{"id":3015,"date":"2021-01-06T01:28:33","date_gmt":"2021-01-05T17:28:33","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=3015"},"modified":"2021-01-06T01:28:33","modified_gmt":"2021-01-05T17:28:33","slug":"%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%ba%91%e7%9a%84%e6%8a%b5%e6%8a%bc%e6%8e%8c%e6%8f%a1-%e8%ae%be%e7%bd%ae%e5%9f%ba%e6%9c%ac%e7%94%a8%e6%88%b7%e8%ae%bf%e9%97%ae%e6%8a%b5%e6%8a%bc%e5%8a%9f","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=3015","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u7684\u62b5\u62bc\u638c\u63e1 &#8211; \u8bbe\u7f6e\u57fa\u672c\u7528\u6237\u8bbf\u95ee\u62b5\u62bc\u529f\u80fd"},"content":{"rendered":"<h2 id=\"learning-objectives\"><span>\u5b66\u4e60\u76ee\u6807<\/span><\/h2>\n<p><span>\u5b8c\u6210\u672c\u6a21\u5757\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/span><\/p>\n<ul>\n<li><span>\u5206\u914d\u62b5\u62bc\u6743\u9650\u96c6\u3002<\/span><\/li>\n<li><span>\u521b\u5efa\u5e76\u5206\u914d\u8d37\u6b3e\u5b98\u5458\u548c\u5305\u9500\u5546\u6743\u9650\u96c6\u3002<\/span><\/li>\n<\/ul>\n<h2 id=\"lets-begin\"><span>\u8ba9\u6211\u4eec\u5f00\u59cb<\/span><\/h2>\n<p><span>\u4f5c\u4e3aCumulus\u7684Salesforce\u7ba1\u7406\u5458\uff0cMatt\u81f4\u529b\u4e8e\u6ee1\u8db3Sofia\u548cShah\u7684\u9700\u6c42\uff0c\u5bf9\u529f\u80fd\u8fdb\u884c\u914d\u7f6e\uff0c\u4ee5\u4fbf\u8d37\u6b3e\u5546\u5e97\u4e2d\u7684\u6240\u6709\u8d37\u6b3e\u4eba\u5458\u548c\u627f\u9500\u5546\u90fd\u53ef\u4ee5\u4f7f\u7528Mortgages for Financial Services Cloud\u6765\u81ea\u52a8\u5316\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7\u6d41\u7a0b\u3002\u4e3a\u4e86\u4f7f\u4e8b\u60c5\u987a\u5229\u8fdb\u884c\uff0cMatt\u4f7f\u7528\u62b5\u62bc\u8bb8\u53ef\u6743\u96c6\u5c06\u8bf8\u5982Sofia\u8bb8\u53ef\u4e4b\u7c7b\u7684\u7528\u6237\u5206\u914d\u7ed9\u62b5\u62bc\u529f\u80fd\u548c\u6587\u6863\u6e05\u5355\u9879\u76ee\u3002<\/span><\/p>\n<ol>\n<li><span>\u5728\u201c\u5b89\u88c5\u7a0b\u5e8f\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Permission Sets<\/code><span>\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u6743\u9650\u96c6\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u6743\u9650\u96c6\u8bbe\u7f6e\u201d\u9875\u9762\u4e0a\uff0c\u70b9\u51fb<\/span><strong><span>\u62b5\u62bc<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb<\/span><strong><span>\u7ba1\u7406\u5206\u914d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u6dfb\u52a0\u5206\u914d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u9009\u62e9\u9700\u8981\u8bbf\u95ee\u62b5\u62bc\u8bb8\u53ef\u8bc1\u7684\u7528\u6237\uff0c\u5355\u51fb<\/span><strong><span>\u5206\u914d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u5b8c\u6210<\/span><\/strong><span>\u3002\u9a6c\u7279\u9009\u62e9\u4e86\u7d22\u975e\u4e9a\u548c\u6c99\u963f\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u6743\u9650\u96c6\u8bbe\u7f6e\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u6587\u6863\u6e05\u5355\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb<\/span><strong><span>\u7ba1\u7406\u5206\u914d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u6dfb\u52a0\u5206\u914d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u9009\u62e9\u9700\u8981\u8bbf\u95ee\u6587\u6863\u6e05\u5355\u8bb8\u53ef\u8bc1\u7684\u7528\u6237\uff0c\u5355\u51fb<\/span><strong><span>\u5206\u914d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u5b8c\u6210<\/span><\/strong><span>\u3002\u9a6c\u7279\u9009\u62e9\u4e86\u7d22\u975e\u4e9a\u548c\u6c99\u963f\u3002<\/span><\/li>\n<\/ol>\n<h2 id=\"create-enhanced-mortgage-user-permission-sets\"><span>\u521b\u5efa\u589e\u5f3a\u578b\u62b5\u62bc\u7528\u6237\u6743\u9650\u96c6<\/span><\/h2>\n<p><span>Financial Services Cloud\u9644\u5e26\u6709\u62b5\u62bc\u8d37\u6b3e\u8bb8\u53ef\u8bc1\u548c\u6587\u6863\u68c0\u67e5\u6e05\u5355\u8bb8\u53ef\u8bc1\uff0c\u4f46\u662f\u62b5\u62bc\u8d37\u6b3e\u7528\u6237\u9700\u8981\u5bf9\u62b5\u62bc\u8d37\u6b3e\u548c\u6587\u6863\u68c0\u67e5\u6e05\u5355\u5bf9\u8c61\u5177\u6709\u4e0d\u540c\u7684\u8bbf\u95ee\u6743\u9650\u3002\u4e00\u4e9b\u62b5\u62bc\u7528\u6237\u8fd0\u884c\u6d41\u7a0b\u5e76\u521b\u5efa\u793e\u533a\u7528\u6237\u3002\u00a0<\/span><\/p>\n<p><span>Matt\u521b\u5efa\u4e86\u6743\u9650\u96c6\uff0c\u4ee5\u5c06\u5fc5\u8981\u7684\u5bf9\u8c61\u548c\u529f\u80fd\u6743\u9650\u5206\u914d\u7ed9Cumulus\u7684\u5176\u4ed6\u62b5\u62bc\u7528\u6237\u3002<\/span><\/p>\n<ul>\n<li><span>\u50cf\u7d22\u975e\u4e9a\u8fd9\u6837\u7684\u8d37\u6b3e\u4eba\u5458<\/span><\/li>\n<li><span>Shah\u7b49\u62b5\u62bc\u8d37\u6b3e\u627f\u9500\u5546<\/span><\/li>\n<\/ul>\n<h2 id=\"create-and-assign-a-loan-officer-permission-set\"><span>\u521b\u5efa\u548c\u5206\u914d\u8d37\u6b3e\u4eba\u5458\u6743\u9650\u96c6<\/span><\/h2>\n<p><span>\u9a6c\u7279\uff08Matt\uff09\u521b\u5efa\u4e86\u4e00\u4e2a\u6743\u9650\u96c6\uff0c\u4ee5\u4f7f\u50cf\u7d22\u975e\u4e9a\uff08Sofia\uff09\u8fd9\u6837\u7684\u501f\u8d37\u4eba\u5458\u53ef\u4ee5\u8bbf\u95ee\u62b5\u62bc\u548c\u6587\u4ef6\u6e05\u5355\u529f\u80fd\u3002\u6743\u9650\u96c6\u8fd8\u6388\u4e88\u5bf9\u62b5\u62bc\u548c\u6587\u6863\u6e05\u5355\u5bf9\u8c61\u7684\u8bbf\u95ee\u6743\u9650\u4ee5\u53ca\u5176\u4ed6\u7cfb\u7edf\u6743\u9650\u3002<\/span><\/p>\n<p><img decoding=\"async\" class=\"image image-block image-center\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/mortgage-mastery-with-financial-services-cloud\/set-up-basic-user-access-to-mortgage-features\/images\/26e1cbb75498564af847457ac73da98c_pasted-20-image-200-20-27.png\" alt=\"\u8d37\u6b3e\u4eba\u5458\u6743\u9650\u8bbe\u7f6e\u9875\u9762\u3002\" \/><\/p>\n<ol>\n<li><span>\u5728\u201c\u5b89\u88c5\u7a0b\u5e8f\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Permission Sets<\/code><span>\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u6743\u9650\u96c6\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u6743\u9650\u96c6\u8bbe\u7f6e\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u65b0\u5efa\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u547d\u540d\u6743\u9650\u96c6<\/span><code>Loan Officer<\/code><span>\uff0c\u5c06\u201c\u8bb8\u53ef\u8bc1\u201d\u8bbe\u7f6e\u4e3a\u201c<\/span><strong><span>\u65e0\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u8d37\u6b3e\u4eba\u5458\u6743\u9650\u96c6\u201d\u9875\u9762\u4e0a\u7684\u201c\u5e94\u7528<\/span><strong><span>\u7a0b\u5e8f\u201d<\/span><\/strong><span>\u4e0b\uff0c\u5355\u51fb\u201c<strong>\u5e94\u7528\u7a0b\u5e8f\u6743\u9650\u201d<\/strong>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u7f16\u8f91\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u547c\u53eb\u4e2d\u5fc3\u201d\u4e0b\uff0c\u542f\u7528\u201c<\/span><strong><span>\u7ba1\u7406\u5ba2\u6237\u7528\u6237<\/span><\/strong><span>\u201d\u5e76\u4fdd\u5b58\u3002<\/span><\/li>\n<li><span>\u5728\u6458\u8981\u5f39\u51fa\u7a97\u53e3\u4e2d\uff0c\u518d\u6b21\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u5e94\u7528\u7a0b\u5e8f\u6743\u9650\u201d\u53f3\u4fa7\u7684\u4e0b\u62c9\u5217\u8868\u4e2d\uff0c\u9009\u62e9\u201c<\/span><strong><span>\u7cfb\u7edf\u6743\u9650\u201d\u00a0<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u7f16\u8f91\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u7cfb\u7edf\u201d\u4e0b\uff0c\u542f\u7528<\/span><strong><span>\u201c\u8fd0\u884c\u6d41\u201d<\/span><\/strong><span>\uff0c\u201c<\/span><strong><span>\u7528\u6237\u8bb8\u53ef\u201d\u4ee5\u8bbf\u95eeFinancial Services Cloud\u4e2d\u7684\u62b5\u62bc<\/span><\/strong><span>\uff0c\u4ee5\u53ca\u201c<\/span><strong><span>\u7528\u6237\u8bb8\u53ef\u201d\u4ee5\u8bbf\u95ee\u201c\u6587\u6863\u6e05\u5355\u201d\u529f\u80fd<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u7cfb\u7edf\u6743\u9650\u201d\u53f3\u4fa7\u7684\u4e0b\u62c9\u5217\u8868\u4e2d\uff0c\u9009\u62e9\u201c<\/span><strong><span>\u5bf9\u8c61\u8bbe\u7f6e\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u67e5\u627e\u8bbe\u7f6e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Document Checklist Items<\/code><span>\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u6587\u6863\u6e05\u5355\u9879\u76ee\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u7f16\u8f91\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u542f\u7528<\/span><strong><span>\u8bfb\u53d6<\/span><\/strong><span>\uff0c<\/span><strong><span>\u521b\u5efa<\/span><\/strong><span>\uff0c<\/span><strong><span>\u7f16\u8f91<\/span><\/strong><span>\u548c<\/span><strong><span>\u5220\u9664<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5bf9\u5176\u4f59\u62b5\u62bc\u5bf9\u8c61\u91cd\u590d\u6b65\u9aa410\u548c11\u3002<\/span>\n<ul>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u4eba\u5730\u5740<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u4eba\u8d44\u4ea7<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u4eba\u58f0\u660e<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u4eba\u5c31\u4e1a<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u4eba\u6536\u5165<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u4eba\u8d23\u4efb<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u4eba<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u8d44\u4ea7<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u8d22\u52a1<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u8d23\u4efb<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u5c5e\u6027<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u4e66\u540d\u6301\u6709\u4eba<\/span><\/li>\n<li><span>\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span>\u5728\u201c\u8d37\u6b3e\u4eba\u5458\u6743\u9650\u96c6\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u7ba1\u7406\u5206\u914d\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u6dfb\u52a0\u5206\u914d\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u9009\u62e9\u8981\u5411\u5176\u5206\u914d\u4fe1\u8d37\u5458\u6743\u9650\u96c6\u7684\u7528\u6237\uff0c\u7136\u540e\u5355\u51fb<strong>\u201c<\/strong><\/span><strong><span>\u5206\u914d\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u201c\u5b8c\u6210\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<h2 id=\"create-and-assign-a-mortgage-underwriter-permission-set\"><span>\u521b\u5efa\u548c\u5206\u914d\u62b5\u62bc\u627f\u9500\u5546\u6743\u9650\u96c6<\/span><\/h2>\n<p><span>\u9a6c\u7279\uff08Matt\uff09\u521b\u5efa\u4e86\u4e00\u4e2a\u6743\u9650\u96c6\uff0c\u4ee5\u8d4b\u4e88\u8bf8\u5982Shah\u8fd9\u6837\u7684\u62b5\u62bc\u627f\u9500\u5546\u4ee5\u62b5\u62bc\u548c\u6587\u4ef6\u6e05\u5355\u529f\u80fd\u3002\u6743\u9650\u96c6\u8fd8\u6388\u4e88\u5bf9\u62b5\u62bc\u548c\u6587\u6863\u6e05\u5355\u5bf9\u8c61\u7684\u8bbf\u95ee\u6743\u9650\u3002<\/span><\/p>\n<ol>\n<li><span>\u5728\u201c\u5b89\u88c5\u7a0b\u5e8f\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Permission Sets<\/code><span>\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u6743\u9650\u96c6\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u6743\u9650\u96c6\u8bbe\u7f6e\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u65b0\u5efa\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u547d\u540d\u6743\u9650\u96c6<\/span><code>Underwriter<\/code><span>\uff0c\u5c06\u201c\u8bb8\u53ef\u8bc1\u201d\u8bbe\u7f6e\u4e3a\u201c<\/span><strong><span>\u65e0\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c Underwriter Permission Set\u201d\u9875\u9762\u4e0a\uff0c\u5728\u201c\u7cfb\u7edf\u201d\u4e0b\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u7cfb\u7edf\u6743\u9650\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u7f16\u8f91\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u7cfb\u7edf\uff0c\u4f7f<\/span><strong><span>\u7528\u6237\u8bb8\u53ef\u7684\u91d1\u878d\u670d\u52a1\u4e91\u8bbf\u95ee\u62b5\u62bc\u8d37\u6b3e<\/span><\/strong><span>\u548c<\/span><strong><span>\u7528\u6237\u8bb8\u53ef\u8bbf\u95ee\u7684\u6587\u4ef6\u6838\u5bf9\u8868\u529f\u80fd<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u70b9\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u627f\u9500\u5546\u6743\u9650\u96c6\u201d\u9875\u9762\u4e0a\u7684\u201c\u67e5\u627e\u8bbe\u7f6e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Document Checklist 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