">\n<tr>\n<th id=\"d439570e180\" class=\"featureTableHeader  \"><span>\u8fdb\u5165\u5f15\u8350\u6d41\u7a0b<\/span><\/th>\n<th id=\"d439570e183\" class=\"featureTableHeader  \"><span>\u5982\u4f55\u5b8c\u6210\u6b65\u9aa4<\/span><\/th>\n<th id=\"d439570e186\" class=\"featureTableHeader  \"><span>\u4f8b<\/span><\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"tbody\">\n<tr>\n<td class=\"entry\" headers=\"d439570e180\" data-title=\"Step in the referral flow\"><span>\u521b\u5efa\u63a8\u8350<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e183\" data-title=\"How to complete the step\"><span>\u4e3a\u4e86\u6ee1\u8db3\u5ba2\u6237\u9700\u6c42\uff0c\u6709\u4eba\u521b\u5efa\u4e86\u5f15\u8350\u3002<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e186\" data-title=\"Example\"><span>\u745e\u5b89\uff08Ryan\uff09\u7684\u8d22\u5bcc\u7ba1\u7406\u4e1a\u52a1\u4e3a\u6709\u5174\u8da3\u83b7\u5f97\u62b5\u62bc\u8d37\u6b3e\u7684\u5ba2\u6237\u521b\u5efa\u4e86\u63a8\u8350\u4eba\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td class=\"entry\" headers=\"d439570e180\" data-title=\"Step in the referral flow\"><span>\u5206\u914d\u63a8\u8350<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e183\" data-title=\"How to complete the step\"><span>\u7531\u4e8e\u7ba1\u7406\u5458\u6839\u636e\u660e\u786e\u7684\u5174\u8da3\uff0c\u57ce\u5e02\uff0c\u5dde\u6216\u5176\u4ed6\u56e0\u7d20\u8bbe\u7f6e\u7684\u8def\u7531\u89c4\u5219\uff0cSalesforce\u4f1a\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u81ea\u52a8\u901a\u77e5\u63a8\u8350\u63a5\u6536\u4eba\u3002<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e186\" data-title=\"Example\"><span>\u62b5\u62bc\u8f6c\u4ecb\u5230\u96f6\u552e\u94f6\u884c\u62b5\u62bc\u90e8\u95e8\u7684Bob\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td class=\"entry\" headers=\"d439570e180\" data-title=\"Step in the referral flow\"><span>\u63a5\u53d7\u63a8\u8350<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e183\" data-title=\"How to complete the step\"><span>\u63a8\u8350\u7684\u63a5\u6536\u8005\u63a5\u53d7\uff0c\u62d2\u7edd\u6216\u91cd\u65b0\u5206\u914d\u5b83\u3002<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e186\" data-title=\"Example\"><span>\u9c8d\u52c3\u63a5\u53d7\u63a8\u8350\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td class=\"entry\" headers=\"d439570e180\" data-title=\"Step in the referral flow\"><span>\u4f18\u5148\u63a8\u8350<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e183\" data-title=\"How to complete the step\"><span>\u63a5\u6536\u8005\u6839\u636e\u5176\u7231\u56e0\u65af\u5766\u9886\u5148\u5f97\u5206\uff0c\u5f15\u8350\u5f97\u5206\uff08\u5728\u4e00\u5206\u949f\u5185\u83b7\u5f97\u66f4\u591a\u4fe1\u606f\uff09\u548c\u5f53\u524d\u5de5\u4f5c\u91cf\u6765\u786e\u5b9a\u5f15\u8350\u7684\u4f18\u5148\u7ea7\u3002<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e186\" data-title=\"Example\"><span>\u9c8d\u52c3\u770b\u7740\u745e\u5b89\u7684\u63a8\u8350\u5206\u6570\u3002\u7531\u4e8eRyan\u7684\u63a8\u8350\u7ecf\u5e38\u4f1a\u8f6c\u6362\uff0c\u56e0\u6b64\u4ed6\u7684\u63a8\u8350\u5f97\u5206\u5f88\u9ad8\u3002Bob\u610f\u8bc6\u5230Kiara\u662f\u4ed6\u73b0\u5728\u6700\u70ed\u95e8\u7684\u63a8\u8350\u4eba\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td class=\"entry\" headers=\"d439570e180\" data-title=\"Step in the referral flow\"><span>\u8f6c\u6362\u63a8\u8350<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e183\" data-title=\"How to complete the step\"><span>\u5982\u679c\u5ba2\u6237\u6709\u5174\u8da3\u5e76\u6709\u8d44\u683c\uff0c\u5219\u63a5\u6536\u8005\u4f1a\u5c06\u63a8\u8350\u8f6c\u4e3a\u673a\u4f1a\u3002\u5982\u6709\u5fc5\u8981\uff0cFinancial Services Cloud\u4f1a\u4e3a\u5ba2\u6237\u521b\u5efa\u4e00\u4e2a\u5e10\u6237\u548c\u8054\u7cfb\u8bb0\u5f55\uff0c\u5e76\u5c06\u5ba2\u6237\u5206\u914d\u7ed9\u4e00\u4e2a\u5bb6\u5ead\u3002\u5982\u679c\u5ba2\u6237\u4e0d\u60f3\u7ee7\u7eed\u524d\u8fdb\uff0c\u5219\u6536\u4ef6\u4eba\u5c06\u5173\u95ed\u5f15\u8350\u3002<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e186\" data-title=\"Example\"><span>\u9c8d\u52c3\u4e0eKiara\u5408\u4f5c\u3002\u4ed6\u786e\u4fdd\u5979\u6709\u5174\u8da3\u5e76\u6709\u8d44\u683c\u8d2d\u4e70\u62b5\u62bc\u8d37\u6b3e\u3002\u5979\u662f\uff0c\u6240\u4ee5\u9c8d\u52c3\u5c06\u63a8\u4ecb\u8f6c\u4e3a\u673a\u4f1a\u3002\u7531\u4e8e\u5f15\u8350\u8f6c\u6362\uff0cRyan\u7684\u5f15\u8350\u5206\u6570\u63d0\u9ad8\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td class=\"entry\" headers=\"d439570e180\" data-title=\"Step in the referral flow\"><span>\u8ddf\u8e2a\u548c\u5206\u6790\u63a8\u8350<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e183\" data-title=\"How to complete the step\"><span>\u4f7f\u7528\u62a5\u544a\u548c\u4eea\u8868\u677f\uff0c\u7528\u6237\u53ef\u4ee5\u8ddf\u8e2a\u73b0\u6709\u548c\u8fc7\u53bb\u7684\u63a8\u8350\u3002<\/span><\/td>\n<td class=\"entry\" headers=\"d439570e186\" data-title=\"Example\"><span>Jackie\u662fCumulus\u94f6\u884c\u7684\u7ecf\u7406\u3002\u5979\u8ddf\u8e2a\u73b0\u6709\u548c\u5c01\u95ed\u7684\u5f15\u8350\uff0c\u5f15\u8350\u7684\u8fdb\u5ea6\u4ee5\u53ca\u5f15\u8350\u8005\u7684\u5f15\u8350\u5206\u6570\u3002\u5979\u5f88\u9ad8\u5174\u770b\u5230Bob\u6709\u4e86\u65b0\u7684\u673a\u4f1a\uff0c\u5e76\u5728\u6b64\u8868\u793a\u611f\u8c22Ryan\u521b\u9020\u4e86\u5982\u6b64\u591a\u7684\u826f\u597d\u63a8\u8350\u3002<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"learn-about-referrals-lead-object\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"learn-about-referrals-lead-object\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading5\" class=\"helpHead2\"><span>\u63a2\u7d22\u6f5c\u5728\u5ba2\u6237\u548c\u63a8\u8350\u5bf9\u8c61<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>Matt\u77e5\u9053\u8f6c\u4ecb\u5bf9Cumulus Bank\u5ba2\u6237\u7684\u91cd\u8981\u6027\u4ee5\u53ca\u8f6c\u4ecb\u6240\u9075\u5faa\u7684\u751f\u547d\u5468\u671f\u3002\u4ed6\u770b\u5230\u5f15\u7528\u662f\u5728\u65b0\u7684Lead\u5bf9\u8c61\u4e0a\u5efa\u6a21\u7684\uff0c\u8be5\u5bf9\u8c61\u5df2\u7ecf\u6269\u5c55\u5e76\u91cd\u547d\u540d\u3002\u7ebf\u7d22\u5e26\u6765\u7684\u6240\u6709\u597d\u5904\u4e5f\u9002\u7528\u4e8e\u63a8\u8350\u3002\u8bf8\u5982\u7231\u56e0\u65af\u5766\u6f5c\u5728\u5ba2\u6237\u8bc4\u5206\uff0c\u6f5c\u5728\u5ba2\u6237\u8def\u7531\u548c\u5206\u914d\u4e4b\u7c7b\u7684\u5929\u8d4b\u3002<\/span><\/p>\n<p class=\"p\"><span>\u8fd9\u662fMatt\u6838\u5bf9\u7ec6\u8282\u7684\u65b9\u6cd5\u3002\u60a8\u4e5f\u53ef\u4ee5\u901a\u8fc7\u8ddf\u968fFinancial Services Cloud\u8bd5\u7528\u7ec4\u7ec7\u6765\u8fdb\u884c\u3002\u5982\u679c\u60a8\u6ca1\u6709\u5b89\u88c5\u514d\u8d39\u768430\u5929\u8bd5\u7528\u7248\u7ec4\u7ec7\uff0c\u8bf7\u53c2\u9605<\/span><span>Financial Services Cloud\u81ea\u5b9a\u4e49<\/span><span>\u6a21\u5757\u4ee5\u83b7\u53d6\u6709\u5173\u6ce8\u518c\u7684\u8be6\u7ec6\u4fe1\u606f\u3002<\/span><\/p>\n<div class=\"p\">\n<ol class=\"ol enumList\">\n<li class=\"li\"><span>\u5355\u51fb<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/intelligent-referrals-and-scoring-with-financial-services-cloud\/learn-about-referrals\/images\/53883122f709cd0cabf9c39044235731_setup.png\" alt=\"\u8bbe\u5b9a\" \/><span>\u5e76\u9009\u62e9<\/span><strong class=\"ph uicontrol\"><span>\u8bbe\u7f6e<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5355\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u5bf9\u8c61\u7ba1\u7406\u5668<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5728\u5bf9\u8c61\u5217\u8868\u4e2d\uff0c\u70b9\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u6f5c\u5728\u987e\u5ba2\u548c\u5f15\u8350<\/span><\/strong><span>\u3002<\/span>\n<p class=\"p\"><span>\u5982\u679c\u60a8\u6ca1\u6709\u6f5c\u5728\u5ba2\u6237\u548c\u63a8\u8350\u4eba\u9009\u9879\uff0c\u8bf7\u53c2\u9605\u300a<\/span><span>Financial Services Cloud\u7ba1\u7406\u5458\u6307\u5357\u300b<\/span><span>\u5e76\u6309\u7167\u6b65\u9aa4\u8fdb\u884c\u6dfb\u52a0\u3002<\/span><\/p>\n<\/li>\n<\/ol>\n<\/div>\n<p class=\"p\"><span>Matt\u719f\u6089\u6807\u51c6Lead\u5bf9\u8c61\uff0c\u5e76\u4e14\u4ed6\u77e5\u9053\u8fd9\u662f\u4e00\u4e2a\u4e0d\u9519\u7684\u8d77\u70b9\u3002\u56e0\u6b64\uff0c\u4ed6\u53bb\u4e86<\/span><span>\u5bf9\u8c61\u53c2\u8003<\/span><span>\u6587\u6863\u3002\u4ed6\u5237\u65b0\u4e86\u5bf9Lead\u5bf9\u8c61\u652f\u6301\u7684\u8c03\u7528\uff0c\u5b57\u6bb5\u4ee5\u53ca\u5982\u4f55\u4f7f\u7528\u5b83\u7684\u8be6\u7ec6\u4fe1\u606f\u7684\u77e5\u8bc6\u3002<\/span><\/p>\n<p class=\"p\"><span>\u91cd\u65b0\u8ba4\u8bc6Lead\u5bf9\u8c61\u540e\uff0c\u4ed6\u51b3\u5b9a\u5728Financial Services Cloud\u4e2d\u67e5\u770b\u65b0\u5b57\u6bb5\u3002\u4ed6\u7b7e\u51fa\u4e86\u300a<\/span><span>\u91d1\u878d\u670d\u52a1\u5f00\u53d1\u4eba\u5458\u6307\u5357\u300b\uff0c<\/span><span>\u4ee5\u83b7\u53d6\u6709\u5173\u6269\u5c55\u7684Lead\u5bf9\u8c61\u7684\u4fe1\u606f\u3002<\/span><\/p>\n<p class=\"p\"><span>\u9664\u4e86\u6807\u51c6\u6f5c\u5728\u5ba2\u6237\u5b57\u6bb5\u5916\uff0c\u4ed6\u8fd8\u53ef\u4ee5\u770b\u5230\u7528\u4e8e\u7ba1\u7406\u548c\u8ddf\u8e2a\u5f15\u8350\u7684\u81ea\u5b9a\u4e49\u5b57\u6bb5\u3002\u6267\u884c\u4ee5\u4e0b\u64cd\u4f5c\u7684\u5b57\u6bb5\u3002<\/span><\/p>\n<div class=\"p\">\n<ul class=\"ul bulletList\">\n<li class=\"li\"><strong class=\"ph b\"><span>\u6293\u4f4f\u5ba2\u6237\u8868\u8fbe\u7684\u5174\u8da3\u53ca\u5176\u4ef7\u503c\u3002<\/span><\/strong><span>\u4f8b\u5982\uff0c\u8f6c\u4ecb\u5438\u5f15\u4e86\u5ba2\u6237\u8d2d\u4e70\u4ef7\u503c500,000\u7f8e\u5143\u7684\u65b0\u62b5\u62bc\u8d37\u6b3e\u7684\u5174\u8da3\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u8ddf\u8e2a\u73b0\u6709\u5ba2\u6237\u7684\u9700\u6c42\u548c\u63a8\u8350\u3002<\/span><\/strong><span>\u4f8b\u5982\uff0cRyan\u8ba4\u4e3a\u73b0\u6709\u5ba2\u6237Rachel Adams\u5bf9\u62b5\u62bc\u8d37\u6b3e\u6709\u672a\u6e05\u6743\u76ca\u3002Ryan\u4e86\u89e3Rachel\u7684\u9700\u6c42\uff0c\u5e76\u4e86\u89e3\u5176\u4ed6\u4e1a\u52a1\u90e8\u95e8\u5982\u4f55\u6ee1\u8db3\u8fd9\u4e9b\u9700\u6c42\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u6839\u636e\u63a8\u8350\u4eba\u7684\u8d28\u91cf\u7ed9\u63a8\u8350\u4eba\u6253\u5206\u3002<\/span><\/strong><span>\u5206\u6570\u53ef\u5e2e\u52a9\u6536\u4ef6\u4eba\u786e\u5b9a\u5176\u63a8\u8350\u7684\u4f18\u5148\u7ea7\u3002\u4f8b\u5982\uff0c\u745e\u5b89\uff08Ryan\uff09\u7ecf\u5e38\u63a8\u8350\u5bfb\u627e\u62b5\u62bc\u8d37\u6b3e\u7684\u5ba2\u6237\uff0c\u800c\u4ed6\u7684\u63a8\u8350\u7ecf\u5e38\u4f1a\u8f6c\u5316\uff0c\u4ece\u800c\u4e3a\u4ed6\u8d62\u5f97\u4e86\u5f88\u9ad8\u7684\u63a8\u8350\u4eba\u5206\u6570\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u62a5\u544a\u60a8\u7684\u4e3b\u8981\u63a8\u8350\u4eba\u3002<\/span><\/strong><span>\u4f7f\u7528\u62a5\u544a\u6765\u8bc6\u522b\u548c\u9f13\u52b1\u63a8\u8350\u4eba\u3002\u4f8b\u5982\uff0c\u521b\u5efa\u6fc0\u52b1\u673a\u5236\u4ee5\u5956\u52b1\u548c\u57f9\u517b\u4e0e\u521b\u5efa\u6700\u9ad8\u8d28\u91cf\u63a8\u8350\u4eba\u7684\u63a8\u8350\u4eba\u7684\u5173\u7cfb\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<p class=\"p\"><span>\u73b0\u5728\uff0cMatt\u77e5\u9053\u4e86\u4ec0\u4e48\u662f\u63a8\u8350\uff0c\u4ee5\u53ca\u5982\u4f55\u901a\u8fc7Financial Services Cloud\u5bf9\u5176\u8fdb\u884c\u8ddf\u8e2a\u3002\u4ed6\u51c6\u5907\u5b66\u4e60\u5982\u4f55\u5728\u81ea\u5df1\u7684\u7ec4\u7ec7\u4e2d\u8bbe\u7f6e\u548c\u81ea\u5b9a\u4e49\u6d41\u7a0b\u3002<\/span><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807 \u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a \u89e3\u91ca\u4e3a\u4ec0\u4e48\u63a8\u8350\u5f88\u91cd\u8981\u3002 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