{"id":2969,"date":"2021-01-06T00:53:50","date_gmt":"2021-01-05T16:53:50","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2969"},"modified":"2021-01-06T00:53:50","modified_gmt":"2021-01-05T16:53:50","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%a2%9e%e5%8e%8b%e8%b7%a8%e5%9b%a2%e9%98%9f%e5%8d%8f%e4%bd%9c","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2969","title":{"rendered":"\u667a\u80fd\u63a8\u8350\u548c\u91d1\u878d\u670d\u52a1\u4e91\u8ba1\u5206 &#8211; \u589e\u538b\u8de8\u56e2\u961f\u534f\u4f5c"},"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>\u63cf\u8ff0\u5982\u4f55\u914d\u7f6e\u5f15\u8350\u5206\u914d\u548c\u7535\u5b50\u90ae\u4ef6\u901a\u77e5\u3002<\/span><\/li>\n<li class=\"li\"><span>\u63cf\u8ff0\u5982\u4f55\u914d\u7f6e\u63a8\u8350\u6279\u51c6\uff0c\u62d2\u7edd\u548c\u81ea\u52a8\u901a\u77e5\u6d41\u7a0b\u3002<\/span><\/li>\n<li class=\"li\"><span>\u667a\u80fd\u5730\u786e\u5b9a\u5f15\u8350\u7684\u4f18\u5148\u7ea7\u3002<\/span><\/li>\n<li class=\"li\"><span>\u8f6c\u6362\u5f15\u8350\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"supercharge-customize-assignment\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"supercharge-customize-assignment\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading2\" class=\"helpHead2\"><span>\u81ea\u5b9a\u4e49\u5f15\u8350\u5206\u914d<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u4ea7\u751f\u5927\u91cf\u63a8\u8350\u662f\u5f88\u68d2\u7684\u3002\u62e5\u6709\u5b83\u4eec\u540e\uff0c\u8bf7\u786e\u4fdd\u5c06\u5b83\u4eec\u5206\u914d\u7ed9\u5408\u9002\u7684\u4eba\u3002\u5426\u5219\uff0c\u60a8\u53ef\u80fd\u4f1a\u4ee4\u5ba2\u6237\u5931\u671b\u3002\u8fd8\u8bb0\u5f97\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u745e\u5b89\uff08Ryan\uff09\u4e3a\u96f6\u552e\u94f6\u884c\u7684\u9c8d\u52c3\uff08Bob\uff09\u63a8\u8350\u4eba\u7684\u65f6\u5019\u5417\uff1f\u745e\u5b89\uff08Ryan\uff09\u5c06\u63a8\u8350\u4eba\u5206\u914d\u7ed9\u6700\u80fd\u7ba1\u7406\u6f5c\u5728\u5ba2\u6237\u7684\u4eba-\u62b5\u62bc\u4e13\u5bb6\u3002<\/span><\/p>\n<p class=\"p\"><span>\u521b\u5efa\u5f15\u8350\u540e\uff0c\u60a8\u5982\u4f55\u786e\u5b9a\u5176\u53bb\u5411\uff1f\u901a\u8fc7\u8bbe\u7f6e\u5206\u914d\u89c4\u5219\u4ee5\u5c06\u5f15\u8350\u5206\u914d\u7ed9\u7279\u5b9a\u7684\u4eba\uff08\u4f8b\u5982Bob\uff09\u6216\u961f\u5217\uff08\u4f8b\u5982\u62b5\u62bc\u5f15\u8350\u961f\u5217\uff09\u3002<\/span><\/p>\n<p class=\"p\"><span>\u9a6c\u7279\u4e0e\u6bcf\u4f4d\u63a5\u53d7\u63a8\u8350\u7684\u4e1a\u52a1\u90e8\u95e8\u7684\u7ecf\u7406\u8fdb\u884c\u5bf9\u8bdd\u3002\u4ed6\u4eec\u544a\u8bc9\u4ed6\uff0c\u5411\u90e8\u95e8\u5185\u7684\u7279\u5b9a\u4eba\u5458\u5206\u914d\u63a8\u8350\u4eba\u4e0d\u662f\u4e00\u4e2a\u597d\u4e3b\u610f\u3002\u76f8\u53cd\uff0c\u4ed6\u4eec\u66f4\u559c\u6b22\u5728\u961f\u5217\u4e2d\u63a5\u6536\u8f6c\u4ecb\uff0c\u56e0\u6b64\u7ecf\u7406\u53ef\u4ee5\u5c06\u6bcf\u4e2a\u8f6c\u4ecb\u5206\u914d\u7ed9\u5177\u6709\u6700\u591a\u65f6\u95f4\u548c\u7ecf\u9a8c\u7684\u5458\u5de5\u3002<\/span><\/p>\n<p class=\"p\"><span>\u9700\u8981\u4ec0\u4e48\u961f\u5217\uff1f\u5bf9\u62b5\u62bc\u8d37\u6b3e\u611f\u5174\u8da3\u7684\u5ba2\u6237\u53ef\u4ee5\u53bb\u62b5\u62bc\u8d37\u6b3e\u90e8\u95e8\u3002\u5bf9\u9000\u4f11\u8ba1\u5212\u611f\u5174\u8da3\u7684\u5ba2\u6237\u53ef\u4ee5\u524d\u5f80\u8d22\u5bcc\u7ba1\u7406\u90e8\u95e8\u3002\u7b49\u7b49\u3002<\/span><\/p>\n<p class=\"p\"><span>Matt\u4e3a\u8be5\u8fc7\u7a0b\u521b\u5efa\u4e86\u4e00\u4e2a\u6e05\u5355\u3002\u4ed6\u4ece\u9ad8\u5c42\u6b21\u5f00\u59cb\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\/supercharge-cross-team-collaboration\/images\/0e690a21038573567edd7e7901cf05a3_process_gif.gif\" alt=\"\u968f\u9644\u7684gif\u8bf4\u660e\u521b\u5efa\u5f15\u8350\u961f\u5217\u7684\u8fc7\u7a0b\" \/><\/p>\n<p class=\"p\"><span>\u7136\u540e\uff0c\u4ed6\u6dfb\u52a0\u4e86\u8be6\u7ec6\u4fe1\u606f\u3002\u8fd9\u662f\u4ed6\u7684\u6e05\u5355\u3002<\/span><\/p>\n<div class=\"p\">\n<ol class=\"ol enumList\">\n<li class=\"li\"><span>\u4e3a\u6bcf\u4e2a\u961f\u5217\u8bbe\u7f6e\u4e00\u4e2a\u7535\u5b50\u90ae\u4ef6\u5e10\u6237\u548c\u7535\u5b50\u90ae\u4ef6\u6a21\u677f\u3002<\/span>\n<ol class=\"ol enumList\" type=\"a\">\n<li class=\"li\"><span>Matt\u4f7f\u7528\u4ed6\u7684\u7535\u5b50\u90ae\u4ef6\u7a0b\u5e8f\u5c06\u7b2c\u4e00\u4e2a\u5e10\u6237\u8bbe\u7f6e\u4e3a\uff1a\u00a0<\/span><kbd class=\"ph userinput\">mortgages@example.cumulus.com<\/kbd><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>Matt\u4e3a\u961f\u5217<\/span><span>\u8bbe\u7f6e\u4e86\u7535\u5b50\u90ae\u4ef6\u6a21\u677f<\/span><span>\u3002\u4ed6\u7ed9\u5b83\u8d77\u4e86\u540d\u5b57<\/span><kbd class=\"ph userinput\">Leads: New lead notification<\/kbd><span>\u3002<\/span><\/li>\n<\/ol>\n<\/li>\n<li class=\"li\"><span>\u4e3a\u6bcf\u4e2a\u961f\u5217\u521b\u5efa\u4e00\u4e2a\u7528\u6237\uff0c\u5e76\u4e3a\u5176\u5206\u914d\u7535\u5b50\u90ae\u4ef6\u5730\u5740\u3002<\/span>\n<p class=\"p\"><span>Matt\u547d\u540d\u7b2c\u4e00\u4e2a\u7528\u6237\uff1a\u00a0<\/span><kbd class=\"ph userinput\">MortgageDepartment<\/kbd><span>\u3002<\/span><\/p>\n<\/li>\n<li class=\"li\"><span>\u521b\u5efa\u961f\u5217<\/span><span>\u3002<\/span>\n<p class=\"p\"><span>\u5bf9\u4e8e\u4ed6\u7684\u62b5\u62bc\u8d37\u6b3e\u961f\u5217\uff0cMatt\u4f7f\u7528\u4ee5\u4e0b\u503c\u3002<\/span><\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><span>\u6807\u7b7e\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Mortgage Queue<\/kbd><\/li>\n<li class=\"li\"><span>\u961f\u5217\u540d\u79f0\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Mortgage_Queue<\/kbd><\/li>\n<li class=\"li\"><span>\u961f\u5217\u7535\u5b50\u90ae\u4ef6\uff1a\uff08<\/span><kbd class=\"ph userinput\">mortgages@example.cumulus.com\u00a0<\/kbd><span>\u4ed6\u9996\u5148\u8bbe\u7f6e\u597d\u4e86\uff09<\/span><\/li>\n<li class=\"li\"><span>\u9009\u5b9a\u7684\u5bf9\u8c61\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Lead and Referral<\/kbd><\/li>\n<li class=\"li\"><span>\u9009\u5b9a\u7684\u6210\u5458\uff1aMatt\u62e5\u6709\u8bbf\u95ee\u6309\u63ed\u90e8\u95e8\u7ecf\u7406\u63d0\u4f9b\u7684\u6b64\u961f\u5217\u7684\u5458\u5de5\u5217\u8868\u3002<\/span><\/li>\n<\/ul>\n<\/li>\n<li class=\"li\"><span>\u521b\u5efa\u9500\u552e\u7ebf\u7d22\u5206\u914d\u89c4\u5219<\/span><span>\u3002<\/span>\n<p class=\"p\"><span>Matt\u4f7f\u7528\u4ee5\u4e0b\u503c\u6765\u6307\u5b9a\u5f15\u7528\u7684\u5206\u914d\u4f4d\u7f6e\u3002<\/span><\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><span>\u89c4\u5219\u540d\u79f0\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Assign Mortgage Referrals<\/kbd>\n<div class=\"box message info\">\n<div class=\"inner\">\n<div class=\"bd\">\n<div class=\"media\"><img decoding=\"async\" class=\"img mtm\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/intelligent-referrals-and-scoring-with-financial-services-cloud\/supercharge-cross-team-collaboration\/images\/c4d9ef0c272016519cf3740a5172d683_icon_note.png\" alt=\"\u6ce8\u610f\" \/><\/p>\n<div class=\"mediaBd\">\n<h4 class=\"mbs\"><span>\u6ce8\u610f<\/span><\/h4>\n<p><span>\u4ed6\u8fd8\u9009\u62e9\u4e86\u00a0<\/span><strong class=\"ph uicontrol\"><span>\u6d3b\u52a8<\/span><\/strong><span>\u590d\u9009\u6846\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<li class=\"li\"><span>\u5bf9\u4e8e\u89c4\u5219\u6761\u76ee\uff1a<\/span>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><span>\u6392\u5e8f\uff1a\u00a0<\/span><kbd class=\"ph userinput\">1<\/kbd><\/li>\n<li class=\"li\"><span>\u9886\u57df\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Lead: Expressed Interest<\/kbd><\/li>\n<li class=\"li\"><span>\u64cd\u4f5c\u5458\uff1a\u00a0<\/span><kbd class=\"ph userinput\">equals<\/kbd><\/li>\n<li class=\"li\"><span>\u503c\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Mortgage<\/kbd><\/li>\n<li class=\"li\"><span>\u961f\u5217\uff1a\uff08<\/span><kbd class=\"ph userinput\">Mortgage Queue<\/kbd><span>\u597d\u4e1c\u897f\u4ed6\u5df2\u7ecf\u8bbe\u7f6e\u597d\u4e86\uff09<\/span><\/li>\n<li class=\"li\"><span>\u7535\u5b50\u90ae\u4ef6\u8303\u672c\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Leads: New lead notification<\/kbd><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"li\"><span>\u8bbe\u7f6e\u5b83\uff0c\u4ee5\u4fbf<\/span><strong class=\"ph uicontrol\"><span>\u5206\u914d\u4f7f\u7528\u4e3b\u52a8\u5206\u914d\u89c4\u5219<\/span><\/strong><span>\u88ab<\/span><span>\u9ed8\u8ba4\u9009\u4e2d<\/span><span>\u521b\u5efa\u8f6c\u8bca\u65f6\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5bf9\u201c\u8868\u8fbe\u7684\u5174\u8da3\u201d\u9009\u62e9\u5217\u8868\u4e2d\u7684\u6bcf\u4e2a\u9879\u76ee<strong class=\"ph b\">\u91cd\u590d<\/strong>\u8be5\u8fc7\u7a0b\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5750\u4e0b\u6765\uff0c\u770b\u770b\u5f15\u8350\u5230\u6b63\u786e\u7684\u4eba\uff01<\/span><\/li>\n<\/ol>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"supercharge-customize-acceptance\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"supercharge-customize-acceptance\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading3\" class=\"helpHead2\"><span>\u81ea\u5b9a\u4e49\u63a8\u8350\u63a5\u53d7<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>Financial Services Cloud\u5206\u914d\u63a8\u8350\u540e\u4f1a\u600e\u6837\uff1f\u6536\u4ef6\u4eba\u6267\u884c\u4ee5\u4e0b\u64cd\u4f5c\u4e4b\u4e00\u3002<\/span><\/p>\n<div class=\"p\">\n<ul class=\"ul bulletList\">\n<li class=\"li\"><span>\u63a5\u53d7\u63a8\u8350\u5e76\u5f00\u59cb\u5de5\u4f5c<\/span><\/li>\n<li class=\"li\"><span>\u62d2\u7edd\u5f15\u8350\u5e76\u5c06\u5176\u53d1\u9001\u56de\u5f15\u8350\u4ee5\u83b7\u5f97\u66f4\u591a\u4fe1\u606f<\/span><\/li>\n<\/ul>\n<\/div>\n<p class=\"p\"><span>\u8981\u81ea\u5b9a\u4e49\u6536\u4ef6\u4eba\u5982\u4f55\u63a5\u53d7\u63a8\u8350\uff0c\u60a8\u53ef\u4ee5\u8bbe\u7f6e<\/span><span>\u6279\u51c6\u6d41\u7a0b<\/span><span>\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"supercharge-prioritize\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"supercharge-prioritize\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading4\" class=\"helpHead2\"><span>\u4f18\u5148\u4ecb\u7ecd<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u5f15\u8350\u8fdb\u5c55\u987a\u5229\u3002\u5b83\u5df2\u88ab\u521b\u5efa\uff0c\u5206\u914d\u548c\u63a5\u53d7\u3002\u73b0\u5728\uff0c\u987e\u95ee\u6216\u4e2a\u4eba\u94f6\u884c\u5bb6\u5df2\u51c6\u5907\u5c31\u7eea\uff0c\u53ef\u4ee5\u5f00\u59cb\u5bf9\u6b64\u8fdb\u884c\u7814\u7a76\u3002\u4f46\u662f\u63a8\u8350\u53ea\u662f\u4f17\u591a\u63a8\u8350\u4e4b\u4e00\u3002\u60a8\u5982\u4f55\u77e5\u9053\u9996\u5148\u5904\u7406\u54ea\u4e2a\u63a8\u8350\uff1f\u5982\u679c\u53ea\u6709\u4e00\u79cd\u795e\u5947\u7684\u5de5\u5177\u53ef\u4ee5\u67e5\u770b\u6bcf\u4e2a\u5f15\u8350\u5e76\u786e\u5b9a\u6700\u6709\u53ef\u80fd\u8f6c\u6362\u7684\u5de5\u5177\u3002<\/span><\/p>\n<div class=\"p\"><span>\u8ba4\u8bc6\u7231\u56e0\u65af\u5766\u9996\u5e2d\u8bc4\u5206\u3002\u6b64\u529f\u80fd\u53ef\u6839\u636e\u8fc7\u53bb\u7684\u76f8\u4f3c\u63a8\u4ecb\u6765\u8ba1\u7b97\u63a8\u4ecb\u7684\u8f6c\u5316\u53ef\u80fd\u6027\u3002\u60a8\u83b7\u5f97\u7684\u63a8\u8350\u6b21\u6570\u8d8a\u591a\uff0c\u7cfb\u7edf\u5b66\u4e60\u7684\u5185\u5bb9\u5c31\u8d8a\u591a\uff0c\u56e0\u6b64\u6f5c\u5728\u5ba2\u6237\u5206\u6570\u53ea\u4f1a\u8d8a\u6765\u8d8a\u9ad8\u3002<\/span><\/p>\n<div class=\"box message info\">\n<div class=\"inner\">\n<div class=\"bd\">\n<div class=\"media\"><img decoding=\"async\" class=\"img mtm\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/intelligent-referrals-and-scoring-with-financial-services-cloud\/supercharge-cross-team-collaboration\/images\/c4d9ef0c272016519cf3740a5172d683_icon_note.png\" alt=\"\u6ce8\u610f\" \/><\/p>\n<div class=\"mediaBd\">\n<h4 class=\"mbs\"><span>\u6ce8\u610f<\/span><\/h4>\n<p><span>\u6b64\u529f\u80fd\u9700\u8981Sales Cloud Einstein\u8bb8\u53ef\u8bc1\uff0c\u8be5\u8bb8\u53ef\u8bc1\u9700\u8981\u989d\u5916\u4ed8\u8d39\u624d\u80fd\u4f7f\u7528\uff1a<\/span><strong class=\"ph b\"><span>Enterprise<\/span><\/strong><span>\uff0c\u00a0<\/span><strong class=\"ph b\"><span>Performance<\/span><\/strong><span>\u548c<\/span><strong class=\"ph b\"><span>Unlimited<\/span><\/strong><span>\u00a0Editions\u3002\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p class=\"p\"><span>\u60a8\u53ef\u4ee5\u5728\u5217\u8868\u89c6\u56fe\u4e2d\u67e5\u770b\u5f15\u8350\u5f97\u5206\uff0c\u8303\u56f4\u662f0\u5230100\u3002\u8fd8\u8bb0\u5f97Kiara Shah\u5417\uff1f\u5979\u88ab\u8f6c\u4ecb\u5230Cumulus\u94f6\u884c\u4ee5\u5bfb\u6c42\u62b5\u62bc\u3002\u8fd9\u662fKiara\u5728\u9996\u9875\u4e0a\u5f97\u5206\u7684\u793a\u4f8b\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\/supercharge-cross-team-collaboration\/images\/17b2e4e453f030953c201c109a92479f_referral_3.png\" alt=\"\u5728\u201c\u5206\u914d\u7ed9\u6211\u7684\u5f15\u8350\u201d\u78c1\u8d34\u4e2d\u5177\u6709\u9886\u5148\u5f97\u5206\u7684\u4e3b\u9875\uff0c\u7a81\u51fa\u663e\u793a\u4e86Kiara\u7684\u9886\u5148\u5f97\u520675\u3002\" \/><\/p>\n<p class=\"p\"><span>\u5f53\u60a8\u5728\u201c\u6f5c\u5728\u987e\u5ba2\u548c\u63a8\u8350\u4eba\u201d\u9875\u9762\u4e0a\u66f4\u4ed4\u7ec6\u5730\u67e5\u770b\u63a8\u8350\u4eba\u65f6\uff0c\u60a8\u4f1a\u770b\u5230\u6709\u5173\u5206\u6570\u7684\u8be6\u7ec6\u4fe1\u606f\u3002\u6f5c\u5728\u5ba2\u6237\u5f97\u5206\u56fe\u5757\u5411\u60a8\u663e\u793a\u63a8\u8350\u4eba\u4e3a\u4ec0\u4e48\u6536\u5230\u5176\u5f97\u5206\u3002\u4f8b\u5982\uff0c\u6765\u81ea\u9876\u7ea7\u63a8\u8350\u4eba\u7684\u5177\u6709\u5b8c\u6574\u4fe1\u606f\u7684\u63a8\u8350\u4eba\u5f97\u5206\u5f88\u9ad8\u3002\u6765\u81ea\u672a\u77e5\u6765\u6e90\u7684\u4e0d\u5b8c\u6574\u63a8\u8350\u5177\u6709\u8f83\u4f4e\u7684\u63a8\u8350\u7387\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\/supercharge-cross-team-collaboration\/images\/959859210b080f9ef9ace626565b8648_referral_4.png\" alt=\"\u96f7\u5207\u5c14\u00b7\u4e9a\u5f53\u65af\uff08Rachel Adams\uff09\u7684\u9875\u9762\u4e0a\u7a81\u51fa\u663e\u793a\u4e86\u7231\u56e0\u65af\u5766\uff08Einstein\uff09\u78c1\u8d34\uff0c\u663e\u793a\u9886\u5148\u5f97\u5206\u4e3a92\u3002\" \/><\/p>\n<\/div>\n<\/div>\n<div id=\"supercharge-convert\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"supercharge-convert\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading5\" class=\"helpHead2\"><span>\u8f6c\u6362\u63a8\u8350<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u63a8\u8350\u4eba\u5408\u683c\u540e\uff0c\u5373\u53ef\u8fdb\u884c\u8f6c\u6362\u3002\u63a8\u8350\u4eba\u51c6\u5907\u8fdb\u884c\u8f6c\u6362\u7684\u5177\u4f53\u6b65\u9aa4\u53d6\u51b3\u4e8e\u60a8\u7684\u4e1a\u52a1\u9700\u6c42\u3002\u5e38\u89c1\u7684\u8d44\u683c\u9a8c\u8bc1\u6b65\u9aa4\u5305\u62ec\u786e\u8ba4\u5ba2\u6237\u5174\u8da3\uff0c\u586b\u5199\u6240\u6709\u5ba2\u6237\u4fe1\u606f\u6216\u5bf9\u5ba2\u6237\u8fdb\u884c\u62b5\u62bc\u8d44\u683c\u9884\u5ba1\u3002<\/span><\/p>\n<p class=\"p\"><span>\u8fd9\u662f\u5c06\u63a8\u8350\u4eba\u8f6c\u6362\u4e3a\u673a\u4f1a\u6216\u65b0\u5ba2\u6237\u7684\u65b9\u6cd5\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<\/span><strong class=\"ph uicontrol\"><span>\u7ebf\u7d22\u548c\u5f15\u8350<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5982\u679c\u627e\u4e0d\u5230\u6240\u9700\u7684\u63a8\u8350\u4eba\uff0c\u8bf7\u4ece\u201c\u6f5c\u5728\u987e\u5ba2\u548c\u63a8\u8350\u4eba\u201d\u9009\u62e9\u5217\u8868\u4e2d\u9009\u62e9\u201c<\/span><strong class=\"ph uicontrol\"><span>\u6240\u6709\u672a\u5b8c\u6210<\/span><\/strong><span>\u7684\u6f5c\u5728\u987e\u5ba2\u548c\u63a8\u8350\u4eba\u201d\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5355\u51fb\u60a8\u8981\u8f6c\u6362\u7684\u5f15\u8350\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5728\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u4e0a\uff0c\u4ece\u201c\u5feb\u901f\u64cd\u4f5c\u201d\u9009\u62e9\u5217\u8868\u4e2d\u9009\u62e9\u201c<\/span><strong class=\"ph uicontrol\"><span>\u8f6c\u6362<\/span><\/strong><span>\u201d\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5982\u679c\u5ba2\u6237\u5df2\u7ecf\u6709\u4e00\u4e2a\u5e10\u6237\uff0c\u8bf7\u5355\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u201c\u9009\u62e9\u73b0\u6709<\/span><\/strong><span>\u5e10\u6237<strong class=\"ph uicontrol\">\u201d<\/strong>\u5e76\u641c\u7d22\u8be5\u5e10\u6237\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5982\u679c\u662f\u65b0\u5ba2\u6237\uff0c\u8bf7\u9009\u62e9\u201c<\/span><strong class=\"ph uicontrol\"><span>\u65b0\u5efa\u201d<\/span><\/strong><span>\u5e76\u586b\u5199\u6240\u9700\u4fe1\u606f\u3002<\/span><\/li>\n<li class=\"li\"><span>\u70b9\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u8f6c\u6362<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<\/div>\n<p class=\"p\"><span>\u5982\u679c\u662f\u65b0\u5ba2\u6237\uff0cFinancial Services Cloud\u4f1a\u521b\u5efa\u4e00\u4e2a\u65b0\u5e10\u6237\u548c\u8054\u7cfb\u8bb0\u5f55\uff0c\u5e76\u4f7f\u7528\u5f15\u8350\u4e2d\u5305\u542b\u7684\u4fe1\u606f\u8fdb\u884c\u586b\u5199\u3002\u5b83\u8fd8\u5305\u62ec\u539f\u59cb\u5f15\u8350\u6765\u6e90\u7f51\u5740\u7684\u540d\u79f0\u3002\u6bd5\u7adf\uff0c\u8ddf\u8e2a\u60a8\u7684\u63a8\u8350\u4eba\u662f\u4e00\u4ef6\u597d\u4e8b\u3002<\/span><\/p>\n<p class=\"p\"><span>Matt\u9075\u5faa\u4e86\u81ea\u5b9a\u4e49\u4ece\u521b\u5efa\u5230\u8f6c\u6362\u7684\u5f15\u7528\u8fc7\u7a0b\u7684\u6b65\u9aa4\uff0c\u5305\u62ec\u63a5\u53d7\uff0c\u5206\u914d\uff0c\u786e\u5b9a\u4f18\u5148\u7ea7\u548c\u8f6c\u6362\u3002\u4ed6\u51c6\u5907\u5b66\u4e60\u5982\u4f55\u8ddf\u8e2a\u7cfb\u7edf\u4e2d\u7684\u6240\u6709\u5f15\u8350\u548c\u5f15\u8350\u6765\u6e90\u7f51\u5740\uff0c\u4ee5\u4fbf\u5728\u66f4\u5927\u7684\u8303\u56f4\u5185\u67e5\u770b\u5185\u5bb9\u3002<\/span><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807 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