{"id":2965,"date":"2021-01-06T00:52:15","date_gmt":"2021-01-05T16:52:15","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2965"},"modified":"2021-01-06T00:52:15","modified_gmt":"2021-01-05T16:52:15","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-%e5%9c%a8%e7%bb%84%e7%bb%87%e4%b8%ad%e5%bc%80%e5%a7%8b%e4%bd%bf%e7%94%a8%e5%bc%95","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2965","title":{"rendered":"\u667a\u80fd\u63a8\u8350\u548c\u91d1\u878d\u670d\u52a1\u4e91\u8ba1\u5206 &#8211; \u5728\u7ec4\u7ec7\u4e2d\u5f00\u59cb\u4f7f\u7528\u5f15\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>\u5217\u51fa\u63a8\u8350\u6765\u6e90\u3002<\/span><\/li>\n<li class=\"li\"><span>\u63cf\u8ff0\u5982\u4f55\u81ea\u5b9a\u4e49\u7ec4\u7ec7\u4ee5\u4f7f\u5176\u66f4\u5bb9\u6613\u4ece\u4efb\u4f55\u5730\u65b9\u83b7\u53d6\u5f15\u8350\u3002<\/span><\/li>\n<li class=\"li\"><span>\u81ea\u5b9a\u4e49\u201c\u8868\u8fbe\u5174\u8da3\u201d\u9009\u62e9\u5217\u8868\uff0c\u4ee5\u66f4\u597d\u5730\u8ddf\u8e2a\u5ba2\u6237\u9700\u6c42\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"get-started-referrals-from-anywhere\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"get-started-referrals-from-anywhere\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading2\" class=\"helpHead2\"><span>\u6765\u81ea\u4efb\u4f55\u5730\u65b9\u7684\u63a8\u8350<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u4e00\u65e6\u786e\u5b9a\u4e86\u5ba2\u6237\u7684\u9700\u6c42\u6216\u5174\u8da3\uff0c\u5c31\u53ef\u4ee5\u5c06\u5176\u6355\u83b7\u4e3aFinancial Services Cloud\u4e2d\u7684\u63a8\u8350\u4eba\u3002\u4ece\u4e00\u4f4d\u987e\u95ee\u5230\u53e6\u4e00\u4f4d\u987e\u95ee\u7684\u63a8\u8350\u975e\u5e38\u7b80\u5355\u3002\u501f\u52a9Financial Services Cloud\uff0c\u8de8\u4e1a\u52a1\u7ebf\u7684\u63a8\u8350\u4e5f\u6613\u4e8e\u7ba1\u7406\u3002<\/span><\/p>\n<p class=\"p\"><span>\u8fd8\u8bb0\u5f97\u745e\u5b89\uff08Ryan\uff09\u4e3a\u5bf9\u62b5\u62bc\u8d37\u6b3e\u8868\u73b0\u51fa\u5174\u8da3\u7684\u5ba2\u6237\u521b\u5efa\u4e86\u8f6c\u4ecb\u5417\uff1fSalesforce\u53ef\u4ee5\u8f7b\u677e\u8ddf\u8e2a\u8be5\u63a8\u8350\u5e76\u5728\u4e24\u4e2a\u4e1a\u52a1\u90e8\u95e8\u4e4b\u95f4\u5171\u4eab\u5b83\u3002\u65e0\u9700\u91cd\u65b0\u8f93\u5165\u4efb\u4f55\u5ba2\u6237\u4fe1\u606f\u3002<\/span><\/p>\n<p class=\"p\"><span>\u73b0\u5728\uff0c\u60a8\u77e5\u9053\u4e86\u5982\u4f55\u4f7f\u4efb\u4f55\u4e1a\u52a1\u90e8\u95e8\u8f7b\u677e\u521b\u5efa\u540c\u4e00\u516c\u53f8\u4e2d\u53e6\u4e00\u4e1a\u52a1\u90e8\u95e8\u7684\u63a8\u8350\u4eba\u3002\u4e0b\u4e00\u6b65\u662f\u4ec0\u4e48\uff1f\u6765\u81ea\u6ee1\u610f\u7684\u5ba2\u6237\u548c\u5408\u4f5c\u4f19\u4f34\u7684\u652f\u6301\u63a8\u8350\u3002<\/span><\/p>\n<p class=\"p\"><span>\u60a8\u7684\u5408\u4f5c\u4f19\u4f34\u548c\u5ba2\u6237\u90fd\u76f4\u63a5\u4e86\u89e3\u60a8\u7684\u670d\u52a1\u7684\u4ef7\u503c\uff0c\u56e0\u6b64\u5b83\u4eec\u662f\u91cd\u8981\u7684\u4e1a\u52a1\u6765\u6e90\u3002\u60a8\u53ef\u4ee5\u901a\u8fc7\u81ea\u5b9a\u4e49\u516c\u53f8\u7684Salesforce\u793e\u533a\uff0c\u4f7f\u4ed6\u4eec\u8f7b\u677e\u5730\u5411\u60a8\u53d1\u9001\u5f15\u8350\uff0c\u4ee5\u4fbf\u4ed6\u4eec\u53ef\u4ee5\u5728\u6b64\u5904\u521b\u5efa\u5f15\u8350\u3002\u4f8b\u5982\uff0c\u96f7\u5207\u5c14\u00b7\u4e9a\u5f53\u65af\uff08Rachel Adams\uff09\u662fCumulus\u94f6\u884c\u7684\u73b0\u6709\u5ba2\u6237\u3002\u5979\u4f7f\u7528\u4ed6\u4eec\u7684\u793e\u533a\u6765\u63a8\u8350\u5979\u7684\u670b\u53cb\uff0c\u5927\u591a\u6570\u4eba\u6700\u7ec8\u521b\u5efa\u4e86\u4e00\u4e2a\u5e10\u6237\u3002\u8981\u4e86\u89e3\u6709\u5173Salesforce\u793e\u533a\u7684\u66f4\u591a\u4fe1\u606f\uff0c\u8bf7\u53c2\u9605<\/span><a class=\"xref\" href=\"https:\/\/trailhead.salesforce.com\/trails\/communities\" target=\"_blank\" rel=\"noopener\"><span>\u201c\u901a\u8fc7\u793e\u533a\u6269\u5c55\u60a8\u7684\u8986\u76d6\u8303\u56f4\u201d<\/span><\/a><span>\u8def\u5f84\u3002<\/span><\/p>\n<p class=\"p\"><span>\u9a6c\u7279\uff08Matt\uff09\u77e5\u9053\u4ed6\u7684\u540c\u4e8b\u559c\u6b22\u6240\u6709\u8fd9\u4e9b\u5f15\u8350\u6cdb\u6ee5\u7684\u60f3\u6cd5\uff0c\u56e0\u6b64\u4ed6\u51b3\u5b9a\u4e86\u89e3\u66f4\u591a\u4fe1\u606f\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"get-started-make-it-easy-to-create\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"get-started-make-it-easy-to-create\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading3\" class=\"helpHead2\"><span>\u8f7b\u677e\u521b\u5efa\u5f15\u8350<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u65e0\u8bba\u60a8\u662f\u94f6\u884c\u5bb6\uff0c\u51fa\u7eb3\u5458\uff0c\u987e\u95ee\uff0c\u5ba2\u6237\u8fd8\u662f\u5408\u4f19\u4eba\uff0c\u521b\u5efa\u63a8\u8350\u90fd\u4ec5\u9700\u5355\u51fb\u51e0\u4e0b\u3002\u901a\u8fc7\u4ee5\u4e0b\u65b9\u5f0f\u8bbe\u7f6e\u5f15\u8350\u521b\u5efa\u3002<\/span><\/p>\n<div class=\"p\">\n<ul class=\"ul bulletList\">\n<li class=\"li\"><strong class=\"ph b\"><span>\u4f5c\u4e3a\u5168\u7403\u884c\u52a8\u3002<\/span><\/strong><span>Salesforce\u5c06\u201c\u65b0\u6f5c\u5728\u5ba2\u6237\u548c\u5f15\u8350\u201d\u5b9a\u4e49\u4e3a\u5168\u5c40\u64cd\u4f5c\u3002\u60a8\u53ef\u4ee5\u5c06\u5176\u6dfb\u52a0\u5230\u652f\u6301\u5168\u5c40\u64cd\u4f5c\u7684\u4efb\u4f55\u9875\u9762\u4e0a-\u4e3b\u9875\uff0cChatter\u9009\u9879\u5361\uff0c\u5bf9\u8c61\u9875\u9762\u548c\u81ea\u5b9a\u4e49Lighting\u5e94\u7528\u7a0b\u5e8f\u9875\u9762\u3002\u5b9e\u9645\u4e0a\uff0c\u8fd9\u5c31\u662f\u6211\u4eec\u5c06\u201c\u65b0\u6f5c\u5728\u5ba2\u6237\u548c\u5f15\u8350\u201d\u64cd\u4f5c\u6dfb\u52a0\u5230\u5168\u5c40\u64cd\u4f5c\u83dc\u5355\u7684\u65b9\u5f0f\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u4f5c\u4e3a\u6807\u51c6\u52a8\u4f5c\u3002<\/span><\/strong><span>\u4f7f\u7528Lead\u5bf9\u8c61\u548cReferral\u8bb0\u5f55\u7c7b\u578b\u521b\u5efa\u6240\u9700\u8bb0\u5f55\u7684\u81ea\u5b9a\u4e49\u8bb0\u5f55\u3002\u4ece\u5217\u8868\u548c\u8bb0\u5f55\u9875\u9762\u8bbf\u95ee\u6807\u51c6\u64cd\u4f5c\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u5728\u4e00\u4e2a\u793e\u533a\u3002<\/span><\/strong><span>\u521b\u5efa\u793e\u533a\u540e\uff0c\u8bf7\u4f7f\u7528Experience Builder\u6765\u521b\u5efa\u7528\u4e8e\u521b\u5efa\u63a8\u8350\u7684\u8868\u5355\u3002\u5b8c\u6210\u540e\uff0c\u793e\u533a\u4e2d\u7684\u4efb\u4f55\u4eba\u90fd\u53ef\u4ee5\u8f7b\u677e\u521b\u5efa\u5f15\u8350\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"get-started-modify-expressed-interest-picklist\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"get-started-modify-expressed-interest-picklist\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading4\" class=\"helpHead2\"><span>\u4fee\u6539\u8868\u8fbe\u5174\u8da3\u9009\u62e9\u5217\u8868<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u63a8\u8350\u5e2e\u52a9\u60a8\u6ee1\u8db3\u5ba2\u6237\u9700\u6c42\u3002\u5ba2\u6237\u7684\u9700\u6c42\u79f0\u4e3a\u660e\u786e\u7684\u5174\u8da3\u3002\u8868\u8fbe\u5229\u76ca\u7684\u4f8b\u5b50\u5305\u62ec\u62b5\u62bc\uff0c\u4fe1\u7528\u5361\uff0c\u652f\u7968\u8d26\u6237\u6216\u6295\u8d44\u3002\u5f53\u60a8\u521b\u5efa\u65b0\u7684\u6f5c\u5728\u5ba2\u6237\u548c\u63a8\u8350\u4eba\u65f6\uff0c\u6240\u6709\u8fd9\u4e9b\u9009\u9879\u90fd\u5728\u201c\u8868\u8fbe\u7684\u5174\u8da3\u201d\u9009\u62e9\u5217\u8868\u4e2d\u3002\u5982\u679c\u60a8\u7684\u5ba2\u6237\u5bf9\u9ed8\u8ba4\u9009\u62e9\u5217\u8868\u4e2d\u6ca1\u6709\u7684\u5185\u5bb9\u611f\u5174\u8da3\u600e\u4e48\u529e\uff1f\u901a\u8fc7\u6dfb\u52a0\uff08\u6216\u5220\u9664\uff09\u5174\u8da3\u6765\u81ea\u5b9a\u4e49\u5217\u8868\u3002<\/span><\/p>\n<p class=\"p\"><span>\u8ba9\u6211\u4eec\u6765\u770b\u4e00\u4e2aMatt\u7684\u4f8b\u5b50\u3002\u4ed6\u7684\u8d22\u52a1\u987e\u95ee\u544a\u8bc9\u4ed6\uff0c\u4ed6\u4eec\u5df2\u7ecf\u5f00\u59cb\u4e3e\u529e\u6709\u5173\u8d22\u52a1\u7ba1\u7406\u548c\u623f\u5730\u4ea7\u89c4\u5212\u7684\u7814\u8ba8\u4f1a\u3002\u7ed3\u679c\uff0c\u4ed6\u4eec\u4ece\u8868\u8fbe\u4e86\u5bf9\u623f\u5730\u4ea7\u89c4\u5212\u5174\u8da3\u7684\u5ba2\u6237\u90a3\u91cc\u83b7\u5f97\u4e86\u66f4\u591a\u7ebf\u7d22\u3002\u9057\u4ea7\u89c4\u5212\u76ee\u524d\u4e0d\u5c5e\u4e8e\u201c\u8868\u8fbe\u7684\u5174\u8da3\u201d\u9009\u62e9\u5217\u8868\u3002\u8fd9\u662fMatt\u6dfb\u52a0\u65b9\u5f0f\u7684\u65b9\u6cd5\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\/get-started-with-referrals-in-your-org\/images\/53883122f709cd0cabf9c39044235731_setup.png\" alt=\"\u8bbe\u5b9a\" \/><span>\u5e76\u9009\u62e9\u00a0<\/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>\u5411\u4e0b\u6eda\u52a8\u5e76\u9009\u62e9<\/span><strong class=\"ph uicontrol\"><span>\u7ebf\u7d22\u548c\u5f15\u8350<\/span><\/strong><span>\uff0c\u7136\u540e\u9009\u62e9<\/span><strong class=\"ph uicontrol\"><span>\u00a0\u5b57\u6bb5\u548c\u5173\u7cfb<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5411\u4e0b\u6eda\u52a8\u5e76\u9009\u62e9\u201c<\/span><strong class=\"ph uicontrol\"><span>\u8868\u8fbe\u7684\u5174\u8da3\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5411\u4e0b\u6eda\u52a8\u5230\u201c\u503c\u201d\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong class=\"ph uicontrol\"><span>\u67e5\u770b\u4ea7\u54c1\u5217\u8868\u503c\u96c6\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u70b9\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u65b0\u5efa<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5728\u4ea7\u54c1\u5217\u8868\u6587\u672c\u6846\u4e2d\uff0c\u8f93\u5165<\/span><kbd class=\"ph userinput\">Estate Planning<\/kbd><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u4e3a\u786e\u4fdd\u65b0\u9879\u76ee\u968f\u5904\u53ef\u89c1\uff0c\u8bf7\u5355\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u5c06\u65b0\u9009\u62e9\u5217\u8868\u503c\u6dfb\u52a0\u5230\u4f7f\u7528\u6b64\u5168\u5c40\u503c\u96c6\u7684\u6240\u6709\u8bb0\u5f55\u7c7b\u578b<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u70b9\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<\/div>\n<p class=\"p\"><span>\u5b8c\u6210\u540e\uff0cMatt\u6b23\u8d4f\u65b0\u7684\u4ef7\u503c\u3002<\/span><\/p>\n<div class=\"p\">\n<ol class=\"ol enumList\">\n<li class=\"li\"><span>\u5728\u5e94\u7528\u542f\u52a8\u5668\u4e2d\uff0c\u9009\u62e9<\/span><strong class=\"ph uicontrol\"><span>\u8d22\u5bcc\u7ba1\u7406<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5728\u5bfc\u822a\u680f\u4e2d\uff0c\u9009\u62e9\u9500\u552e<\/span><strong class=\"ph uicontrol\"><span>\u7ebf\u7d22\u548c\u5f15\u8350<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u00a0<\/span><strong class=\"ph uicontrol\"><span>\u65b0\u5efa<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5728\u201c\u65b0\u5efa\u6f5c\u5728\u5ba2\u6237\u548c\u5f15\u8350\u201d\u5bf9\u8bdd\u6846\u4e2d\uff0c\u9009\u62e9\u201c<\/span><strong class=\"ph uicontrol\"><span>\u4eba\u5458\u5f15\u8350\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong class=\"ph uicontrol\"><span>\u4e0b\u4e00\u6b65\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u6253\u5f00\u201c<\/span><strong class=\"ph uicontrol\"><span>\u8868\u8fbe\u7684\u5174\u8da3\u201d<\/span><\/strong><span>\u9009\u62e9\u5217\u8868\uff0c\u7136\u540e\u5411\u4e0b\u6eda\u52a8\u4ee5\u67e5\u770b\u201c\u9057\u4ea7\u89c4\u5212\u201d\u3002<\/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\/get-started-with-referrals-in-your-org\/images\/82ac96d459dd3ea6dbd8a24ea449fb70_referral_2.png\" alt=\"\u201c\u65b0\u5efa\u6f5c\u5728\u5ba2\u6237\u548c\u5f15\u8350\u201d\u5bf9\u8bdd\u6846\u5728\u201c\u8868\u8fbe\u7684\u5174\u8da3\u201d\u9009\u62e9\u5217\u8868\u4e0a\u663e\u793a\u4e86\u201c\u9057\u4ea7\u89c4\u5212\u201d\u3002\" \/><\/li>\n<\/ol>\n<\/div>\n<p 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