{"id":3517,"date":"2021-01-05T23:48:21","date_gmt":"2021-01-05T15:48:21","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2924"},"modified":"2021-01-05T23:48:21","modified_gmt":"2021-01-05T15:48:21","slug":"%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%ba%91%e6%95%b0%e6%8d%ae%e5%bb%ba%e6%a8%a1-%e6%8e%a2%e7%b4%a2%e8%b4%a2%e5%8a%a1%e5%b8%90%e6%88%b7%e5%92%8c%e5%85%b6%e4%bb%96%e5%af%b9%e8%b1%a1-2","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=3517","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u6570\u636e\u5efa\u6a21 &#8211; \u63a2\u7d22\u8d22\u52a1\u5e10\u6237\u548c\u5176\u4ed6\u5bf9\u8c61"},"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<ul class=\"ul bulletList\">\n<li class=\"li\"><span>\u5b9a\u4e49\u4e00\u4e2a\u8d22\u52a1\u5e10\u6237\u5e76\u63cf\u8ff0\u5176\u6c47\u603b\u65b9\u5f0f\u3002<\/span><\/li>\n<li class=\"li\"><span>\u521b\u5efa\u4e00\u4e2a\u8d22\u52a1\u5e10\u6237\u3002<\/span><\/li>\n<li class=\"li\"><span>\u63cf\u8ff0\u5e76\u521b\u5efa\u8d22\u52a1\u89d2\u8272\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5b9a\u4e49\u5176\u4ed6\u81ea\u5b9a\u4e49\u8d22\u52a1\u5bf9\u8c61\uff0c\u4f8b\u5982\u63a7\u80a1\uff0c\u8bc1\u5238\uff0c\u6536\u5165\u548c\u76ee\u6807\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5efa\u7acb\u76ee\u6807\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div id=\"fsc_data_model_unit_4_fin_acct\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"fsc_data_model_unit_4_fin_acct\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading2\" class=\"helpHead2\"><span>\u4ec0\u4e48\u662f\u91d1\u878d\u5e10\u6237\uff1f<\/span><\/h2>\n<div class=\"body conbody\">\n<p class=\"p\"><span>\u91d1\u878d\u5e10\u6237\u662f\u6307\u7531\u91d1\u878d\u673a\u6784\uff08\u4f8b\u5982\u94f6\u884c\uff09\u7ba1\u7406\u7684\u4efb\u4f55\u5e10\u6237\u3002Financial Services Cloud\u652f\u6301\u591a\u79cd\u91d1\u878d\u5e10\u6237\uff0c\u5305\u62ec\u652f\u7968\u5e10\u6237\uff0c\u50a8\u84c4\u5e10\u6237\uff0c\u62b5\u62bc\uff0c\u4fe1\u7528\u5361\uff0c\u6295\u8d44\u5e10\u6237\uff0c401\uff08k\uff09\u5e10\u6237\u548c\u4fdd\u9669\u5355\u3002\u65e0\u8bba\u5e10\u6237\u7c7b\u578b\u5982\u4f55\uff0c\u5b83\u90fd\u4f1a\u6c47\u603b\u5230\u5176\u4e3b\u8981\u6240\u6709\u8005\u548c\u5bb6\u5ead\u3002<\/span><\/p>\n<p class=\"p\"><span>\u901a\u8fc7\u5728\u201c\u5e10\u6237\u201d\u89c6\u56fe\u4e2d\u5355\u51fbRachel\u7684\u8bb0\u5f55\uff0c\u7136\u540e\u5355\u51fb\u201c<\/span><strong class=\"ph uicontrol\"><span>\u8d22\u52a1\u5e10\u6237\u201d<\/span><\/strong><span>\u6765\u67e5\u627eRachel\u7684\u00a0<strong class=\"ph uicontrol\">\u5e10\u6237<\/strong>\u3002\u5979\u6709\u51e0\u4e2a\u5e10\u6237\uff1a\u4e00\u4e2a\u6295\u8d44\u5e10\u6237\uff0c\u4ef7\u503c$ 895,000\uff1b\u4ef7\u503c142,000\u7f8e\u5143\u7684\u5171\u540c\u57fa\u91d1\u6295\u8d44\u8d26\u6237\uff1b\u4e00\u4e2a\u4ef7\u503c10\u4e07\u7f8e\u5143\u7684BAS\u94f6\u884c\u652f\u7968\u5e10\u6237\uff1b\u4ee5\u53ca\u4ef7\u503c2,000,000\u7f8e\u5143\u7684\u4eba\u5bff\u4fdd\u9669\u5355\uff08\u4e0d\u5305\u62ec\u5728\u5e10\u6237\u603b\u989d\u4e2d\uff09\u3002\u8fd9\u4e9b\u5355\u72ec\u7684\u5e10\u6237\u6c47\u603b\u5728\u4e00\u8d77\uff0c\u4f7fRachel Adams\u5e10\u6237\u7684\u603b\u4ef7\u503c\u4e3a$ 1,137,000\u3002<\/span><\/p>\n<p class=\"p\"><span>\u4f46\u662f\u8fd9\u4e9b\u8bf4\u6cd5\u4e0d\u4ec5\u4e0e\u96f7\u5207\u5c14\u00b7\u4e9a\u5f53\u65af\u6709\u5173\u3002\u4ed6\u4eec\u4e5f\u662f\u4e9a\u5f53\u65af\u5bb6\u65cf\u7684\u4e00\u5458\u3002\u5982\u679c\u8981\u67e5\u627eAdams\u5bb6\u5ead\u4e2d\u6bcf\u4e2a\u4eba\u7684\u5e10\u6237\uff0c\u8bf7\u5728\u201c\u5e10\u6237\u201d\u89c6\u56fe\u4e2d\u5355\u51fbAdams\u5bb6\u5ead\u8bb0\u5f55\u3002<\/span><\/p>\n<p class=\"p\"><span>\u5728\u67e5\u770b\u4e9a\u5f53\u65af\u7684\u5bb6\u5ead\u8d26\u6237\u65f6\uff0c\u60a8\u4f1a\u6ce8\u610f\u5230\u62c9\u7ed3\u7684\u4e08\u592b\u5948\u6770\u5c14\u00b7\u4e9a\u5f53\u65af\u62e5\u6709\u81ea\u5df1\u7684\u8d26\u6237\uff0c\u4e00\u4e2a\u6295\u8d44\u8d26\u6237\uff0c\u4ef7\u503c30\u4e07\u7f8e\u5143\u3002\u96f7\u5207\u5c14\uff08Rachel\uff09\u548c\u5948\u6770\u5c14\uff08Nigel\uff09\u4e00\u8d77\u4e5f\u62e5\u6709\u4ef7\u503c275,000\u7f8e\u5143\u7684\u6148\u5584\u4fe1\u6258\u3002\u6240\u6709\u8fd9\u4e9b\u8d26\u6237\u7684\u5bb6\u5ead\u8d26\u6237\u603b\u548c\u4e3a1,337,000\u7f8e\u5143\uff0c\u94f6\u884c\u8d26\u6237\uff08\u5305\u62ec\u4fe1\u6258\uff09\u4e3a375,000\u7f8e\u5143\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_data_model_unit_4_create_acct\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"fsc_data_model_unit_4_create_acct\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading3\" class=\"helpHead2\"><span>\u521b\u5efa\u4e00\u4e2a\u8d22\u52a1\u8d26\u6237<\/span><\/h2>\n<div class=\"body conbody\">\n<div class=\"p\"><span>\u5927\u591a\u6570\u8d22\u52a1\u5e10\u6237\u90fd\u662f\u4ece\u73b0\u6709\u6765\u6e90\u52a0\u8f7d\u7684\u3002\u8ba9\u6211\u4eec\u4e3aVivian Torres\u624b\u52a8\u6dfb\u52a0\u4e00\u4e2a\uff0c\u4ee5\u4e86\u89e3\u89c4\u5219\u662f\u4ec0\u4e48\u4ee5\u53ca\u6d41\u7a0b\u5982\u4f55\u5de5\u4f5c\u3002\u8587\u8587\u5b89\u00b7\u6258\u96f7\u65af\uff08Vivian Torres\uff09\u5728Pinkerton Agency\u5de5\u4f5c\uff0c\u5979\u5728\u5176\u6bcd\u516c\u53f8Securitas\u4e2d\u6709\u80a1\u7968\u3002\u8ba9\u6211\u4eec\u6dfb\u52a0\u5979\u7684\u7ecf\u7eaa\u5e10\u6237\u3002<\/span><\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\"><span>\u5982\u679c\u60a8\u8fd8\u4e0d\u5728\u8fd9\u91cc\uff0c\u8bf7\u6253\u5f00App Launcher\uff08<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/fsc_data_model\/fsc_data_model_unit_4\/images\/fafce66bd90f5afcc38b93b18305729e_app_launcher_icon.png\" alt=\"\u5e94\u7528\u542f\u52a8\u5668\u56fe\u6807\" width=\"20\" height=\"20\" \/><span>\uff09\u5e76\u627e\u5230\u5e76\u9009\u62e9<\/span><strong class=\"ph uicontrol\"><span>Wealth Management<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5728\u201c\u5e10\u6237\u201d\u89c6\u56fe\u4e2d\uff0c\u9009\u62e9<\/span><strong class=\"ph uicontrol\"><span>Vivian Torres<\/span><\/strong><span>\uff0c\u7136\u540e\u8f6c\u5230\u5176\u201c\u8d22\u52a1\u5e10\u6237\u201d\u9009\u9879\u5361\u3002<\/span><\/li>\n<li class=\"li\"><span>\u5355\u51fb\u6295\u8d44\u5e10\u6237\u65c1\u8fb9\u7684<\/span><strong class=\"ph uicontrol\"><span>\u65b0\u5efa<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u8f93\u5165\u76f8\u5173\u8be6\u7ec6\u4fe1\u606f\u3002<\/span>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><span>\u8d22\u52a1\u5e10\u6237\u540d\u79f0\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Investment Account<\/kbd><\/li>\n<li class=\"li\"><span>\u72b6\u6001\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Open<\/kbd><\/li>\n<li class=\"li\"><span>\u6240\u6709\u6743\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Individual<\/kbd><\/li>\n<li class=\"li\"><span>\u7c7b\u578b\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Brokerage<\/kbd><\/li>\n<li class=\"li\"><span>\u4e3b\u8981\u6240\u6709\u8005\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Vivian Torres<\/kbd><\/li>\n<li class=\"li\"><span>\u5bb6\u5ead\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Vivian Torres Household<\/kbd><\/li>\n<li class=\"li\"><span>\u8bf4\u660e\uff1aSecuritas\u5e93\u5b58\uff1a\u00a0<\/span><kbd class=\"ph userinput\">STO: SECU-B<\/kbd><\/li>\n<li class=\"li\"><span>\u5e73\u8861\uff1a\u00a0<\/span><kbd class=\"ph userinput\">$10,000<\/kbd><\/li>\n<\/ul>\n<\/li>\n<li class=\"li\"><span>\u4fdd\u5b58\u8bb0\u5f55\u3002<\/span><\/li>\n<\/ol>\n<\/div>\n<p class=\"p\"><span>\u60a8\u4ee5Vivian Torres\u4e3a\u4e3b\u8981\u6240\u6709\u8005\u521b\u5efa\u4e86\u8d22\u52a1\u5e10\u6237\u3002\u7531\u4e8e\u5979\u7684\u5e10\u6237\u4fe1\u606f\u6c47\u603b\u5230\u5979\u7684\u5bb6\u5ead\u4e2d\uff0c\u56e0\u6b64\u65b0\u5e10\u6237\u4e5f\u663e\u793a\u5728Torres\u5bb6\u5ead\u4e2d\u3002<\/span><\/p>\n<p class=\"p\"><span>\u5982\u679cVivian\u548c\u5979\u7684\u59d0\u59d0Lucy\u5171\u540c\u62e5\u6709\u8be5\u5e10\u6237\u600e\u4e48\u529e\uff1f\u5982\u679c\u662f\u8fd9\u6837\uff0c\u5168\u90e8\u4f59\u989d\u5c06\u51fa\u73b0\u5728Vivian\u7684\u4e2a\u4eba\u8d44\u6599\u548cLucy\u7684\u4e2a\u4eba\u8d44\u6599\u4e2d\u3002\u4f46\u662f\uff0c\u7531\u4e8e\u5b83\u4eec\u90fd\u5728Torres Family\u4e2d\uff0c\u56e0\u6b64\u5e10\u6237\u4f59\u989d\u53ea\u8ba1\u7b97\u4e00\u6b21\u5373\u53ef\u8fdb\u884c\u6c47\u603b\u8ba1\u7b97\u3002<\/span><\/p>\n<p class=\"p\"><span>\u5982\u679cVivian\u548c\u4e00\u5bb6\u4fe1\u6258\u62e5\u6709\u8be5\u5e10\u6237\u600e\u4e48\u529e\uff1f\u5982\u679c\u662f\u8fd9\u6837\uff0c\u5219\u4e3b\u8981\u6240\u6709\u6743\u786e\u5b9a\u5e10\u6237\u4f59\u989d\u5728\u6c47\u603b\u6c47\u603b\u4e2d\u7684\u4f4d\u7f6e\u3002\u5982\u679cVivian Torres\u662f\u4e3b\u8981\u6240\u6709\u8005\uff0c\u90a3\u4e48\u4f59\u989d\u5c06\u5305\u62ec\u5728\u5979\u7684\u6c47\u603b\u6c47\u603b\u4e2d\u3002\u5982\u679c\u4fe1\u6258\u662f\u4e3b\u8981\u6240\u6709\u8005\uff0c\u5219\u4f59\u989d\u663e\u793a\u5728\u4fe1\u6258\u7684\u6c47\u603b\u6c47\u603b\u4e2d\uff0c\u800c\u4e0d\u662f\u5728Vivian\u7684\u6c47\u603b\u4e2d\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_data_model_unit_4_fin_acct_role\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"fsc_data_model_unit_4_fin_acct_role\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading4\" class=\"helpHead2\"><span>\u4ec0\u4e48\u662f\u91d1\u878d\u5e10\u6237\u89d2\u8272\uff1f<\/span><\/h2>\n<div class=\"body conbody\">\n<div class=\"p\"><span>\u91d1\u878d\u5e10\u6237\u89d2\u8272\u5b9a\u4e49\u4e86\u67d0\u4eba\u5982\u4f55\u8fde\u63a5\u5230\u7279\u5b9a\u5e10\u6237\u6216\u4e2a\u4eba\u3002\u4ee5\u4e0b\u662f\u793a\u4f8b\u6570\u636e\u4e2d\u89d2\u8272\u7684\u4e00\u4e9b\u793a\u4f8b\u3002<\/span><\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><span>Rachel Adams\u662fBAS\u94f6\u884c\u652f\u7968\u5e10\u6237\u7684\u4e3b\u8981\u6240\u6709\u8005\u3002<\/span><\/li>\n<li class=\"li\"><span>\u4e9a\u5f53\u65af\u6148\u5584\u4fe1\u6258\u57fa\u91d1\u4f1a\u662f\u73b0\u91d1\u5e10\u6237\u7684\u4e3b\u8981\u6240\u6709\u8005\u3002<\/span><\/li>\n<li class=\"li\"><span>Rachel Adams\u662fNigel\u6295\u8d44\u5e10\u6237\u7684\u5171\u540c\u6240\u6709\u4eba\u3002<\/span><\/li>\n<li class=\"li\"><span>Rachel Adams\u4e0e\u5979\u7684\u5f8b\u5e08Ivan M. Kohl\u6709\u8054\u7cfb\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<p class=\"p\"><span>\u521b\u5efaVivian Torres\u7684\u7ecf\u7eaa\u5e10\u6237\uff08\u5979\u662f\u4e3b\u8981\u6240\u6709\u8005\uff09\u65f6\uff0c\u60a8\u8981\u4e3a\u5176\u8bbe\u7f6e\u91d1\u878d\u5e10\u6237\u89d2\u8272\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_data_model_unit_4_fin_objects\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"fsc_data_model_unit_4_fin_objects\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading5\" class=\"helpHead2\"><span>\u91d1\u878d\u670d\u52a1\u4e91\u4e2d\u7684\u5176\u4ed6\u91d1\u878d\u5bf9\u8c61\u662f\u4ec0\u4e48\uff1f<\/span><\/h2>\n<div class=\"body conbody\">\n<div class=\"p\"><span>Financial Services Cloud\u63d0\u4f9b\u81ea\u5b9a\u4e49\u5bf9\u8c61\uff0c\u4ee5\u5bf9\u5ba2\u6237\u7684\u8d22\u52a1\u548c\u4e2a\u4eba\u4fe1\u606f\u8fdb\u884c\u5efa\u6a21\u3002\u81ea\u5b9a\u4e49\u5bf9\u8c61\u5305\u62ec\uff1a<\/span><\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><strong class=\"ph b\"><span>\u63a7\u80a1<\/span><\/strong><span>\uff1a\u6301\u6709\u6295\u8d44\u5e10\u6237\u7684\u80a1\u4efd\uff0c\u4f8b\u5982\u8bc1\u5238\uff1a1,000\u80a1CRM\uff08Salesforce\uff09\u3002\u9986\u85cf\u5177\u6709\u5b58\u50a8\u4fe1\u606f\u7684\u5b57\u6bb5\uff0c\u4f8b\u5982\u4ea4\u6613\u54c1\u79cd\uff0c\u80a1\u7968\uff0c\u4ef7\u683c\uff0c\u635f\u76ca\u548c\u5e02\u573a\u4ef7\u503c\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u8bc1\u5238<\/span><\/strong><span>\uff1a\u5177\u6709\u8d27\u5e01\u4ef7\u503c\u5e76\u4e14\u53ef\u4ee5\u4ea4\u6613\u7684\u5bf9\u8c61\uff0c\u4f8b\u5982\u80a1\u7968\u6216\u503a\u5238\u3002\u8bc1\u5238\u5177\u6709\u7528\u4e8e\u5b58\u50a8\u4fe1\u606f\u7684\u5b57\u6bb5\uff0c\u4f8b\u5982\u7b26\u53f7\u548c\u8bc1\u5238\u540d\u79f0\u3002\u5982\u679c\u60a8\u5e0c\u671b\u5c06\u8bc1\u5238\u4f5c\u4e3a\u4fdd\u5168\u7684\u4e00\u90e8\u5206\uff0c\u8bf7\u5728\u4fdd\u5168\u4fe1\u606f\u4e4b\u524d\u8f93\u5165\u8bc1\u5238\u4fe1\u606f\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u6536\u5165<\/span><\/strong><span>\uff1a\u6765\u81ea\u5ba2\u6237\u8d22\u52a1\u5e10\u6237\u7684\u6536\u5165\uff0c\u4f8b\u5982\u80a1\u7968\u4ef7\u503c\u7684\u589e\u957f\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u8d44\u4ea7\u548c\u8d1f\u503a<\/span><\/strong><span>\uff1a\u8d44\u4ea7\u662f\u6307\u5176\u4ed6\u4e0d\u5305\u62ec\u5728\u91d1\u878d\u5e10\u6237\u4e2d\u7684\u9879\u76ee\uff0c\u4f8b\u5982\u623f\u5730\u4ea7\u6216\u6536\u85cf\u54c1\u3002\u8d1f\u503a\u662f\u6240\u6b20\u7684\u503a\u52a1\uff0c\u4f8b\u5982\u62b5\u62bc\u8d37\u6b3e\u3002\u4f8b\u5982\uff0c\u623f\u5c4b\u53ef\u4ee5\u662f\u8d44\u4ea7\u548c\u8d1f\u503a\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u8d22\u52a1\u76ee\u6807<\/span><\/strong><span>\uff1a\u671f\u671b\u7684\u8d22\u52a1\u7ed3\u679c\uff0c\u4f8b\u5982\u6709\u8db3\u591f\u7684\u73b0\u91d1\u6765\u652f\u4ed8\u5927\u5b66\u6559\u80b2\uff0c\u9000\u4f11\u6216\u4f4f\u623f\u7684\u8d39\u7528\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u5e10\u5355<\/span><\/strong><span>\uff1a\u542b\u6709\u5e10\u6237\u65e5\u671f\u548c\u91d1\u989d\u7684\u5e10\u5355\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u8d39\u7528<\/span><\/strong><span>\uff1a\u4e3a\u5ba2\u6237\u5e10\u6237\u63d0\u4f9b\u670d\u52a1\u7684\u8d39\u7528\uff0c\u4f8b\u5982\u4fe1\u8d37\u989d\u5ea6\u6216\u5b58\u6b3e\u5e10\u6237\u7684\u8d39\u7528\u548c\u5229\u7387\u3002<\/span><\/li>\n<li class=\"li\"><strong class=\"ph b\"><span>\u5361<\/span><\/strong><span>\uff1a\u5c5e\u4e8e\u5ba2\u6237\u7684\u4fe1\u7528\u5361\u548c\u501f\u8bb0\u5361\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<p class=\"p\"><span>\u53ef\u4ee5\u5c06\u6240\u6709\u8fd9\u4e9b\u5bf9\u8c61\u914d\u7f6e\u4e3a\u5728\u7ec4\u7ec7\u4e2d\u663e\u793a\u4e3a\u9009\u9879\u5361\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\/fsc_data_model\/fsc_data_model_unit_4\/images\/d8936b5b89dbe5d2804700574a23f0c1_data_model_9.png\" alt=\"\u4e3b\u83dc\u5355\u680f\u5217\u51fa\uff1a\u4e3b\u9875\uff0c\u5ba2\u6237\uff0c\u8054\u7cfb\u4eba\uff0c\u987e\u95ee\u5206\u6790\uff0c\u8d22\u52a1\u5e10\u6237\uff0c\u8d44\u4ea7\u548c\u8d1f\u503a\uff0c\u8d22\u52a1\u76ee\u6807\uff0c\u8d22\u52a1\u63a7\u80a1\uff0c\u8bc1\u5238\uff0c\u4e92\u60e0\u89d2\u8272\u7b49\u3002 \u201c\u66f4\u591a\u201d\u83dc\u5355\u88ab\u4e0b\u62c9\u4ee5\u663e\u793a\u201c\u6f5c\u5728\u5ba2\u6237\u201d\uff0c\u201c\u673a\u4f1a\u201d\uff0c\u201c\u62a5\u544a\u201d\uff0c\u201c\u4eea\u8868\u677f\u201d\u548c\u201c\u6536\u5165\u201d\" \/><\/p>\n<\/div>\n<\/div>\n<div id=\"fsc_data_model_unit_4_create_goal\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\"><a name=\"fsc_data_model_unit_4_create_goal\"><\/a><\/p>\n<h2 id=\"Tdxn4tBK-heading6\" class=\"helpHead2\"><span>\u5efa\u7acb\u8d22\u52a1\u76ee\u6807<\/span><\/h2>\n<div class=\"body conbody\">\n<div class=\"p\"><span>\u8587\u8587\u5b89\uff08Vivian\uff09\u8282\u7701\u4e86\u5728\u6545\u4e61\u5e03\u9c81\u514b\u6797\uff08Brooklyn\uff09\u4e70\u623f\u7684\u8d39\u7528\u3002\u516c\u5bd3\u7684\u4ef7\u683c\u7ea6\u4e3a500,000\u7f8e\u5143\uff0c\u5979\u60f3\u8282\u770120\uff05\u7684\u5b9a\u91d1\u3002\u5979\u4e0d\u5fc5\u4e3a\u521b\u5efa\u4e00\u4e2a\u76ee\u6807\u800c\u8d44\u52a9\uff0c\u5979\u4e3a\u76ee\u6807\u7559\u51fa\u7684\u91d1\u989d\u7684\u5b9e\u9645\u4ef7\u503c\u53ef\u4ee5\u4e3a\u96f6\u3002\u8ba9\u6211\u4eec\u8bbe\u5b9a\u8d22\u52a1\u76ee\u6807\u3002<\/span><\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\"><span>\u5728\u201c\u5e10\u6237\u201d\u89c6\u56fe\u4e2d\uff0c\u9009\u62e9<\/span><strong class=\"ph uicontrol\"><span>Vivian Torres<\/span><\/strong><span>\uff0c\u7136\u540e\u8f6c\u5230\u5979\u7684\u201c<\/span><strong class=\"ph uicontrol\"><span>\u76ee\u6807\u201d<\/span><\/strong><span>\u6807\u7b7e\u3002<\/span><\/li>\n<li class=\"li\"><span>\u70b9\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u65b0\u5efa<\/span><\/strong><span>\u3002<\/span><\/li>\n<li class=\"li\"><span>\u586b\u5199\u9002\u5f53\u7684\u4fe1\u606f\u3002<\/span>\n<ul class=\"ul bulletList\">\n<li class=\"li\"><span>\u8d22\u52a1\u76ee\u6807\u540d\u79f0\uff1a\u00a0<\/span><kbd class=\"ph userinput\">First house<\/kbd><\/li>\n<li class=\"li\"><span>\u7c7b\u578b\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Home Purchase<\/kbd><\/li>\n<li class=\"li\"><span>\u4e3b\u8981\u6240\u6709\u8005\uff1a\u00a0<\/span><kbd class=\"ph userinput\">Vivian Torres<\/kbd><\/li>\n<li class=\"li\"><span>\u76ee\u6807\u4ef7\u503c\uff1a<\/span><kbd class=\"ph userinput\">\u00a0$100,000<\/kbd><\/li>\n<li class=\"li\"><span>\u76ee\u6807\u65e5\u671f\uff1a\u00a0<\/span><kbd class=\"ph userinput\">January 1, 2025<\/kbd><\/li>\n<li class=\"li\"><span>\u5b9e\u9645\u4ef7\u503c\uff1a\u00a0<\/span><kbd class=\"ph userinput\">$5,000<\/kbd><\/li>\n<\/ul>\n<\/li>\n<li class=\"li\"><span>\u70b9\u51fb<\/span><strong class=\"ph uicontrol\"><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<\/div>\n<p class=\"p\"><span>Vivian\u8fd8\u6709\u5f88\u957f\u7684\u8def\u8981\u8d70\uff0c\u4f46\u81f3\u5c11\u5979\u5df2\u7ecf\u5f00\u59cb\u4e86\u3002<\/span><\/p>\n<p class=\"p\"><span>\u73b0\u5728\uff0c\u60a8\u4e86\u89e3\u4e86\u4e0d\u540c\u79cd\u7c7b\u7684\u8d22\u52a1\u5e10\u6237\u548c\u5176\u4ed6\u5bf9\u8c61\uff0c\u5305\u62ec\u521b\u5efa\u8d22\u52a1\u5e10\u6237\uff0c\u5bf9\u7b49\u89d2\u8272\u548c\u8d22\u52a1\u76ee\u6807\u3002\u60a8\u5df2\u51c6\u5907\u597d\u4e3a\u60a8\u7684\u4f01\u4e1a\u8bbe\u7f6eFinancial Services Cloud\u3002<\/span><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807 \u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a \u5b9a\u4e49\u4e00\u4e2a\u8d22\u52a1\u5e10\u6237\u5e76\u63cf\u8ff0\u5176\u6c47\u603b\u65b9\u5f0f\u3002 \u521b\u5efa\u4e00\u4e2a\u8d22\u52a1\u5e10\u6237\u3002 \u63cf\u8ff0\u5e76\u521b\u5efa\u8d22\u52a1\u89d2\u8272 &hellip; <a href=\"http:\/\/www.ponybai.com\/?p=3517\" class=\"more-link\">\u7ee7\u7eed\u9605\u8bfb<span class=\"screen-reader-text\">\u91d1\u878d\u670d\u52a1\u4e91\u6570\u636e\u5efa\u6a21 &#8211; \u63a2\u7d22\u8d22\u52a1\u5e10\u6237\u548c\u5176\u4ed6\u5bf9\u8c61<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":2920,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[143],"tags":[],"class_list":["post-3517","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-143"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u91d1\u878d\u670d\u52a1\u4e91\u6570\u636e\u5efa\u6a21 - \u63a2\u7d22\u8d22\u52a1\u5e10\u6237\u548c\u5176\u4ed6\u5bf9\u8c61 - \u767d\u767d\u968f\u7b14<\/title>\n<meta name=\"robots\" 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