{"id":3024,"date":"2021-01-06T01:31:18","date_gmt":"2021-01-05T17:31:18","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=3024"},"modified":"2021-01-06T01:31:18","modified_gmt":"2021-01-05T17:31:18","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-%e5%90%af%e7%94%a8%e6%96%87%e6%a1%a3%e8%b7%9f%e8%b8%aa%e5%92%8c%e6%89%b9%e5%87%86","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=3024","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u7684\u62b5\u62bc\u638c\u63e1 &#8211; \u542f\u7528\u6587\u6863\u8ddf\u8e2a\u548c\u6279\u51c6"},"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\u6587\u6863\u6e05\u5355\u6743\u9650\u96c6\u3002<\/span><\/li>\n<li><span>\u66f4\u65b0\u5546\u673a\u548c\u5ba2\u6237\u9875\u9762\u5e03\u5c40\u3002<\/span><\/li>\n<li><span>\u8bbe\u7f6e\u6587\u6863\u7c7b\u578b\uff0c\u5e76\u5141\u8bb8\u501f\u6b3e\u4eba\u8bbf\u95ee\u793e\u533a\u4e2d\u7684\u6587\u6863\u6e05\u5355\u9879\u76ee\u3002<\/span><\/li>\n<li><span>\u521b\u5efa\u793e\u533a\u7528\u6237\u914d\u7f6e\u6587\u4ef6\u5e76\u5c06\u5176\u5206\u914d\u7ed9\u793e\u533a\u3002<\/span><\/li>\n<li><span>\u4f7f\u7528\u6587\u6863\u6e05\u5355\u6743\u9650\u96c6\u7684\u7cbe\u7ec6\u6743\u9650\u66f4\u65b0\u7528\u6237\u914d\u7f6e\u6587\u4ef6\u3002<\/span><\/li>\n<li><span>\u8bbe\u7f6e\u5171\u4eab\u3002<\/span><\/li>\n<li><span>\u521b\u5efa\u6279\u51c6\u8fc7\u7a0b\u3002<\/span><\/li>\n<\/ul>\n<h2 id=\"introduction\"><span>\u4ecb\u7ecd<\/span><\/h2>\n<p><span>\u8fd8\u8bb0\u5f97\u6211\u4eec\u5728\u7b2c\u4e00\u5355\u5143\u4e2d\u6240\u8bf4\u7684\u90a3\u6837\uff0c\u5373\u5927\u591a\u6570\u8d37\u6b3e\u9700\u8981\u5927\u91cf\u6587\u4e66\u5de5\u4f5c\uff0c\u800c\u62b5\u62bc\u8d37\u6b3e\u4e5f\u4e00\u6837\u5417\uff1f\u501f\u6b3e\u4eba\u53d1\u73b0\uff0c\u4e0e\u91d1\u878d\u670d\u52a1\u673a\u6784\u5408\u4f5c\u65f6\uff0c\u7533\u8bf7\u62b5\u62bc\u8d37\u6b3e\u662f\u4ed6\u4eec\u9047\u5230\u7684\u6700\u590d\u6742\uff0c\u6700\u8017\u65f6\u7684\u4efb\u52a1\u3002\u5b9e\u9645\u4e0a\uff0c\u7531\u4e8e\u6570\u636e\u548c\u8fc7\u65f6\u7684\u6d41\u7a0b\u5206\u6563\u5728\u8bb8\u591a\u4e0d\u540c\u7684\u5b64\u5c9b\u548c\u5229\u76ca\u76f8\u5173\u8005\u4e2d\uff0c\u56e0\u6b64\u5e73\u5747\u9700\u898146\u5929\u624d\u80fd\u5b8c\u6210\u62b5\u62bc\u8d37\u6b3e\u7684\u6e05\u7b97\u3002\u00a0<\/span><\/p>\n<p><span>\u533b\u751f\u9488\u5bf9\u6b64\u95ee\u9898\u8ba2\u8d2d\u7684\u6b63\u662fSalesforce\u7684\u6587\u6863\u8ddf\u8e2a\u548c\u6279\u51c6\u521b\u65b0\u3002\u901a\u8fc7\u5141\u8bb8\u50cfRichard\u8fd9\u6837\u7684\u501f\u6b3e\u4eba\u548c\u50cfSofia\u8fd9\u6837\u7684\u501f\u6b3e\u4eba\u4e0a\u8f7d\u62b5\u62bc\u7533\u8bf7\u6240\u9700\u7684\u8bc1\u660e\u6587\u4ef6\uff0c\u6587\u6863\u8ddf\u8e2a\u7b80\u5316\u4e86\u501f\u6b3e\u4eba\u7684\u53c2\u4e0e\u3002\u00a0<\/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\/enable-document-tracking-and-approvals\/images\/262f00fdf2724ef6da893e741c8e014e_screen-20-shot-202019-08-22-20-at-2012-53-39-20-pm.png\" alt=\"\u5728Financial Services Cloud\u4e2d\u8bb0\u5f55Richard Bennet\u7684\u6e05\u5355\u6e05\u5355\u9879\u76ee\u3002\" \/><\/p>\n<p><span>\u7d22\u975e\u4e9a\u53ef\u4ee5\u4e3aRichard\u521b\u5efa\u6587\u4ef6\u6e05\u5355\u6e05\u5355\u7684\u6e05\u5355\uff0c\u56e0\u6b64\u4ed6\u53ef\u4ee5\u6e05\u695a\u5730\u770b\u5230\u9700\u8981\u54ea\u4e9b\u6587\u4ef6\u3002\u6bcf\u4e2a\u6587\u4ef6\u90fd\u7ecf\u8fc7Cumulus\u5b9a\u4e49\u7684\u6279\u51c6\u8fc7\u7a0b\uff0cRichard\u548cSofia\uff08\u4ee5\u53ca\u5305\u9500\u5546Shah\uff09\u90fd\u53ef\u4ee5\u4e86\u89e3\u6bcf\u4e2a\u6587\u4ef6\u7684\u72b6\u6001\u3002<\/span><\/p>\n<p><span>\u7ba1\u7406\u5458Matt\u53ef\u4ee5\u521b\u5efa\u6587\u4ef6\u7c7b\u578b\uff0c\u8fd9\u4e9b\u6587\u4ef6\u7c7b\u578b\u5b9a\u4e49\u5b8c\u6210\u62b5\u62bc\u8fc7\u7a0b\u6240\u9700\u7684\u5e38\u89c1\u6587\u4ef6\u3002\u7136\u540e\uff0c\u7d22\u975e\u4e9a\u53ef\u4ee5\u4e3aRichard\u7b49\u5ba2\u6237\u6240\u9700\u7684\u6bcf\u4e2a\u6587\u4ef6\u521b\u5efa\u6587\u6863\u6e05\u5355\u6e05\u5355\u9879\u76ee\u3002\u7406\u67e5\u5fb7\u7136\u540e\u4e3a\u6587\u6863\u6e05\u5355\u9879\u76ee\u4e0a\u8f7d\u76f8\u5173\u6587\u4ef6\uff0c\u5e76\u901a\u8fc7\u6279\u51c6\u6d41\u7a0b\u8ddf\u8e2a\u6587\u4ef6\uff0c\u6700\u7ec8\u88ab\u8bf8\u5982Shah\u7684\u627f\u9500\u5546\u6279\u51c6\u6216\u62d2\u7edd\u3002Richard\u4f1a\u4e0a\u4f20\u88ab\u62d2\u7edd\u6587\u6863\u7684\u65b0\u7248\u672c\uff0c\u5e76\u8ddf\u8e2a\u5176\u4e0a\u4f20\u6587\u6863\u4ece\u63d0\u4ea4\u5230\u6279\u51c6\u7684\u8fdb\u5ea6\u3002<\/span><\/p>\n<p><iframe class=\"image-center\" src=\"https:\/\/www.youtube.com\/embed\/XzKYepEEf8k?&amp;wmode=opaque\" width=\"899\" height=\"505.6875\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<h2 id=\"update-opportunity-and-account-page-layouts\"><span>\u66f4\u65b0\u673a\u4f1a\u548c\u5e10\u6237\u9875\u9762\u5e03\u5c40<\/span><\/h2>\n<p><span>\u63a5\u4e0b\u6765\uff0cMatt\u5c06\u201c\u6587\u6863\u6e05\u5355\u9879\u76ee\u201d\u7ec4\u4ef6\u6dfb\u52a0\u5230\u201c\u673a\u4f1a\u201d\u548c\u201c\u5ba2\u6237\u201d\u9875\u9762\u5e03\u5c40\u7684\u201c\u76f8\u5173\u5217\u8868\u201d\u90e8\u5206\u3002<\/span><\/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>\u8f93\u5165<\/span><code>Opportunity<\/code><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u5546\u673a<\/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\u7528\u6237\u5c06\u5728\u6587\u6863\u6e05\u5355\u5217\u8868\u9879\u4e2d\u770b\u5230\u7684\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<\/span><strong><span>\u6587\u6863\u68c0\u67e5\u6e05\u5355\u9879\u76ee<\/span><\/strong><span>\u4ece\u9762\u677f\u62d6\u5230\u201c\u76f8\u5173\u5217\u8868\u201d\u90e8\u5206\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u201d<\/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<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>\u70b9\u51fb<\/span><strong><span>\u5e10\u6237<\/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\u7528\u6237\u5c06\u5728\u6587\u6863\u6e05\u5355\u5217\u8868\u9879\u4e2d\u770b\u5230\u7684\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<\/span><strong><span>\u6587\u6863\u68c0\u67e5\u6e05\u5355\u9879\u76ee<\/span><\/strong><span>\u4ece\u9762\u677f\u62d6\u5230\u201c\u76f8\u5173\u5217\u8868\u201d\u90e8\u5206\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u201d<\/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=\"set-up-document-types\"><span>\u8bbe\u7f6e\u6587\u4ef6\u7c7b\u578b<\/span><\/h2>\n<p><span>Matt\u5b9a\u4e49\u4e86\u901a\u5e38\u9700\u8981\u7684\u6587\u6863\u7c7b\u578b\uff0c\u4ee5\u5c06\u65b0\u6587\u6863\u6e05\u5355\u5217\u8868\u9879\u76ee\u4e0e\u6587\u6863\u7c7b\u578b\u76f8\u5173\u8054\u3002\u793a\u4f8b\u5305\u62ecW-2\uff0c\u9a7e\u7167\u548c\u5de5\u8d44\u5355\u3002Matt\u4e5f\u53ef\u4ee5\u5728\u62a5\u544a\u4e2d\u4f7f\u7528\u8fd9\u4e9b\u6587\u6863\u7c7b\u578b\u8fdb\u884c\u8fc7\u6ee4\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\/image\/upload\/doc\/trailhead\/en-usb473bb5ea1b7e61dfb07e6a7e547de6b.gif\" alt=\"\u6ce8\u610f\" \/><\/p>\n<div class=\"mediaBd\">\n<h4 class=\"mbs\"><span>\u6ce8\u610f<\/span><\/h4>\n<div class=\"message-media-content\">\n<p><span>\u521b\u5efa\u6587\u6863\u7c7b\u578b\u662f\u53ef\u9009\u7684\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<ol>\n<li><span>\u5728\u201c\u8bbe\u7f6e\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Document Type<\/code><span>\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u6587\u6863\u7c7b\u578b\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u70b9\u51fb<\/span><strong><span>\u65b0\u5efa\u6587\u6863\u7c7b\u578b<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u65b0\u6587\u6863\u7c7b\u578b\u201d\u5c4f\u5e55\u4e0a\uff0c\u8f93\u5165\u6807\u7b7e\u3002\u9a6c\u7279\u8fdb\u5165<\/span><code>Driver\u2019s License<\/code><span>\u3002<\/span><\/li>\n<li><span>\u8981\u6dfb\u52a0\u5176\u4ed6\u6587\u6863\u7c7b\u578b\uff0c\u8bf7\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u5e76\u65b0\u5efa\u201d<\/span><\/strong><span>\uff0c\u6216\u8005\u8981\u5b8c\u6210\u64cd\u4f5c\uff0c\u8bf7\u5355\u51fb\u201c<\/span><strong><span>\u4fdd\u5b58\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<h2 id=\"allow-borrowers-access-to-document-checklist-items-in-communities\"><span>\u5141\u8bb8\u501f\u6b3e\u4eba\u8bbf\u95ee\u793e\u533a\u4e2d\u7684\u6587\u6863\u6e05\u5355\u6e05\u5355\u9879\u76ee<\/span><\/h2>\n<p><span>Matt\u53ef\u4ee5\u4f7f\u50cfRichard\u4e00\u6837\u7684\u5ba2\u6237\u83b7\u5f97\u6388\u6743\uff0c\u65b9\u6cd5\u662f\u4f7f\u4ed6\u4eec\u53ef\u4ee5\u901a\u8fc7\u793e\u533a\u76f4\u63a5\u8bbf\u95ee\u6587\u6863\u6e05\u5355\u9879\u76ee\u3002\u00a0<\/span><\/p>\n<p><span>\u8fd9\u662f\u4e00\u4e2a\u4e24\u6b65\u8fc7\u7a0b\u3002<\/span><\/p>\n<ol>\n<li><span>Matt\u5fc5\u987b\u9996\u5148\u4e3aRichard\u521b\u5efa\u793e\u533a\u7528\u6237\u4e2a\u4eba\u8d44\u6599\u3002<\/span><\/li>\n<li><span>\u7136\u540e\uff0cMatt\u5fc5\u987b\u5c06Richard\u7684\u4e2a\u4eba\u8d44\u6599\u5206\u914d\u7ed9\u7279\u5b9a\u793e\u533a\u3002<\/span><\/li>\n<\/ol>\n<p><span>\u8ba9\u6211\u4eec\u770b\u770bMatt\u5982\u4f55\u6267\u884c\u8fd9\u4e9b\u6b65\u9aa4\u3002<\/span><\/p>\n<h2 id=\"create-a-community-user-profile\"><span>\u521b\u5efa\u793e\u533a\u7528\u6237\u4e2a\u4eba\u8d44\u6599<\/span><\/h2>\n<p><span>Matt\u521b\u5efa\u4e86\u4e00\u4e2a\u5ba2\u6237\u793e\u533a\u4ee5\u53ca\u53ef\u8bbf\u95ee\u6587\u6863\u6e05\u5355\u9879\u76ee\u7684\u4e2a\u4eba\u8d44\u6599\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\u5355\u51fb\u201c\u5ba2\u6237\u793e\u533a\u767b\u5f55\u7528\u6237\u201d\uff0c\u201c\u5ba2\u6237\u793e\u533aPlus\u767b\u5f55\u7528\u6237\u201d\uff0c\u201c\u5ba2\u6237\u793e\u533aPlus\u7528\u6237\u201d\u6216\u201c\u5ba2\u6237\u793e\u533a\u7528\u6237\u201d\u914d\u7f6e\u6587\u4ef6\u65c1\u8fb9\u7684\u201c<\/span><strong><span>\u514b\u9686\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u8f93\u5165\u514b\u9686\u7684\u914d\u7f6e\u6587\u4ef6\u7684\u540d\u79f0\u5e76\u4fdd\u5b58\u3002\u9a6c\u7279\u8fdb\u5165<\/span><code>Mortgage Community<\/code><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u914d\u7f6e\u6587\u4ef6\u7f16\u8f91\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb<\/span><strong><span>\u7f16\u8f91<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u6807\u51c6\u5bf9\u8c61\u6743\u9650\u4e0b\uff0c\u542f\u7528\u5bf9\u6587\u6863\u6e05\u5355\u5217\u8868\u9879\u76ee\u7684\u8bfb\u53d6\u8bbf\u95ee\u6743\u9650\uff0c\u7136\u540e\u70b9\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<h2 id=\"assign-a-profile-to-a-community\"><span>\u5c06\u914d\u7f6e\u6587\u4ef6\u5206\u914d\u7ed9\u793e\u533a<\/span><\/h2>\n<p><span>\u9a6c\u7279\u73b0\u5728\u5c06\u6309\u63ed\u793e\u533a\u7528\u6237\u4e2a\u4eba\u8d44\u6599\u5206\u914d\u7ed9SF\u6e7e\u533a\u793e\u533a\u3002\u5728\u8fd9\u4e2a\u793e\u533a\u4e2d\uff0cRichard\u548c\u5176\u4ed6\u7c7b\u4f3c\u4ed6\u7684\u5ba2\u6237\u53ef\u4ee5\u4e0a\u8f7d\u6240\u9700\u7684\u6587\u4ef6\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\/image\/upload\/doc\/trailhead\/en-usb473bb5ea1b7e61dfb07e6a7e547de6b.gif\" alt=\"\u6ce8\u610f\" \/><\/p>\n<div class=\"mediaBd\">\n<h4 class=\"mbs\"><span>\u6ce8\u610f<\/span><\/h4>\n<div class=\"message-media-content\">\n<p><span>\u786e\u4fdd\u5df2\u542f\u7528\u793e\u533a\uff0c\u5e76\u4e14\u81f3\u5c11\u4e3a\u60a8\u7684\u7ec4\u7ec7\u521b\u5efa\u4e86\u4e00\u4e2a\u793e\u533a\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<ol>\n<li><span>\u5728\u201c\u8bbe\u7f6e\u201d\u7684\u201c\u5feb\u901f\u67e5\u627e\u201d\u6846\u4e2d\uff0c\u8f93\u5165<\/span><code>Communities<\/code><span>\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u6240\u6709\u793e\u533a\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb\u60a8\u8981\u5411\u5176\u5206\u914d\u7528\u6237\u914d\u7f6e\u6587\u4ef6\u7684\u793e\u533a\u65c1\u8fb9\u7684<\/span><strong><span>\u5de5\u4f5c\u533a<\/span><\/strong><span>\u3002Matt\u9009\u62e9\u4e86SF\u6e7e\u533a\u793e\u533a\u3002<\/span><\/li>\n<li><span>\u5355\u51fb<\/span><strong><span>\u7ba1\u7406<\/span><\/strong><span>\u78c1\u8d34\u3002<\/span><\/li>\n<li><span>\u5355\u51fb\u5de6\u4fa7\u7a97\u683c\u4e2d\u7684<\/span><strong><span>\u6210\u5458<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u9009\u62e9\u914d\u7f6e\u6587\u4ef6\u201d\u4e0b\uff0c\u5728\u641c\u7d22\u4e0b\u62c9\u5217\u8868\u4e2d\u9009\u62e9\u201c<\/span><strong><span>\u5ba2\u6237<\/span><\/strong><span>\u201d\u3002\u8f93\u5165\u5ba2\u6237\u793e\u533a\u7684\u540d\u79f0\u4ee5\u53ca\u60a8\u521b\u5efa\u7684\u5177\u6709\u6587\u6863\u6e05\u5355\u9879\u8bbf\u95ee\u6743\u9650\u7684\u7528\u6237\u4e2a\u4eba\u8d44\u6599\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u67e5\u627e<\/span><\/strong><span>\u3002<\/span><br \/>\n<span>\u9a6c\u7279\u8fdb\u5165<\/span><code>Mortgage Community<\/code><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u53ef\u7528\u914d\u7f6e\u6587\u4ef6\u201d\u4e0b\uff0c\u9009\u62e9\u201c<\/span><strong><span>\u62b5\u62bc\u8d37\u6b3e\u793e\u533a\u201d<\/span><\/strong><span>\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u6dfb\u52a0\u201d<\/span><\/strong><span>\uff0c\u7136\u540e\u4fdd\u5b58\u3002<\/span><\/li>\n<\/ol>\n<p><span>\u00a0\u6700\u540e\uff0c\u5c06\u60a8\u6dfb\u52a0\u5230\u201c\u6240\u9009\u914d\u7f6e\u6587\u4ef6\u201d\u4e2d\u7684\u914d\u7f6e\u6587\u4ef6\u5206\u914d\u7ed9\u9700\u8981\u8bbf\u95ee\u6587\u6863\u6e05\u5355\u9879\u76ee\u7684\u793e\u533a\u7528\u6237\u3002\u9a6c\u7279\u5c06\u6309\u63ed\u793e\u533a\u4e2a\u4eba\u8d44\u6599\u5206\u914d\u7ed9\u4e86\u7406\u67e5\u5fb7\u00b7\u8d1d\u5185\u7279\u3002\u00a0<\/span><\/p>\n<h2 id=\"update-user-profiles\"><span>\u66f4\u65b0\u7528\u6237\u8d44\u6599<\/span><\/h2>\n<p><span>Matt\u5c06\u6587\u6863\u68c0\u67e5\u6e05\u5355\u9879\u76ee\u6807\u51c6\u5bf9\u8c61\u7684\u76f8\u5173\u6743\u9650\u6dfb\u52a0\u5230\u4e86\u7528\u6237\u914d\u7f6e\u6587\u4ef6\uff08\u4f8b\u5982\u8d37\u6b3e\u5458\u548c\u627f\u9500\u5546\uff09\u3002\u5bf9\u4e8e\u50cfSofia\u8fd9\u6837\u7684\u4fe1\u8d37\u5458\uff0cMatt\u63d0\u4f9b\u8bfb\u53d6\uff0c\u7f16\u8f91\uff0c\u521b\u5efa\u548c\u5220\u9664\u8bbf\u95ee\u6743\u9650\u3002\u8fd9\u4f7f\u7d22\u975e\u4e9a\u80fd\u591f\u5145\u5206\u652f\u6301\u5176\u5ba2\u6237\u3002\u00a0<\/span><\/p>\n<p><span>\u5bf9\u4e8eShah\u8fd9\u6837\u7684\u627f\u9500\u5546\uff0cMatt\u4ec5\u63d0\u4f9b\u8bfb\u53d6\u6743\u9650\u3002\u8fd9\u6837\uff0cShah\u53ef\u4ee5\u67e5\u770b\u4e0e\u5176\u5de5\u4f5c\u76f8\u5173\u7684\u8bb0\u5f55\uff0c\u4f46\u53ef\u4ee5\u9632\u6b62\u4ed6\u4fee\u6539\u8bb0\u5f55\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\u5355\u51fb\u8981\u5411\u5176\u6dfb\u52a0\u6587\u6863\u6e05\u5355\u9879\u76ee\u8bbf\u95ee\u6743\u9650\u7684\u914d\u7f6e\u6587\u4ef6\u65c1\u8fb9\u7684\u201c<\/span><strong><span>\u7f16\u8f91\u201d<\/span><\/strong><span>\u3002<\/span><br \/>\n<span>\u9a6c\u7279\u9009\u62e9<\/span><strong><span>\u4fe1\u8d37\u5458<\/span><\/strong><span>\u3002\u56de\u60f3\u4e00\u4e0b\uff0c\u9a6c\u7279\uff08Matt\uff09\u548c\u4fdd\u9669\u4eba\uff08Underwriter\uff09\u5728\u5355\u51433\u4e2d\u521b\u5efa\u4e86\u6b64\u914d\u7f6e\u6587\u4ef6\uff0c\u5e76\u5c06\u5176\u5206\u914d\u7ed9\u4e86\u7d22\u975e\u4e9a\u3002<\/span><\/li>\n<li><span>\u5728\u6807\u51c6\u5bf9\u8c61\u6743\u9650\u4e0b\uff0c\u4e3a\u51ed\u8bc1\u6e05\u5355\u9879\u76ee\u9009\u62e9\u5fc5\u8981\u7684\u6743\u9650\uff0c\u7136\u540e\u70b9\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><br \/>\n<span>Matt\u9009\u62e9\u201c<\/span><strong><span>\u8bfb\u53d6\u201d<\/span><\/strong><span>\uff0c\u201c<\/span><strong><span>\u521b\u5efa\u201d<\/span><\/strong><span>\uff0c\u201c<\/span><strong><span>\u7f16\u8f91<\/span><\/strong><span>\u201d\u548c\u201c<\/span><strong><span>\u5220\u9664\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5bf9Underwriter\u914d\u7f6e\u6587\u4ef6\u91cd\u590d\u6b65\u9aa41\u52303\uff0c\u4f46\u5206\u914d\u53ea\u8bfb\u6743\u9650\u3002<\/span><\/li>\n<\/ol>\n<h2 id=\"set-up-sharing\"><span>\u8bbe\u7f6e\u5171\u4eab<\/span><\/h2>\n<p><span>Matt\u4f7f\u7528\u5171\u4eab\u8bbe\u7f6e\u6765\u63a7\u5236\u7528\u6237\u5bf9\u6587\u6863\u6e05\u5355\u9879\u76ee\u7684\u8bbf\u95ee\u3002<\/span><\/p>\n<p><span>\u4ed6\u4f7f\u7528\u5e10\u6237\u5171\u4eab\u6a21\u578b\uff08\u5305\u62ec\u5e10\u6237\u56e2\u961f\uff0c\u5171\u4eab\u89c4\u5219\u6216\u89d2\u8272\u5c42\u6b21\u7ed3\u6784\uff09\u4e3a\u6587\u6863\u6e05\u5355\u9879\u76ee\u8bbe\u7f6e\u5171\u4eab\u3002\u6587\u6863\u6e05\u5355\u9879\u76ee\u6240\u6709\u8005\u8fd8\u53ef\u4ee5\u624b\u52a8\u5171\u4eab\u8bb0\u5f55\u3002\u67e5\u770b\u53c2\u8003\u8d44\u6599\u90e8\u5206\u4ee5\u83b7\u53d6\u66f4\u591a\u4fe1\u606f\u3002<\/span><\/p>\n<h2 id=\"create-an-approval-process\"><span>\u521b\u5efa\u6279\u51c6\u6d41\u7a0b<\/span><\/h2>\n<p><span>Matt\u4e3a\u6587\u6863\u6e05\u5355\u9879\u76ee\u5bf9\u8c61\u521b\u5efa\u6279\u51c6\u8fc7\u7a0b\u3002<\/span><\/p>\n<p><span>\u4f7f\u7528\u6807\u51c6\u7684\u72b6\u6001\u5b57\u6bb5\u6216\u81ea\u5b9a\u4e49\u5b57\u6bb5\u6765\u63a8\u52a8\u60a8\u7684\u6279\u51c6\u8fc7\u7a0b\u3002\u6587\u6863\u6e05\u5355\u9879\u76ee\u7684\u6279\u51c6\u8005\u53ef\u4ee5\u662f\u5ba2\u6237\u56e2\u961f\uff0c\u6587\u6863\u6e05\u5355\u9879\u76ee\u4e0a\u7684\u81ea\u5b9a\u4e49\u5b57\u6bb5\uff0c\u961f\u5217\u6216\u81ea\u5b9a\u4e49\u7ec4\u3002\u67e5\u770b\u53c2\u8003\u8d44\u6599\u90e8\u5206\u4ee5\u83b7\u53d6\u66f4\u591a\u4fe1\u606f\u3002<\/span><\/p>\n<h2 id=\"change-item-deletion-settings\"><span>\u66f4\u6539\u9879\u76ee\u5220\u9664\u8bbe\u7f6e<\/span><\/h2>\n<p><span>\u66f4\u6539\u5e26\u6709\u9644\u4ef6\u7684\u6e05\u5355\u9879\u76ee\u8bbe\u7f6e\uff0c\u4ee5\u4f7f\u6587\u6863\u6e05\u5355\u9879\u76ee\u88ab\u5220\u9664\uff0c\u5373\u4f7f\u5df2\u4e3a\u5b83\u4eec\u4e0a\u4f20\u4e86\u6587\u4ef6\u3002\u9ed8\u8ba4\u60c5\u51b5\u4e0b\uff0c\u4e0a\u4f20\u6587\u4ef6\u540e\uff0c\u60a8\u5c06\u65e0\u6cd5\u5220\u9664\u6587\u6863\u6e05\u5355\u5217\u8868\u9879\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>Document<\/code><span>\uff0c\u7136\u540e\u9009\u62e9\u201c<\/span><strong><span>\u6587\u6863\u6e05\u5355\u8bbe\u7f6e\u201d<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u201c\u6587\u6863\u6e05\u5355\u8bbe\u7f6e\u201d\u9875\u9762\u4e0a\uff0c\u5355\u51fb\u201c<\/span><strong><span>\u5e26\u6709\u9644\u4ef6\u7684\u6e05\u5355\u9879\u76ee\u201d<\/span><\/strong><span>\u3002\u5c06\u8be5\u503c\u8bbe\u7f6e\u4e3a<\/span><strong><span>On\u65f6<\/span><\/strong><span>\uff0c\u5373\u4f7f\u5df2\u4e0a\u4f20\u76f8\u5173\u6587\u4ef6\uff0c\u5b83\u4e5f\u5141\u8bb8\u5220\u9664\u6587\u6863\u6e05\u5355\u9879\u76ee\u3002\uff08\u4e0a\u4f20\u7684\u6587\u4ef6\u4e0d\u4f1a\u88ab\u5220\u9664\u3002\uff09<\/span><\/li>\n<\/ol>\n<h2 id=\"summing-up\"><span>\u52a0\u8d77\u6765<\/span><\/h2>\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\/enable-document-tracking-and-approvals\/images\/2251a7c96c1359d2a7a0eec913da9524_pasted-20-image-200-20-24.png\" alt=\"\u91d1\u878d\u670d\u52a1\u4e91\u62b5\u62bc\u4f7fCumulus\u53ef\u4ee5360\u5ea6\u4e86\u89e3\u501f\u6b3e\u4eba\u3002\" 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