{"id":3018,"date":"2021-01-06T01:29:34","date_gmt":"2021-01-05T17:29:34","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=3018"},"modified":"2021-01-06T01:29:34","modified_gmt":"2021-01-05T17:29:34","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%e9%ab%98%e7%ba%a7%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=3018","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u7684\u62b5\u62bc\u638c\u63e1 &#8211; \u8bbe\u7f6e\u9ad8\u7ea7\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>\u521b\u5efa\u548c\u5206\u914d\u62b5\u62bc\u7528\u6237\u914d\u7f6e\u6587\u4ef6\u3002<\/span><\/li>\n<li><span>\u8bbe\u7f6e\u5e10\u6237\u5171\u4eab\u3002<\/span><\/li>\n<li><span>\u66f4\u65b0\u201c\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7\u201d\u9875\u9762\u7684\u5e03\u5c40\u3002<\/span><\/li>\n<li><span>\u521b\u5efa\u548c\u5206\u914d\u89d2\u8272\u3002<\/span><\/li>\n<li><span>\u8bbe\u7f6e\u64cd\u4f5c\u548c\u5efa\u8bae\u5217\u8868\u3002<\/span><\/li>\n<\/ul>\n<h2 id=\"create-and-assign-mortgage-user-profiles\"><span>\u521b\u5efa\u548c\u5206\u914d\u62b5\u62bc\u7528\u6237\u914d\u7f6e\u6587\u4ef6<\/span><\/h2>\n<p><span>\u63a5\u4e0b\u6765\uff0cMatt\u5206\u522b\u4e3aSofia\u548cShah\u521b\u5efa\u4e86\u8d37\u6b3e\u5458\u548c\u627f\u9500\u5546\u8d44\u6599\uff0c\u4ee5\u4f7f\u4ed6\u4eec\u80fd\u591f\u9002\u5f53\u8bbf\u95ee\u62b5\u62bc\u5bf9\u8c61\u548c\u6587\u4ef6\u6e05\u5355\u9879\u76ee\u3002<\/span><\/p>\n<ol>\n<li><span>\u5728\u201c\u8bbe\u7f6e\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Profiles<\/code><span>\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u914d\u7f6e\u6587\u4ef6\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u914d\u7f6e\u6587\u4ef6\u201d\u9875\u9762\u4e0a\uff0c\u514b\u9686\u201c\u6807\u51c6\u7528\u6237\u201d\u914d\u7f6e\u6587\u4ef6\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u514b\u9686\u914d\u7f6e\u6587\u4ef6\u201d\u9875\u9762\u4e0a\uff0c\u8f93\u5165<\/span><code>Loan Officer<\/code><span>\u514b\u9686\u7684\u914d\u7f6e\u6587\u4ef6\u540d\u79f0\u5e76\u4fdd\u5b58\u3002<\/span><\/li>\n<li><span>\u5728\u8bbe\u7f6e\u4e2d\uff0c\u9009\u62e9<\/span><strong><span>\u7528\u6237<\/span><\/strong><span>|\u00a0<\/span><strong><span>\u7528\u6237<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb\u60a8\u8981\u4e3a\u5176\u5206\u914d\u4fe1\u8d37\u5458\u8d44\u6599\u7684\u7528\u6237\u65c1\u8fb9\u7684\u201c<\/span><strong><span>\u7f16\u8f91\u201d<\/span><\/strong><span>\u3002\u9a6c\u7279\u9009\u62e9\u7d22\u975e\u4e9a\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u7528\u6237\u7f16\u8f91\u201d\u9875\u9762\u4e0a\uff0c\u4ece\u201c\u4e2a\u4eba\u8d44\u6599\u201d\u4e0b\u62c9\u5217\u8868\u4e2d\u9009\u62e9\u8d37\u6b3e\u5458\u4e2a\u4eba\u8d44\u6599\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u8bbe\u7f6e\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Profiles<\/code><span>\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u914d\u7f6e\u6587\u4ef6\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u914d\u7f6e\u6587\u4ef6\u201d\u9875\u9762\u4e0a\uff0c\u514b\u9686\u201c\u6807\u51c6\u7528\u6237\u201d\u914d\u7f6e\u6587\u4ef6\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u514b\u9686\u914d\u7f6e\u6587\u4ef6\u201d\u9875\u9762\u4e0a\uff0c\u8f93\u5165<\/span><code>Underwriter<\/code><span>\uff0c\u4f5c\u4e3a\u514b\u9686\u7684\u914d\u7f6e\u6587\u4ef6\u540d\u79f0\u5e76\u4fdd\u5b58\u3002<\/span><\/li>\n<li><span>\u5728\u8bbe\u7f6e\u4e2d\uff0c\u9009\u62e9<\/span><strong><span>\u7528\u6237<\/span><\/strong><span>|\u00a0<\/span><strong><span>\u7528\u6237<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb\u8981\u4e3a\u5176\u5206\u914d\u627f\u9500\u5546\u914d\u7f6e\u6587\u4ef6\u7684\u7528\u6237\u65c1\u8fb9\u7684\u201c<\/span><strong><span>\u7f16\u8f91\u201d<\/span><\/strong><span>\u3002Matt\u9009\u62e9Shah\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u7528\u6237\u7f16\u8f91\u201d\u9875\u9762\u4e0a\uff0c\u4ece\u201c\u914d\u7f6e\u6587\u4ef6\u201d\u4e0b\u62c9\u5217\u8868\u4e2d\u9009\u62e9\u4fdd\u9669\u4eba\u914d\u7f6e\u6587\u4ef6\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<h2 id=\"set-up-account-sharing\"><span>\u8bbe\u7f6e\u5e10\u6237\u5171\u4eab<\/span><\/h2>\n<p><span>Matt\u4f7f\u7528\u5171\u4eab\u8bbe\u7f6e\u6765\u63a7\u5236\u7528\u6237\u5bf9\u62b5\u62bc\u8bb0\u5f55\u7684\u8bbf\u95ee\u3002\u4ed6\u4f7f\u7528\u5e10\u6237\u5171\u4eab\u6a21\u578b\u4e3a\u62b5\u62bc\u5bf9\u8c61\u8bb0\u5f55\u8bbe\u7f6e\u5171\u4eab\u3002\u8fd9\u53ef\u4ee5\u5305\u62ec\u5ba2\u6237\u56e2\u961f\uff0c\u5171\u4eab\u89c4\u5219\u6216\u89d2\u8272\u5c42\u6b21\u7ed3\u6784\u3002<\/span><\/p>\n<p><span>\u9a6c\u7279\u51b3\u5b9a\u901a\u8fc7\u6210\u7acb\u5ba2\u6237\u5c0f\u7ec4\u8fdb\u884c\u5171\u4eab\u6765\u5f04\u6e7f\u81ea\u5df1\u3002<\/span><\/p>\n<ol>\n<li><span>\u5728\u201c\u8bbe\u7f6e\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Account Teams<\/code><span>\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u5ba2\u6237\u56e2\u961f\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5982\u679c\u7981\u7528\u4e86\u5ba2\u6237\u56e2\u961f\uff0c\u8bf7\u4e3a\u60a8\u7684\u7ec4\u7ec7\u542f\u7528\u5ba2\u6237\u56e2\u961f\u3002<\/span>\n<ol>\n<li><span>\u5728\u5ba2\u6237\u56e2\u961f\u8bbe\u7f6e\u9875\u9762\uff0c\u70b9\u51fb<\/span><strong><span>\u542f\u7528\u5e10\u6237\u56e2\u961f<\/span><\/strong><span>\uff0c\u9009\u62e9<\/span><strong><span>\u5ba2\u6237\u56e2\u961f\u542f\u7528<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u9875\u9762\u5e03\u5c40\u9009\u62e9\u201d\u9875\u9762\u4e0a\uff0c\u9009\u62e9\u62b5\u62bc\u56e2\u961f\u4f7f\u7528\u7684\u9875\u9762\u5e03\u5c40\uff0c\u542f\u7528\u201c<\/span><strong><span>\u6dfb\u52a0\u5230\u7528\u6237\u7684\u81ea\u5b9a\u4e49\u76f8\u5173\u5217\u8868<\/span><\/strong><span>\u201d\u5e76\u4fdd\u5b58\u3002<\/span><\/li>\n<\/ol>\n<\/li>\n<li><span>\u5728\u5ba2\u6237\u56e2\u961f\u8bbe\u7f6e\u9875\u9762\u4e0a\uff0c\u70b9\u51fb<\/span><strong><span>\u56e2\u961f\u89d2\u8272<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u56e2\u961f\u89d2\u8272\u9009\u62e9\u5217\u8868\u7f16\u8f91\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u65b0\u5efa\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u8d35\u516c\u53f8\u5206\u522b\u8f93\u5165<\/span><code>Loan Officer<\/code><span>\uff0c<\/span><code>Underwriter<\/code><span>\u548c\u5176\u4ed6\u4e0e\u62b5\u62bc\u76f8\u5173\u7684\u56e2\u961f\u89d2\u8272\uff0c\u7136\u540e\u4fdd\u5b58\u3002<\/span><\/li>\n<li><span>\u8981\u5c06\u65b0\u89d2\u8272\u79fb\u52a8\u5230\u9009\u62e9\u5217\u8868\u7684\u9876\u90e8\uff0c\u8bf7\u5355\u51fb\u201c<\/span><strong><span>\u91cd\u65b0\u6392\u5e8f\u201d<\/span><\/strong><span>\uff0c\u9009\u62e9\u65b0\u89d2\u8272\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u9876\u90e8<\/span><\/strong><span>\u201d\u5e76\u4fdd\u5b58\u3002<\/span><\/li>\n<\/ol>\n<h2 id=\"update-the-residential-loan-application-page-layout\"><span>\u66f4\u65b0\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7\u9875\u9762\u5e03\u5c40<\/span><\/h2>\n<p><span>Matt\u5c06\u8d37\u6b3e\u7533\u8bf7\u4eba\u548c\u8d37\u6b3e\u7533\u8bf7\u5bf9\u8c61\u6dfb\u52a0\u5230\u201c\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7\u201d\u9875\u9762\u5e03\u5c40\u7684\u201c\u76f8\u5173\u5217\u8868\u201d\u90e8\u5206\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-advanced-user-access-to-mortgage-features\/images\/2c93d4be0251768a157f8ca5aaf4a0e1_pasted-20-image-200-20-28.png\" alt=\"\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7\u7248\u5f0f\u9875\u9762\u3002\" \/><\/p>\n<ol>\n<li><span>\u5728\u5b89\u88c5\u7a0b\u5e8f\u4e2d\uff0c\u6253\u5f00\u201c<\/span><strong><span>\u5bf9\u8c61\u7ba1\u7406\u5668\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Residential Loan Application<\/code><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb<\/span><strong><span>\u9875\u9762\u5e03\u5c40<\/span><\/strong><span>\uff0c\u7136\u540e\u9009\u62e9\u62b5\u62bc\u7528\u6237\u770b\u5230\u7684\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7\u5e03\u5c40\u3002<\/span><\/li>\n<li><span>\u5728\u9762\u677f\u4e0a\uff0c\u9009\u62e9\u201c<\/span><strong><span>\u76f8\u5173\u5217\u8868\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5c06\u4ee5\u4e0b\u5bf9\u8c61\u4ece\u9762\u677f\u62d6\u5230\u201c\u76f8\u5173\u5217\u8868\u201d\u90e8\u5206\uff1a<\/span>\n<ul>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u4eba<\/span><\/li>\n<li><span>\u8d37\u6b3e\u7533\u8bf7\u4eba\u5730\u5740<\/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\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>\u6587\u4ef6\u6e05\u5355\u9879\u76ee<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span>\u70b9\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002\u5982\u679c\u7cfb\u7edf\u63d0\u793a\u60a8\u8986\u76d6\u7528\u6237\u7684\u76f8\u5173\u5217\u8868\u81ea\u5b9a\u4e49\uff0c\u8bf7\u70b9\u51fb<\/span><strong><span>\u662f<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<h2 id=\"create-and-assign-roles\"><span>\u521b\u5efa\u548c\u5206\u914d\u89d2\u8272<\/span><\/h2>\n<p><span>\u4e3a\u4e86\u4f7f\u50cfSofia\u8fd9\u6837\u7684\u4fe1\u8d37\u5458\u80fd\u591f\u5728Salesforce\u4e2d\u521b\u5efa\u50cfRichard Bennett\u8fd9\u6837\u7684\u5ba2\u6237\u7528\u6237\uff0cMatt\u5fc5\u987b\u9996\u5148\u4e3a\u5979\u5206\u914d\u4e00\u4e2a\u89d2\u8272\u3002<\/span><\/p>\n<ol>\n<li><span>\u521b\u5efa\u4e00\u4e2a\u4fe1\u8d37\u5458\u548c\u4e00\u4e2a\u5305\u9500\u5546\u89d2\u8272\u3002<\/span>\n<ol>\n<li><span>\u5728\u201c\u8bbe\u7f6e\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Roles<\/code><span>\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u89d2\u8272\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb\u8bbe\u7f6e\u89d2\u8272\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u521b\u5efa\u89d2\u8272\u5c42\u6b21\u7ed3\u6784\u201d\u9875\u9762\u4e0a\uff0c\u627e\u5230\u8d37\u6b3e\u5458\u89d2\u8272\u5411\u5176\u62a5\u544a\u7684\u89d2\u8272\uff0c\u7136\u540e\u5355\u51fb\u5176\u4e0b\u65b9\u7684\u201c<\/span><strong><span>\u6dfb\u52a0\u89d2\u8272\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u8f93\u5165\u65b0\u89d2\u8272\u7684\u6807\u7b7e\u3002\u9a6c\u7279\u8fdb\u5165<\/span><code>Loan Officer<\/code><span>\u3002<\/span><\/li>\n<li><span>\u4fdd\u5b58\u60a8\u7684\u66f4\u6539\u3002<\/span><\/li>\n<li><span>\u91cd\u590d\u6b65\u9aa4a\u5230e\u00a0<\/span><code>Underwriter<\/code><span>\u3002<\/span><\/li>\n<\/ol>\n<\/li>\n<li><span>\u5c06\u89d2\u8272\u5206\u914d\u7ed9\u4fe1\u8d37\u5458\u3002<\/span>\n<ol>\n<li><span>\u5728\u201c\u521b\u5efa\u89d2\u8272\u5c42\u6b21\u7ed3\u6784\u201d\u9875\u4e0a\uff0c\u5355\u51fb\u8981<\/span><strong><span>\u5206\u914d<\/span><\/strong><span>\u7684\u89d2\u8272\u65c1\u8fb9\u7684\u201c\u5206\u914d\u201d\u3002<\/span><\/li>\n<li><span>\u5728\u53ef\u7528\u7528\u6237\u641c\u7d22\u4e0b\uff0c\u9009\u62e9<\/span><strong><span>\u6240\u6709\u672a\u5206\u914d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u9009\u62e9<\/span><strong><span>Sofia Lopez<\/span><\/strong><span>\uff0c\u5355\u51fb<\/span><strong><span>\u6dfb\u52a0<\/span><\/strong><span>\uff0c\u7136\u540e\u4fdd\u5b58\u3002<\/span><\/li>\n<li><span>\u5bf9<\/span><strong><span>Shah Jahan<\/span><\/strong><span>\u91cd\u590d\u6b65\u9aa4a\u81f3c\u00a0\u3002<\/span><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<h2 id=\"set-up-an-actions-and-recommendations-list\"><span>\u8bbe\u7f6e\u884c\u52a8\u548c\u5efa\u8bae\u6e05\u5355<\/span><\/h2>\n<p><span>\u6700\u540e\uff0cMatt\u5728\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u4e0a\u7684\u201c\u64cd\u4f5c\u548c\u5efa\u8bae\u201d\u5217\u8868\u4e2d\u521b\u5efa\u8981\u663e\u793a\u7ed9\u7d22\u975e\u4e9a\u7684\u6d41\u7a0b\u5217\u8868\u3002<\/span><\/p>\n<ol>\n<li><span>\u5728\u201c\u8bbe\u7f6e\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Recommendations<\/code><span>\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u64cd\u4f5c\u548c\u5efa\u8bae\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb\u201c<\/span><strong><span>\u65b0\u5efa\u90e8\u7f72\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u4e0b\u4e00\u6b65\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u8f93\u5165\u90e8\u7f72\u6807\u7b7e\u3002\u9a6c\u7279\u8fdb\u5165<\/span><code>Mortgage Flows<\/code><span>\u3002<\/span><\/li>\n<li><span>\u9009\u62e9<\/span><strong><span>\u6d41\u7a0b\u548c\u5feb\u901f\u64cd\u4f5c<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u4e0b\u4e00\u6b65<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u53ef\u7528\u5bf9\u8c61\u4e0b\uff0c\u8f93\u5165<\/span><code>Residential Loan Application<\/code><span>\uff0c\u7136\u540e\u9009\u62e9<\/span><strong><span>\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u8981\u5c06\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7\u6dfb\u52a0\u5230\u201c\u9009\u5b9a\u5bf9\u8c61\u201d\u5217\u8868\u4e2d\uff0c\u8bf7\u5355\u51fb\u5411\u53f3\u7bad\u5934\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u4e0b\u4e00\u6b65\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u6240\u6709\u64cd\u4f5c\u201d\u4e0b\uff0c\u5c06\u4ee5\u4e0b\u6d41\u7a0b\u62d6\u5230\u201c\u6700\u56fa\u5b9a\u64cd\u4f5c\u548c\u5efa\u8bae\u201d\u6846\u4e2d\uff1a<\/span>\n<ol>\n<li><strong><span>\u8d37\u65b9\u8d37\u6b3e\u4fe1\u606f-\u6d41<\/span><\/strong><\/li>\n<li><strong><span>\u501f\u6b3e\u4eba\u4fe1\u606f-\u6d41<\/span><\/strong><\/li>\n<li><strong><span>\u8d44\u4ea7\u548c\u8d1f\u503a-\u6d41\u91cf<\/span><\/strong><\/li>\n<\/ol>\n<\/li>\n<li><span>\u5355\u51fb<\/span><strong><span>\u4e0b\u4e00\u6b65<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u9009\u62e9\u8981\u6dfb\u52a0\u7684\u64cd\u4f5c\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u201c\u64cd\u4f5c\u6807\u7b7e\u201d\u5de6\u4fa7\u7684\u590d\u9009\u6846\u4ee5\u53d6\u6d88\u9009\u62e9\u6240\u6709\u64cd\u4f5c\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u64cd\u4f5c\u6807\u7b7e\u201d\u4e0b\uff0c\u9009\u62e9\u201c<\/span><strong><span>\u8d44\u4ea7\u548c\u8d1f\u503a\u201d<\/span><\/strong><span>\uff0c\u201c<\/span><strong><span>\u501f\u6b3e\u4eba\u4fe1\u606f<\/span><\/strong><span>\u201d\u548c\u201c<\/span><strong><span>\u8d37\u6b3e\u4eba\u4fe1\u606f\u201d<\/span><\/strong><span>\u3002<\/span><br \/>\n<span>\u8fd9\u4e9b\u5c06\u53ef\u4ee5\u4ece\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7\u8bb0\u5f55\u4e2d\u83b7\u5f97\u3002<\/span><\/li>\n<li><span>\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u8f6c\u5230Lightning App Builder\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c Lightning App Builder\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u65b0\u5efa\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u521b\u5efa\u65b0\u7684\u95ea\u7535\u201d\u9875\u9762\u4e0a\uff0c\u9009\u62e9\u201c<\/span><strong><span>\u8bb0\u5f55\u9875\u9762\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u4e0b\u4e00\u6b65\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u8f93\u5165<\/span><code>Residential Loan Application Record Page<\/code><span>\u6807\u7b7e\uff0c\u5c06\u5bf9\u8c61\u8bbe\u7f6e\u4e3a<\/span><strong><span>\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u4e0b\u4e00\u6b65<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u9009\u62e9<\/span><strong><span>CLONE SALESFORCE DEFAULT PAGE<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>Finish<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5c06\u201c\u64cd\u4f5c\u548c\u5efa\u8bae\u201d\u7ec4\u4ef6\u62d6\u5230\u201c\u5c45\u6240\u8d37\u6b3e\u7533\u8bf7\u8bb0\u5f55\u201d\u9875\u9762\u4e0a\u7684\u53f3\u5217\u4e2d\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u64cd\u4f5c\u548c\u5efa\u8bae\u201d\u5c5e\u6027\u4fa7\u680f\u4e2d\uff0c\u5c06\u201c\u64cd\u4f5c\u548c\u5efa\u8bae\u201d\u90e8\u7f72\u8bbe\u7f6e\u4e3a\u60a8\u521b\u5efa\u7684\u90e8\u7f72\u3002<\/span><br \/>\n<span>Matt\u5c06\u5176\u8bbe\u7f6e\u4e3a<\/span><strong><span>Mortgage Flows<\/span><\/strong><span>\u90e8\u7f72\u3002<\/span><\/li>\n<li><span>\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u6fc0\u6d3b\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u6fc0\u6d3b\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u5206\u914d\u4e3a\u7ec4\u7ec7\u9ed8\u8ba4\u503c\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u5206\u914d\u5f62\u72b6\u56e0\u6570\u201d\u9875\u9762\u4e0a\uff0c\u9009\u62e9\u201c<\/span><strong><span>\u53f0\u5f0f\u673a\u548c\u7535\u8bdd\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<p><span>\u8fd9\u6837\uff0cMatt\u5b8c\u6210\u4e86\u8bbe\u7f6e\u6240\u6709\u5fc5\u9700\u7684\u7528\u6237\u8bbf\u95ee\u62b5\u62bc\u529f\u80fd\u7684\u6743\u9650\u3002\u5728\u5373\u5c06\u5230\u6765\u7684\u90e8\u95e8\u4e2d\uff0cMatt\u8bbe\u7f6e\u4e86\u501f\u6b3e\u4eba\u5bf9Salesforce\u793e\u533a\u4e2d\u62b5\u62bc\u8d37\u6b3e\u7533\u8bf7\u7684\u8bbf\u95ee\u6743\u9650\u3002\u4ed6\u8fd8\u652f\u6301\u6587\u6863\u8ddf\u8e2a\u548c\u6279\u51c6\uff0c\u786e\u4fdd\u7aef\u5230\u7aef\u6570\u5b57\u5316\u3002<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807 \u5b8c\u6210\u672c\u6a21\u5757\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a \u521b\u5efa\u548c\u5206\u914d\u62b5\u62bc\u7528\u6237\u914d\u7f6e\u6587\u4ef6\u3002 \u8bbe\u7f6e\u5e10\u6237\u5171\u4eab\u3002 \u66f4\u65b0\u201c\u4f4f\u5b85\u8d37\u6b3e\u7533\u8bf7\u201d\u9875\u9762\u7684\u5e03 &hellip; <a href=\"http:\/\/www.ponybai.com\/?p=3018\" class=\"more-link\">\u7ee7\u7eed\u9605\u8bfb<span class=\"screen-reader-text\">\u91d1\u878d\u670d\u52a1\u4e91\u7684\u62b5\u62bc\u638c\u63e1 &#8211; \u8bbe\u7f6e\u9ad8\u7ea7\u7528\u6237\u8bbf\u95ee\u62b5\u62bc\u529f\u80fd<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":3019,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[],"class_list":["post-3018","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-146"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - 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