{"id":2972,"date":"2021-01-06T00:55:35","date_gmt":"2021-01-05T16:55:35","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2972"},"modified":"2021-01-06T00:55:35","modified_gmt":"2021-01-05T16:55:35","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-%e8%b7%9f%e8%b8%aa%e6%8e%a8%e8%8d%90%e6%b4%bb%e5%8a%a8%e5%92%8c%e6%82%a8%e7%9a%84","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2972","title":{"rendered":"\u667a\u80fd\u63a8\u8350\u548c\u91d1\u878d\u670d\u52a1\u4e91\u8ba1\u5206 &#8211; \u8ddf\u8e2a\u63a8\u8350\u6d3b\u52a8\u548c\u60a8\u7684\u63a8\u8350\u4eba"},"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>\u81ea\u5b9a\u4e49\u4e3b\u9875\u4ee5\u67e5\u770b\u6240\u9700\u7684\u63a8\u8350\u4fe1\u606f\u3002<\/span><\/li>\n<li class=\"li\"><span>\u786e\u5b9a\u6700\u9ad8\u5f15\u8350\u6765\u6e90\u3002<\/span><\/li>\n<li class=\"li\"><span>\u4f7f\u7528\u62a5\u544a\u548c\u4eea\u8868\u677f\u8ddf\u8e2a\u5f15\u8350\u6d3b\u52a8\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"track-customize-home-page\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"track-customize-home-page\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading2\" class=\"helpHead2\"><span>\u81ea\u5b9a\u4e49\u4e3b\u9875<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u91d1\u878d\u670d\u52a1\u4e91\u7684\u4e3b\u9875\u662f\u60a8\u7684\u987e\u95ee\u548c\u96f6\u552e\u94f6\u884c\u5bb6\u8ba1\u5212\u65e5\u7a0b\u7684\u5730\u65b9\u3002\u4ed6\u4eec\u9700\u8981\u7684\u4e00\u5207\u5c31\u5728\u90a3\u91cc\u2014\u6709\u5173\u63a8\u8350\uff0c\u6027\u80fd\uff0c\u4efb\u52a1\u5217\u8868\uff0c\u65e5\u5386\u7684\u4fe1\u606f\u3002\u5b9a\u5236\u5f88\u5bb9\u6613\u4ee5\u6ee1\u8db3\u7528\u6237\u7684\u7279\u5b9a\u9700\u6c42\u3002<\/span><\/p>\n<p class=\"p\"><span>\u9a6c\u7279\u4e0e\u4ed6\u7684\u987e\u95ee\u4ea4\u8c08\uff0c\u4ee5\u4e86\u89e3\u9ed8\u8ba4\u4e3b\u9875\u5982\u4f55\u4e3a\u4ed6\u4eec\u5de5\u4f5c\u3002\u4ed6\u4eec\u544a\u8bc9\u4ed6\uff0c\u4ed6\u4eec\u6bcf\u5929\u4e0e\u5ba2\u6237\u5c31\u5176\u8d22\u52a1\u9700\u6c42\u548c\u76ee\u6807\u8fdb\u884c\u6c9f\u901a\u3002\u901a\u5e38\uff0c\u4ed6\u4eec\u5c06\u5ba2\u6237\u63a8\u8350\u7ed9\u53ef\u4ee5\u5e2e\u52a9\u4ed6\u4eec\u7684\u540c\u4e8b\u3002\u9ed8\u8ba4\u4e3b\u9875\u5bf9\u4ed6\u4eec\u6765\u8bf4\u6548\u679c\u5f88\u597d\uff0c\u4ed6\u4eec\u5f88\u9ad8\u5174\u5728\u8fd9\u91cc\u770b\u5230\u81ea\u5df1\u7684\u63a8\u8350\u4fe1\u606f\u3002\u96f6\u552e\u94f6\u884c\u5bb6\u7684\u540c\u4e0a\u3002<\/span><\/p>\n<p class=\"p\"><span>\u5f53Matt\u4e0e\u79c1\u4eba\u94f6\u884c\u5bb6\u4ea4\u8c08\u65f6\uff0c\u4ed6\u4eec\u5e76\u4e0d\u9ad8\u5174\u3002\u4ed6\u4eec\u6ca1\u6709\u63a5\u6536\u5f15\u8350\uff0c\u800c\u662f\u521b\u5efa\u4e86\u5f15\u8350\u3002\u4ed6\u4eec\u5bf9\u65e5\u5e38\u5de5\u4f5c\u6700\u611f\u5174\u8da3\u3002\u4ed6\u4eec\u5f53\u524d\u4e3b\u9875\u4e0a\u7684\u5f15\u8350\u4fe1\u606f\u5bf9\u4ed6\u4eec\u6ca1\u6709\u5e2e\u52a9\u3002<\/span><\/p>\n<p class=\"p\"><span>Matt\u5f00\u59cb\u5b9a\u5236\u4e2a\u4eba\u94f6\u884c\u5bb6\u7684\u4e3b\u9875\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\/track-referral-activity-and-your-top-referrers\/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>\u5728\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><kbd class=\"ph userinput\">Lightning<\/kbd><span>\u5e76\u9009\u62e9\u00a0<\/span><strong class=\"ph uicontrol\"><span>Lightning App Builder<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5355\u51fb\u201c\u94f6\u884c\u9996\u9875\u201d\u65c1\u8fb9\u7684\u201c<\/span><strong class=\"ph uicontrol\"><span>\u514b\u9686\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5c06\u53f3\u4fa7\u7684\u201c\u6807\u7b7e\u201d\u5b57\u6bb5\u66f4\u6539\u4e3a<\/span><kbd class=\"ph userinput\">Personal Banker Home Page<\/kbd><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5c06\u9f20\u6807\u60ac\u505c\u5728\u201c\u63a8\u8350\u6548\u679c\u201d\u7ec4\u4ef6\u4e0a\uff0c\u7136\u540e\u5355\u51fb\u201c\u5220\u9664\u201d\u56fe\u6807\uff0c\u5373\u53ef\u5220\u9664\u5b83\u00a0<\/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\/track-referral-activity-and-your-top-referrers\/images\/5e76293faaee1ab4433451a80b2fccd4_delete_icon.png\" alt=\"\u5220\u9664\u56fe\u793a\" \/><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5bf9\u5206\u914d\u7ed9\u6211\u7684\u4e24\u4e2a\u5f15\u8350\u91cd\u590d\u4ee5\u4e0a\u6b65\u9aa4\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5bf9\u201c\u6211\u7684\u6700\u9ad8\u5f15\u8350\u6765\u6e90\u201d\u7ec4\u4ef6\u91cd\u590d\u4e0a\u8ff0\u6b65\u9aa4\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<li class=\"li\"><span>\u5728\u9875\u9762\u4fdd\u5b58\u5bf9\u8bdd\u6846\u4e2d\uff0c\u5355\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u6fc0\u6d3b<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u9009\u62e9\u201c<\/span><strong class=\"ph uicontrol\"><span>\u5e94\u7528\u7a0b\u5e8f\u548c\u914d\u7f6e\u6587\u4ef6\u201d<\/span><\/strong><span>\uff0c\u5355\u51fb\u201c<\/span><strong class=\"ph uicontrol\"><span>\u5206\u914d\u7ed9\u5e94\u7528\u7a0b\u5e8f\u548c\u914d\u7f6e\u6587\u4ef6\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5728\u201c\u95ea\u7535\u5e94\u7528\u7a0b\u5e8f\u201d\u4e0b\u9009\u62e9\u201c<\/span><strong class=\"ph uicontrol\"><span>\u8d22\u5bcc\u7ba1\u7406\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u9009\u62e9\u201c<\/span><strong class=\"ph uicontrol\"><span>\u4e2a\u4eba\u94f6\u884c\u5bb6<\/span><\/strong><span>\u201d<strong class=\"ph uicontrol\">\u4e2a\u4eba<\/strong>\u8d44\u6599\uff0c\u7136\u540e\u5355\u51fb\u201c\u00a0<\/span><strong class=\"ph uicontrol\"><span>\u4e0b\u4e00\u6b65\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u67e5\u770b\u60a8\u7684\u66f4\u6539\uff0c\u7136\u540e\u5355\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<\/div>\n<p class=\"p\"><span>\u4e2a\u4eba\u94f6\u884c\u5bb6\u770b\u5230\u4e86\u8fd9\u4e9b\u53d8\u5316\uff0c\u5e76\u5411\u9a6c\u7279\u53d1\u9001\u4e86\u6ee1\u610f\u7684\u7b54\u590d\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"track-id-top-referrers\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"track-id-top-referrers\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading3\" class=\"helpHead2\"><span>\u786e\u5b9a\u70ed\u95e8\u63a8\u8350\u4eba<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u60a8\u7684\u70ed\u95e8\u63a8\u8350\u4eba\u662f\u60a8\u4e1a\u52a1\u7684\u5173\u952e\u90e8\u5206\u3002\u5f15\u8350\u6765\u6e90\u662f\u521b\u5efa\u5f15\u8350\u7684\u4eba\uff0c\u800c\u60a8\u7684\u4e3b\u8981\u5f15\u8350\u6765\u6e90\u662f\u521b\u5efa\u6700\u6709\u53ef\u80fd\u8f6c\u5316\u7684\u5f15\u8350\u7684\u4eba\u3002<\/span><span>\u6839\u636e\u6c83\u987f\u5546\u5b66\u9662\u7684\u4e00\u9879\u7814\u7a76<\/span><span>\uff0c\u8f6c\u5316\u540e\uff0c\u63a8\u8350\u5ba2\u6237\u4e0e\u60a8\u7684\u4f01\u4e1a\u5408\u4f5c\u7684\u53ef\u80fd\u6027\u6bd4\u5176\u4ed6\u5ba2\u6237\u9ad818\uff05\u3002<\/span><\/p>\n<p class=\"p\"><span>\u90a3\u4e48\uff0c\u60a8\u5982\u4f55\u627e\u5230\u8fd9\u4e9b\u51a0\u519b\u5462\uff1f\u522b\u65e0\u6240\u6c42\u3002\u5b83\u5217\u51fa\u4e86\u60a8\u7684\u70ed\u95e8\u63a8\u8350\u4eba\u3002Rachel Adams\u662f\u60a8\u7684Financial Services Cloud\u8bd5\u7528\u7ec4\u7ec7\u4e2d\u7684\u9876\u7ea7\u5916\u90e8\u63a8\u8350\u4eba\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\/track-referral-activity-and-your-top-referrers\/images\/0f1da51a3bd56fa0979d5be5afec8c2f_referral_5.png\" alt=\"\u4e3b\u9875\u4e0a\u7684\u201c\u70ed\u95e8\u5f15\u8350\u6765\u6e90\u201d\u56fe\u5757\uff0c\u5df2\u9009\u62e9\u201c\u5916\u90e8\u5f15\u8350\u6765\u6e90\u201d\uff0c\u4ee5\u5c06\u745e\u79cb\u00b7\u4e9a\u5f53\u65af\u663e\u793a\u4e3a1\u5f15\u8350\u8f6c\u5316\u540e\u7684\u7b2c\u4e00\u540d\u3002\" \/><\/p>\n<p class=\"p\"><span>\u8981\u67e5\u627e\u6709\u5173Rachel Adams\u7684\u63a8\u8350\u4eba\u7684\u66f4\u591a\u4fe1\u606f\uff0c\u8bf7\u5355\u51fb\u5979\u7684\u540d\u5b57\uff0c\u7136\u540e\u5355\u51fb\u201c\u00a0<\/span><strong class=\"ph uicontrol\"><span>\u63a8\u8350\u4eba\u201d<\/span><\/strong><span>\u4ee5\u79fb\u81f3\u201c\u63a8\u8350\u4eba\u201d\u89c6\u56fe\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\/track-referral-activity-and-your-top-referrers\/images\/60837440192ad0500da99db2d1c84e4f_referral_6.png\" alt=\"Rachel Adams\u5ba2\u6237\u9875\u9762\uff0c\u5df2\u9009\u62e9\u201c\u63a8\u8350\u201d\u89c6\u56fe\" \/><\/p>\n<p class=\"p\"><span>\u201c\u5f15\u8350\u201d\u89c6\u56fe\u663e\u793a\u6709\u5173\u5f15\u8350\u6570\u91cf\uff0c\u5df2\u8f6c\u6362\u548c\u62d2\u7edd\u7684\u6570\u91cf\uff0c\u8f6c\u6362\u7387\u4ee5\u53ca\u88ab\u5f15\u8350\u4eba\u5217\u8868\u7684\u8be6\u7ec6\u4fe1\u606f\u3002<\/span><\/p>\n<p class=\"p\"><span>\u4e3a\u4f7f\u60a8\u7684\u6700\u4f73\u63a8\u8350\u4eba\u6ee1\u610f\uff0c\u8bf7\u8003\u8651\u521b\u5efa\u5956\u52b1\u8ba1\u5212\uff0c\u4ee5\u7ecf\u6d4e\u6216\u5176\u4ed6\u5956\u52b1\u65b9\u5f0f\u5956\u52b1\u4ed6\u4eec\u3002\u91cd\u8981\u7684\u662f\u8981\u786e\u4fdd\u4ed6\u4eec\u77e5\u9053\u5b83\u4eec\u5bf9\u60a8\u548c\u60a8\u7684\u4f01\u4e1a\u6709\u591a\u91cd\u8981\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"track-referral-activity\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"track-referral-activity\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading4\" class=\"helpHead2\"><span>\u8ffd\u8e2a\u63a8\u8350\u6d3b\u52a8<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u79ef\u4e91\u94f6\u884c\u7684\u62b5\u62bc\u8d37\u6b3e\u7ecf\u7406\u6770\u57fa\uff08Jackie\uff09\u5f88\u9ad8\u5174\u770b\u5230\u5979\u90e8\u95e8\u7684\u6536\u76d8\u5229\u7387\u4e0a\u5347\u3002Matt\u7684\u65b0\u63a8\u8350\u7cfb\u7edf\u83b7\u5f97\u4e86\u597d\u8bc4\u3002\u5979\u60f3\u77e5\u9053\u4e00\u5207\u3002\u6240\u4ee5\u5979\u53bb\u4e86\u9a6c\u7279\u7684\u529e\u516c\u5ba4\u3002<\/span><\/p>\n<p class=\"p\"><span>\u9a6c\u7279\u542c\u6770\u57fa\u63cf\u8ff0\u5979\u7684\u9700\u6c42\u3002\u5979\u9700\u8981\u6709\u5173\u5f15\u8350\u7684\u8be6\u7ec6\u4fe1\u606f-\u5f15\u8350\u6765\u81ea\u4f55\u5904\uff0c\u5176\u4e2d\u6709\u591a\u5c11\u5f15\u8350\uff0c\u7b49\u7b49\u3002<\/span><\/p>\n<p class=\"p\"><span>Matt\u5411\u5979\u5c55\u793a\u4e86\u4e00\u4e9b\u5185\u7f6e\u7684\u4eea\u8868\u677f\u3002<\/span><\/p>\n<div class=\"p\">\n<ol class=\"ol enumList\">\n<li class=\"li\"><span>\u5728\u4e3b\u9875\u4e0a\uff0c\u70b9\u51fb\u83dc\u5355\u680f\u4e2d\u7684<\/span><strong class=\"ph uicontrol\"><span>\u66f4\u591a<\/span><\/strong><span>\uff0c\u7136\u540e\u9009\u62e9\u00a0<\/span><strong class=\"ph uicontrol\"><span>\u4eea\u8868\u677f<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5355\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u6240\u6709\u4eea\u8868\u677f<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5355\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u201c\u6309\u7528\u6237\u63a8\u4ecb\u6548\u679c\u201d<\/span><\/strong><span>\u3002<\/span>\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\/track-referral-activity-and-your-top-referrers\/images\/67ef0ac4db3db7852bb2c1d85ef7ad37_referral_7.png\" alt=\"\u201c\u6309\u7528\u6237\u4ecb\u7ecd\u63a8\u8350\u60c5\u51b5\u201d\u4fe1\u606f\u4e2d\u5fc3\u663e\u793a\u6211\u7684\u63a8\u8350\u603b\u6570\uff0c\u5df2\u8f6c\u5316\u7684\u63a8\u8350\u603b\u6570\uff0c\u5df2\u5206\u914d\u7684\u63a8\u8350\u603b\u6570\u4ee5\u53ca\u5df2\u5206\u914d\u7684\u63a8\u8350\u603b\u6570\" \/><\/p>\n<\/li>\n<\/ol>\n<\/div>\n<p class=\"p\"><span>\u8fd9\u662f\u4e00\u4e2a\u597d\u7684\u5f00\u59cb\u3002\u6770\u57fa\u5f88\u9ad8\u5174\u80fd\u5728\u4e00\u5904\u770b\u5230\u5979\u9700\u8981\u7684\u6240\u6709\u4fe1\u606f\u3002<\/span><\/p>\n<p class=\"p\"><span>\u6574\u7406\u4e86\u4e00\u4e0b\uff0c\u6240\u4ee5\u5979\u8be2\u95ee\u4e86\u62a5\u544a\u3002Matt\u8df3\u5230\u201c\u62a5\u544a\u201d\u89c6\u56fe\u3002<\/span><\/p>\n<div class=\"p\">\n<ol class=\"ol enumList\">\n<li class=\"li\"><span>\u5728\u4e3b\u9875\u4e0a\uff0c\u70b9\u51fb\u83dc\u5355\u680f\u4e2d\u7684<\/span><strong class=\"ph uicontrol\"><span>\u66f4\u591a<\/span><\/strong><span>\uff0c\u7136\u540e\u9009\u62e9\u00a0<\/span><strong class=\"ph uicontrol\"><span>\u62a5\u544a<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5355\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u6240\u6709\u6587\u4ef6\u5939<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u70b9\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u5f15\u8350\u6548\u679c\u3002<\/span><\/strong>\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\/track-referral-activity-and-your-top-referrers\/images\/14427775de99f244e85d9f337c171f65_referral_8.png\" 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