{"id":2981,"date":"2021-01-06T01:02:45","date_gmt":"2021-01-05T17:02:45","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2981"},"modified":"2021-01-06T01:02:45","modified_gmt":"2021-01-05T17:02:45","slug":"%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%ba%91%e7%a4%be%e5%8c%ba-%e7%a4%be%e5%8c%ba%e5%85%a5%e9%97%a8","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=2981","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u793e\u533a &#8211; \u793e\u533a\u5165\u95e8"},"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\u6a21\u5757\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/span><\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><span>\u5b9a\u4e49\u793e\u533a\u3002<\/span><\/li>\n<li class=\"li\"><span>\u8bbe\u7f6e\u5bf9\u793e\u533a\u7684\u8bbf\u95ee\u6743\u9650\u3002<\/span><\/li>\n<\/ul>\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\/communities-in-financial-services-cloud\/get-started-with-communities\/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>\u5982\u679c\u60a8\u6ca1\u6709\u81ea\u5df1\u7684\u7ec4\u7ec7\uff0c\u8bf7\u4f7f\u7528<\/span><span>\u6b64\u5904\u63d0\u4f9b<\/span><span>\u768430\u5929\u8bd5\u7528\u7ec4\u7ec7\u3002\u6709\u5173\u66f4\u591a\u4fe1\u606f\uff0c\u8bf7\u89c2\u770b\u6b64\u89c6\u9891\u3002<\/span><iframe class=\"doc_embedded_video\" src=\"https:\/\/play.vidyard.com\/oJUn1jCFn2UwD6LKLkHKbY\" width=\"912\" height=\"513\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"get-started-with-communities-intro\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"get-started-with-communities-intro\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading2\" class=\"helpHead2\"><span>\u4ec0\u4e48\u662f\u793e\u533a\uff1f<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u5728\u7ebf\u793e\u533a\u662f\u5c06\u4eba\u4eec\u805a\u96c6\u5728\u4e00\u8d77\u7684\u597d\u65b9\u6cd5\u3002\u521b\u5efa\u793e\u533a\u53ef\u4ee5\u5e2e\u52a9\u60a8\u4e0e\u5ba2\u6237\uff0c\u516c\u53f8\u5185\u7684\u77e5\u8bc6\u4e13\u5bb6\u4ee5\u53ca\u5408\u4f5c\u4f19\u4f34\u5efa\u7acb\u8054\u7cfb\u3002<\/span><\/p>\n<p class=\"p\"><span>\u5728\u6700\u57fa\u672c\u7684\u5c42\u9762\u4e0a\uff0c\u793e\u533a\u662f\u4e00\u7fa4\u62e5\u6709\u5171\u540c\u4f7f\u547d\u6216\u76ee\u6807\u7684\u4eba\u3002\u60a8\u53ef\u4ee5\u5b9a\u4e49\u6700\u9002\u5408\u60a8\u9700\u6c42\u7684\u534f\u4f5c\u6a21\u578b\u3002\u60a8\u60f3\u8ba9\u5ba2\u6237\u4e92\u76f8\u5e2e\u52a9\u5417\uff1f\u70b9\u5bf9\u70b9\u793e\u533a\u5c31\u53ef\u4ee5\u505a\u5230\u8fd9\u4e00\u70b9\u3002\u6216\u8005\uff0c\u4e5f\u8bb8\u60a8\u60f3\u8981\u4e00\u4e2a\u95e8\u6237\uff0c\u60a8\u7684\u5ba2\u6237\u53ef\u4ee5\u5728\u5176\u4e2d\u8bbf\u95ee\u5e10\u6237\u4fe1\u606f\u3002<\/span><\/p>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/communities-in-financial-services-cloud\/get-started-with-communities\/images\/9a4efdb1ed80977404baabd8986de6dd_whats_a_community_1.png\" alt=\"\u79ef\u4e91\u94f6\u884c\" \/><\/p>\n<p class=\"p\"><span>\u60a8\u751a\u81f3\u53ef\u4ee5\u5728\u7ec4\u7ec7\u5185\u521b\u5efa\u591a\u4e2a\u793e\u533a\u6765\u89e3\u51b3\u4e0d\u540c\u7684\u76ee\u7684\uff0c\u800c\u8bb8\u591a\u516c\u53f8\u6b63\u662f\u8fd9\u6837\u505a\u7684\u3002\u7531\u4e8e\u793e\u533a\u5728\u60a8\u7684\u7ec4\u7ec7\u4e2d\uff0c\u56e0\u6b64\u60a8\u53ef\u4ee5\u9009\u62e9\u516c\u53f8\u7684\u54ea\u4e9b\u5458\u5de5\u4ee5\u53ca\u516c\u53f8\u4e4b\u5916\u7684\u5ba2\u6237\uff0c\u5408\u4f5c\u4f19\u4f34\u6216\u5176\u4ed6\u4eba\u5458\u3002<\/span><\/p>\n<p class=\"p\"><span>\u56e0\u6b64\uff0c\u5f00\u59cb\u4e0e\u793e\u533a\u5171\u4eab\u5185\u5bb9\uff0c\u7ecf\u9a8c\uff0c\u4e1a\u52a1\u6d41\u7a0b\u548c\u4fe1\u606f\uff0c\u5e76\u89c2\u5bdf\u793e\u533a\u7684\u817e\u98de\u3002<\/span><\/p>\n<p class=\"p\"><span>\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u7684\u5e38\u89c1\u793e\u533a\u5305\u62ec\u4ee5\u4e0b\u793e\u533a\u3002<\/span><\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><strong class=\"ph b\"><span>\u5ba2\u6237\u793e\u533a<\/span><\/strong><span>\u3002\u5ba2\u6237\u53ef\u4ee5\u5728\u5176\u4e2d\u67e5\u770b\u5176\u5e10\u6237\u548c\u8d22\u52a1\u4fe1\u606f\u7684\u5728\u7ebf\u95e8\u6237\u3002\u5ba2\u6237\u53ef\u4ee5\u4f7f\u7528\u5bf9\u7b49\u652f\u6301\uff0c\u5ba2\u6237\u670d\u52a1\u4ee3\u7406\u548c\u77e5\u8bc6\u5e93\u6765\u89e3\u51b3\u95ee\u9898\u3002\u53ef\u4ee5\u6839\u636e\u4f4d\u7f6e\u91cf\u8eab\u5b9a\u5236\u8be5\u4f53\u9a8c\uff0c\u56e0\u6b64\u5ba2\u6237\u53ef\u4ee5\u7528\u5176\u6bcd\u8bed\u4e86\u89e3\u7279\u5b9a\u4e8e\u5176\u5206\u652f\u673a\u6784\u6216\u56fd\u5bb6\u7684\u9500\u552e\u6216\u95ee\u9898\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u4e00\u4e2a\u4f19\u4f34\u793e\u533a<\/span><\/strong><span>\u3002\u4e0e\u5408\u4f5c\u4f19\u4f34Matt\u4e00\u8d77\u5de5\u4f5c\u7684\u5408\u4f5c\u4f19\u4f34\uff08\u4f8b\u5982\u72ec\u7acb\u4e2a\u4eba\u94f6\u884c\u5bb6\u548c\u8d22\u52a1\u987e\u95ee\uff09\u53ef\u4ee5\u67e5\u770b\u5ba2\u6237\u5e10\u6237\u8be6\u7ec6\u4fe1\u606f\u548c\u8d22\u52a1\u5e10\u6237\u4fe1\u606f\uff0c\u4ee5\u4fbf\u4ed6\u4eec\u53ef\u4ee5\u4e0e\u5ba2\u6237\u8054\u7cfb\u6216\u8ddf\u8e2a\u5e76\u5b8c\u6210\u4ea4\u6613\u3002\u60a8\u8fd8\u53ef\u4ee5\u63d0\u4f9b\u5165\u804c\u548c\u57f9\u8bad\u4fe1\u606f\u3002<\/span><\/li>\n<\/ul>\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\/communities-in-financial-services-cloud\/get-started-with-communities\/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>\u5982\u679c\u60a8\u83b7\u5f97\u4e86<\/span><span>Financial Services Cloud Basics<\/span><span>\u5fbd\u7ae0\uff0c\u60a8\u53ef\u80fd\u4f1a\u8bb0\u5f97Matt\u3002\u4ed6\u4e00\u76f4\u5728\u52aa\u529b\u4e3aCumulus\u94f6\u884c\u7684\u8d22\u5bcc\u7ba1\u7406\u548c\u96f6\u552e\u94f6\u884c\u5206\u652f\u673a\u6784\u5efa\u7acbFinancial Services Cloud\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"get-started-with-communities-advantage\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"get-started-with-communities-advantage\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading3\" class=\"helpHead2\"><span>Salesforce\u793e\u533a\u4f18\u52bf<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u4f7f\u7528Salesforce\u5efa\u7acb\u793e\u533a\u7684\u4f18\u52bf\u662f\u4ec0\u4e48\uff1f\u4e24\u4e2a\u8bcd\uff1a\u6574\u5408\u4e00\u5207\u3002\u4ee5\u4e0b\u662f\u60a8\u5982\u4f55\u4f7f\u7528\u793e\u533a\u4e91\u83b7\u5f97\u51fa\u8272\u4f53\u9a8c\u7684\u7b80\u77ed\u5217\u8868\u3002<\/span><\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><span>\u4e3a\u7279\u5b9a\u9700\u6c42\u521b\u5efa\u591a\u4e2a\u793e\u533a\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5c06\u4e1a\u52a1\u6d41\u7a0b\u6269\u5c55\u5230\u5458\u5de5\uff0c\u5408\u4f5c\u4f19\u4f34\u548c\u5ba2\u6237\u3002<\/span><\/li>\n<li class=\"li\"><span>\u96c6\u6210\u6765\u81ea\u7b2c\u4e09\u65b9\u63d0\u4f9b\u5546\u7684\u6570\u636e\uff08\u4f8b\u5982\u8ba2\u5355\u6216\u8d22\u52a1\u4fe1\u606f\uff09\u3002<\/span><\/li>\n<\/ul>\n<p class=\"p\"><span>\u6765\u81ea\u793e\u533a\u7684\u6570\u636e\u4f4d\u4e8e\u60a8\u7684Salesforce\u7ec4\u7ec7\u4e2d\uff0c\u5e76\u4e14\u53ef\u4ee5\u901a\u8fc7\u60a8\u7684\u793e\u533a\u5c06\u751f\u6d3b\u5728Salesforce\u7ec4\u7ec7\u4e2d\u7684\u6570\u636e\u5171\u4eab\u7ed9\u5916\u754c\u3002\uff08\u8bf7\u653e\u5fc3\u3002\u60a8\u7684\u7ba1\u7406\u5458\u63a7\u5236\u7740\u5916\u90e8\u73af\u5883\u7684\u6570\u636e\u53ef\u89c1\u6027\uff0c\u5e76\u786e\u5b9a\u54ea\u4e9b\u53d7\u4f17\u53ef\u4ee5\u8bbf\u95ee\u54ea\u4e9b\u5185\u5bb9\uff0c\u5c31\u50cf\u60a8\u4e0e\u5185\u90e8Salesforce\u7ec4\u7ec7\u4e00\u6837\u3002\uff09\u7b80\u800c\u8a00\u4e4b\uff0c\u4f7f\u7528Salesforce\u5efa\u7acb\u7684\u793e\u533a\u53ef\u4e3a\u5404\u79cd\u4eba\u5458\uff08\u5305\u62ec\u516c\u53f8\u5916\u90e8\u7684\u4eba\u5458\uff09\u63d0\u4f9b\u4e00\u4e2a\u901a\u5f80Salesforce\u4e16\u754c\u7684\u7a97\u53e3\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"get-started-with-communities-enable\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"get-started-with-communities-enable\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading4\" class=\"helpHead2\"><span>\u542f\u7528\u793e\u533a<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u5728\u5f00\u59cb\u8bbe\u7f6eFinancial Services Cloud\u793e\u533a\u4e4b\u524d\uff0c\u8bf7\u786e\u4fdd\u60a8\u5177\u6709\u6b63\u786e\u7684Community Cloud\u7528\u6237\u8bb8\u53ef\u8bc1\u3002\u8bf7\u4e0e\u60a8\u7684Salesforce\u5ba2\u6237\u4e3b\u7ba1\u8054\u7cfb\uff0c\u4ee5\u786e\u4fdd\u60a8\u62e5\u6709\u6240\u9700\u7684\u8bb8\u53ef\u8bc1\u3002<\/span><\/p>\n<p><iframe class=\"doc_embedded_video\" src=\"https:\/\/www.youtube.com\/embed\/c2D8EU6RoKg\" width=\"912\" height=\"513\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<p class=\"p\"><span>\u786e\u5b9a\u62e5\u6709\u8bb8\u53ef\u8bc1\u540e\uff0c\u8bf7\u542f\u7528\u793e\u533a\uff0c\u4ee5\u4fbf\u53ef\u4ee5\u5728\u7ec4\u7ec7\u4e2d\u4f7f\u7528\u5b83\u4eec\u3002<\/span><\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\"><span>\u5355\u51fb\u9f7f\u8f6e\u56fe\u6807\uff08\u9f7f\u8f6e\u56fe\u6807\uff09\uff0c\u7136\u540e\u5355\u51fb\u8bbe\u7f6e\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\">Communities<\/kbd><span>\u5e76\u9009\u62e9\u201c<\/span><strong class=\"ph b\"><span>\u793e\u533a\u8bbe\u7f6e\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u9009\u62e9<\/span><strong class=\"ph b\"><span>\u542f\u7528\u793e\u533a<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u8f93\u5165\u60a8\u7684\u57df\u540d\uff0c\u7136\u540e\u70b9\u51fb<\/span><strong class=\"ph b\"><span>\u68c0\u67e5\u53ef\u7528\u6027<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5982\u679c\u57df\u540d\u53ef\u7528\uff0c\u8bf7\u70b9\u51fb<\/span><strong class=\"ph b\"><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002\u5982\u679c\u4e0d\u662f\uff0c\u8bf7\u5c1d\u8bd5\u4f7f\u7528\u5176\u4ed6\u57df\u540d\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5355\u51fb<\/span><strong class=\"ph b\"><span>\u4fdd\u5b58<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong class=\"ph b\"><span>\u786e\u5b9a<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<p class=\"p\"><span>\u73b0\u5728\u60a8\u5df2\u7ecf\u62e5\u6709\u8bb8\u53ef\u8bc1\u5e76\u542f\u7528\u4e86\u793e\u533a\uff0c\u60a8\u5c31\u53ef\u4ee5\u521b\u5efa\u8bb8\u53ef\u8bc1\u4e86\u3002<\/span><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807 \u5b8c\u6210\u672c\u6a21\u5757\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a \u5b9a\u4e49\u793e\u533a\u3002 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