{"id":3527,"date":"2021-01-06T01:26:27","date_gmt":"2021-01-05T17:26:27","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=3012"},"modified":"2021-01-06T01:26:27","modified_gmt":"2021-01-05T17:26:27","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%91%e6%8a%b5%e6%8a%bc%e8%b4%b7%e6%ac%be%e9%97%ae%e5%a5%bd%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1-2","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=3527","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u7684\u62b5\u62bc\u638c\u63e1 &#8211; \u5411\u62b5\u62bc\u8d37\u6b3e\u95ee\u597d\u91d1\u878d\u670d\u52a1\u4e91"},"content":{"rendered":"<h2 id=\"learning-objectives\"><span>\u5b66\u4e60\u76ee\u6807<\/span><\/h2>\n<p><span>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/span><\/p>\n<ul>\n<li><span>\u63cf\u8ff0\u6309\u63ed\u91d1\u878d\u670d\u52a1\u4e91\u89e3\u51b3\u7684\u4e1a\u52a1\u95ee\u9898\u3002<\/span><\/li>\n<li><span>\u5217\u51fa\u6309\u63ed\u91d1\u878d\u670d\u52a1\u4e91\u7684\u529f\u80fd\u548c\u597d\u5904\u3002<\/span><\/li>\n<\/ul>\n<h2 id=\"introduction\"><span>\u4ecb\u7ecd<\/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\/say-hello-to-mortgages-for-financial-services-cloud\/images\/972cf748c9f4410d2b705f3ab02851a7_pasted-20-image-200-20-21.png\" alt=\"\u51fa\u552e\u623f\u5c4b\u7684\u94a5\u5319\u5c06\u79fb\u4ea4\u7ed9\u4e70\u65b9\u3002\" \/><\/p>\n<p><span>\u79ef\u4e91\u62b5\u62bc\u94f6\u884c\uff08\u79ef\u4e91\u94f6\u884c\u7684\u4e00\u90e8\u5206\uff09\u7684\u62b5\u62bc\u8d37\u6b3e\u5b98\u5458\u7d22\u975e\u4e9a\u00b7\u6d1b\u4f69\u5179\uff08Sofia Lopez\uff09\u5e2e\u52a9\u6f5c\u5728\u7684\u501f\u6b3e\u4eba\uff0c\u5305\u62ec\u6d88\u8d39\u8005\u548c\u5546\u4eba\uff0c\u9009\u62e9\u548c\u7533\u8bf7\u5408\u9002\u7684\u8d37\u6b3e\u4ea7\u54c1\u3002\u5bf9\u4e8e\u50cf\u7406\u67e5\u5fb7\u00b7\u8d1d\u5185\u7279\uff08Richard Bennett\uff09\u8fd9\u6837\u7684\u501f\u6b3e\u4eba\u6765\u8bf4\uff0c\u5979\u662f\u901a\u8fc7\u8d37\u6b3e\u7ed3\u6e05\u6d41\u7a0b\u4e0e\u94f6\u884c\u8054\u7cfb\u7684\u4e3b\u8981\u5bf9\u8c61\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\/say-hello-to-mortgages-for-financial-services-cloud\/images\/f5bc2ebdb1410961dcda94fd557372f4_pasted-20-image-200-20-22.png\" alt=\"\u4fe1\u8d37\u5458\u4e0e\u5ba2\u6237\u4e4b\u95f4\u7684\u4e92\u52a8\u3002\" \/><\/p>\n<p><span>\u5927\u591a\u6570\u8d37\u6b3e\u9700\u8981\u5927\u91cf\u7684\u6587\u4e66\u5de5\u4f5c\uff0c\u62b5\u62bc\u8d37\u6b3e\u4e5f\u662f\u5982\u6b64\u3002\u4f46\u662f\uff0c\u7d22\u975e\u4e9a\u7684\u8d85\u7ea7\u5927\u56fd\u662f\u8ba9\u50cf\u7406\u67e5\u5fb7\u8fd9\u6837\u7684\u501f\u6b3e\u4eba\u770b\u4e0a\u53bb\u6beb\u4e0d\u8d39\u529b\uff0c\u56e0\u6b64\u4ed6\u4eec\u53ef\u4ee5\u4e13\u6ce8\u4e8e\u91cd\u8981\u7684\u4e8b\u60c5\uff1a\u4ee5\u6700\u4f18\u60e0\u7684\u5229\u7387\u548c\u6700\u5c11\u7684\u6469\u64e6\u83b7\u5f97\u90a3\u7b14\u62b5\u62bc\u8d37\u6b3e\u3002\u7d22\u975e\u4e9a\uff08Sofia\uff09\u5bf9\u81ea\u5df1\u7684\u5de5\u4f5c\u5145\u6ee1\u70ed\u60c5\uff0c\u5e76\u4e0d\u65ad\u5bfb\u627e\u673a\u4f1a\u6539\u8fdb\u6d41\u7a0b\u3002<\/span><\/p>\n<p><span>\u7d22\u975e\u4e9a\u4e13\u6ce8\u4e8e\u81ea\u5df1\u7684\u957f\u5904\uff08\u901a\u8fc7\u8bf8\u5982\u62b5\u62bc\u8d37\u6b3e\u7533\u8bf7\u7a0b\u5e8f\u7b49\u68d8\u624b\u7684\u5b98\u50da\u884c\u4e3a\u5f15\u5bfc\u7406\u67e5\u5fb7\u8fd9\u6837\u7684\u5ba2\u6237\uff09\uff0c\u800c\u50cf\u6c99\u8d3e\u6c49\u8fd9\u6837\u7684\u62b5\u62bc\u8d37\u6b3e\u627f\u9500\u5546\u5219\u5728\u540e\u53f0\u50cf\u79ef\u538b\u4e86\u5f88\u591a\u94b1\u7684\u673a\u5668\u4e00\u6837\uff0c\u5e2e\u52a9\u4e86\u79ef\u4e91\u7684\u8d37\u6b3e\u8fc7\u7a0b\u3002\u838e\u963f\u786e\u5b9a\u7406\u67e5\u5fb7\u662f\u5426\u786e\u5b9e\u6709\u8d44\u683c\u83b7\u5f97\u62b5\u62bc\u8d37\u6b3e\u3002\u4e3a\u6b64\uff0cShah\u4f7f\u7528\u62b5\u62bc\u627f\u9500\u7684\u4e09\u4e2aC\uff1a\u00a0<\/span><\/p>\n<ol>\n<li><span>\u4fe1\u7528\u4fe1\u8a89\uff1a\u7406\u67e5\u5fb7\u7684\u4fe1\u7528\u884c\u4e3a<\/span><\/li>\n<li><span>\u80fd\u529b\uff1a\u4ed6\u6709\u80fd\u529b\u507f\u8fd8\u8d37\u6b3e<\/span><\/li>\n<li><span>\u62b5\u62bc\u54c1\uff1a\u7406\u67e5\u5fb7\u8bd5\u56fe\u501f\u5165\u7684\u57fa\u7840\u8d44\u4ea7\u7684\u4ef7\u503c<\/span><\/li>\n<\/ol>\n<p><span>\u6c99\u963f\u975e\u5e38\u7ec6\u81f4\uff0c\u5728\u4e09C\u6d41\u7a0b\u7ed3\u675f\u65f6\uff0c\u4ed6\u4e0b\u5b9a\u4e86\u51b3\u5fc3\uff1a\u6279\u51c6\uff0c\u6682\u505c\u6216\u62d2\u7eddRichard\u7684\u7533\u8bf7\u6587\u4ef6\u3002\u6211\u4eec\u662f\u5426\u63d0\u5230\u62b5\u62bc\u8d37\u6b3e\u8fc7\u7a0b\u662f\u4e00\u4e2a\u5978\u8bc8\u7684\u5b98\u50da\u96f7\u533a\uff1f<\/span><\/p>\n<p><span>\u838e\u963f\uff08Shah\uff09\u548c\u7d22\u975e\u4e9a\uff08Sofia\uff09\u6700\u8fd1\u542c\u5230\u4ed6\u4eec\u7684\u540c\u4e8b\u9a6c\u7279\uff08Matt\uff09\u8c08\u8bba\u4e86Salesforce\u63a8\u51fa\u7684\u4e00\u9879\u8d85\u9177\u529f\u80fd\uff0c\u79f0\u4e3a\u201c\u91d1\u878d\u670d\u52a1\u4e91\u62b5\u62bc\u201d\u3002Matt\u662fCumulus Bank\u7684\u5168\u660e\u661fSalesforce\u7ba1\u7406\u5458\u3002\u5728\u542c\u5230\u8fd9\u79cd\u5173\u4e8eSalesforce\u65b0\u521b\u65b0\u7684\u5947\u95fb\u8da3\u4e8b\u4e4b\u540e\uff0c\u4ed6\u4eec\u5e0c\u671b\u91c7\u53d6\u884c\u52a8\u3002\u00a0<\/span><\/p>\n<p><span>\u7d22\u975e\u4e9a\u4e86\u89e3\u5230\uff0c\u91d1\u878d\u670d\u52a1\u4e91\u62b5\u62bc\u53ef\u4ee5\u7b80\u5316\u548c\u52a0\u901f\u62b5\u62bc\u8d37\u6b3e\u7533\u8bf7\u6d41\u7a0b\u3002\u6ca1\u6709\u66f4\u591a\u7684\u6587\u4e66\u5de5\u4f5c\uff01\u91d1\u878d\u670d\u52a1\u4e91\u62b5\u62bc\u53ef\u4ee5\u7edf\u4e00\u501f\u6b3e\u4eba\uff0c\u8d37\u65b9\u548c\u5408\u4f5c\u4f19\u4f34\u7684\u62b5\u62bc\u7ecf\u9a8c\u3002\u8fd9\u5305\u62ec\u6307\u5bfc\u8d37\u6b3e\u7533\u8bf7\u4ee5\u52a0\u5feb\u62b5\u62bc\u6d41\u7a0b\uff0c\u7b80\u5316\u6587\u6863\u8ddf\u8e2a\u548c\u6279\u51c6\uff0c\u4ee5\u53ca\u65b0\u7684\u62b5\u62bc\u6570\u636e\u6a21\u578b\uff0c\u4f9b\u8d37\u65b9\u4e0e\u6bcf\u4e2a\u501f\u6b3e\u4eba\u5efa\u7acb\u66f4\u6df1\u5165\uff0c\u66f4\u5b8c\u6574\u7684\u5173\u7cfb\u3002<\/span><\/p>\n<p><iframe class=\"image-center\" src=\"https:\/\/www.youtube.com\/embed\/MYR5-0pivkM?&amp;wmode=opaque\" width=\"899\" height=\"505.6875\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<h2 id=\"meet-cumulus-mortgages-nbsp\"><span>\u6ee1\u8db3\u79ef\u538b\u62b5\u62bc\u00a0<\/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\/say-hello-to-mortgages-for-financial-services-cloud\/images\/d78d55210491767ab0576f4d73729366_unnamed-20-1.png\" alt=\"\u79ef\u4e91\u5fbd\u6807\" \/><\/p>\n<p><span>Cumulus Mortgages\u662f\u8f83\u5927\u7684Cumulus Cloud Bank\u7684\u4e00\u90e8\u5206\uff0c\u662f\u5168\u56fd\u8303\u56f4\u5185\u89c4\u6a21\u8f83\u5927\u4e14\u79cd\u7c7b\u7e41\u591a\u7684\u62b5\u62bc\u8d37\u6b3e\u670d\u52a1\u63d0\u4f9b\u5546\u3002Cumulus\u6709\u4e00\u4e2a\u5fe0\u5b9e\u7684\u5ba2\u6237\u7fa4\uff0c\u4ed6\u4eec\u4e16\u4e16\u4ee3\u4ee3\u4e00\u76f4\u5bf9\u62b5\u62bc\u8d37\u6b3e\u9700\u6c42\u611f\u5230\u4fe1\u4efb\u3002\u4f46\u662f\uff0c\u4e0e\u8bb8\u591a\u5176\u4ed6\u884c\u4e1a\u4e00\u6837\uff0c\u5f53\u4eca\u7684\u62b5\u62bc\u8d37\u6b3e\u884c\u4e1a\u6b63\u5904\u4e8e\u6570\u5b57\u5316\u7834\u574f\u7684\u9635\u75db\u4e4b\u4e2d\u3002\u5e74\u8f7b\u7684\u5ba2\u6237\u9700\u8981\u51fa\u8272\u7684\u4f53\u9a8c\uff0c\u800c\u4ed6\u4eec\u53ea\u4f1a\u4e0e\u63d0\u4f9b\u670d\u52a1\u7684\u516c\u53f8\u5f00\u5c55\u4e1a\u52a1\u3002\u8fd9\u5c31\u610f\u5473\u7740\u50cfCumulus\u8fd9\u6837\u7684\u516c\u53f8\u9700\u8981\u8fc5\u901f\u8c03\u6574\u5e76\u91cd\u65b0\u8003\u8651\u4ed6\u4eec\u5982\u4f55\u5728\u6bcf\u4e2a\u63a5\u89e6\u70b9\u4e0e\u5ba2\u6237\u5efa\u7acb\u8054\u7cfb\u3002\u4ed6\u4eec\u9700\u8981\u8fdb\u884c\u6570\u5b57\u5316\u6295\u8d44\uff0c\u4ee5\u63d0\u4f9b\u4e00\u6d41\u7684\u5ba2\u6237\u4f53\u9a8c\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\/say-hello-to-mortgages-for-financial-services-cloud\/images\/0762d54ddbaf4fd168514d518e5c952a_pasted-20-image-200-20-23.png\" alt=\"\u5343\u79a7\u4e00\u4ee3\u5e0c\u671b\u901a\u8fc7\u624b\u673a\u8d2d\u4e70\u623f\u5c4b\u3002\" 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id=\"what-mortgages-for-financial-services-cloud-can-do\"><span>\u91d1\u878d\u670d\u52a1\u4e91\u6309\u63ed\u53ef\u4ee5\u505a\u4ec0\u4e48<\/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\/say-hello-to-mortgages-for-financial-services-cloud\/images\/2251a7c96c1359d2a7a0eec913da9524_pasted-20-image-200-20-24.png\" alt=\"\u62b5\u62bc\u8d37\u6b3e\u8fc7\u7a0b\u4e2d\u7684\u4e00\u822c\u53c2\u4e0e\u8005\" 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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\/say-hello-to-mortgages-for-financial-services-cloud\/images\/62be1813b0062b4435d0ec91893238ed_pasted-20-image-200-20-25.png\" alt=\"\u7406\u67e5\u5fb7\u60f3\u8c61\u4ed6\u68a6\u60f3\u4e2d\u7684\u5bb6\u3002\" 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Bank\u5176\u4ed6\u4e1a\u52a1\u7ebf\u7684\u673a\u4f1a\u3002\u6709\u4e86\u8fd9\u4e9b\u7528\u4e8e\u6570\u636e\u6355\u83b7\u7684\u9884\u5efa\u5bf9\u8c61\uff0cSofia\u53ef\u4ee5\u786e\u4fdd\u4e00\u81f4\u6027\uff0c\u5e76\u5728\u4e00\u5904\u7b80\u5316\u6574\u4e2a\u62b5\u62bc\u7533\u8bf7\u6d41\u7a0b\u3002<\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807 \u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a \u63cf\u8ff0\u6309\u63ed\u91d1\u878d\u670d\u52a1\u4e91\u89e3\u51b3\u7684\u4e1a\u52a1\u95ee\u9898\u3002 \u5217\u51fa\u6309\u63ed\u91d1\u878d\u670d\u52a1\u4e91\u7684\u529f\u80fd\u548c\u597d\u5904\u3002 \u4ecb\u7ecd &hellip; <a href=\"http:\/\/www.ponybai.com\/?p=3527\" class=\"more-link\">\u7ee7\u7eed\u9605\u8bfb<span class=\"screen-reader-text\">\u91d1\u878d\u670d\u52a1\u4e91\u7684\u62b5\u62bc\u638c\u63e1 &#8211; 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