{"id":434,"date":"2018-01-18T11:06:32","date_gmt":"2018-01-18T03:06:32","guid":{"rendered":"http:\/\/www.ponybai.com\/?p=434"},"modified":"2018-01-18T11:06:32","modified_gmt":"2018-01-18T03:06:32","slug":"salesforce-lighting%ef%bc%88%e9%9d%a2%e5%90%91%e9%94%80%e5%94%ae11%ef%bc%89ai-%e9%94%80%e5%94%ae%e6%96%b9%e5%bc%8f","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=434","title":{"rendered":"Salesforce Lighting\uff08\u9762\u5411\u9500\u552e11\uff09AI-\u9500\u552e\u65b9\u5f0f"},"content":{"rendered":"<div class=\"nested0\">\n<h2 id=\"Tdxn4tBK-heading1\" class=\"helpHead2\">\u5b66\u4e60\u76ee\u6807<\/h2>\n<div class=\"body\">\n<div class=\"p\">\n<p>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\">\u63cf\u8ff0Salesforce\u5982\u4f55\u5e2e\u52a9\u60a8\u7684\u9500\u552e\u56e2\u961f\u5b9e\u73b0\u9ad8\u901f\u9500\u552e\u3002<\/li>\n<li class=\"li\">\u89e3\u91caLightning Sales Console\u5982\u4f55\u4f18\u5316\u529e\u516c\u5ba4\u9500\u552e\u4f53\u9a8c\u3002<\/li>\n<li class=\"li\">\u8c03\u6574\u6807\u51c6\u9500\u552e\u4e91\u529f\u80fd\uff0c\u5e2e\u52a9\u4ee3\u8868\u5b9e\u73b0\u9ad8\u901f\u9500\u552e\u3002<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"sales_admin_high_velocity_sales_standard_features\" class=\"topic concept nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<h2 id=\"Tdxn4tBK-heading2\" class=\"helpHead2\"><span id=\"topic-title\" class=\"ph\">Salesforce\u5982\u4f55\u5e2e\u52a9\u60a8\u7684\u9500\u552e\u4eba\u5458\u5b9e\u73b0\u9ad8\u901f\u9500\u552e<\/span><\/h2>\n<div class=\"body conbody\">\n<div class=\"p\">Salesforce\u5982\u4f55\u5e2e\u52a9\u60a8\u7684\u9500\u552e\u4eba\u5458\u5b9e\u73b0\u9ad8\u901f\u9500\u552e<br 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class=\"li\">\u9f13\u52b1\u7684\u8bdd\u4fdd\u6301\u4f60\u7684\u4ee3\u8868\u62bd\u3002<\/li>\n<li class=\"li\">\u94fe\u63a5\u5230\u76f8\u5173\u7684Chatter\u5e16\u5b50\u3002<\/li>\n<li class=\"li\">\u653f\u7b56\u63d0\u9192\u3002<\/li>\n<li class=\"li\">\u6f5c\u5728\u7684\u9677\u9631\u3002<\/li>\n<\/ul>\n<p>\u5728Path\uff06Workspaces\u6a21\u5757\u4e2d\u4e86\u89e3\u6709\u5173Path\u7684\u66f4\u591a\u4fe1\u606f\u3002\u5b83\u4e3a\u60a8\u63d0\u4f9b\u4e86\u6709\u5173\u4e3a\u9500\u552e\u4ee3\u8868\u8bbe\u7f6e\u6709\u6548\u8def\u5f84\u7684\u8be6\u7ec6\u4fe1\u606f\u3002<\/p>\n<\/div>\n<\/td>\n<\/tr>\n<tr>\n<td class=\"entry\" headers=\"d516248e66\" data-title=\"What Reps Want\">\u4e00\u4e2a\u9ad8\u6548\u7387\u7684\u5de5\u4f5c\u7a7a\u95f4\uff0c\u4e00\u5207\u90fd\u5728\u4e00\u4e2a\u5c4f\u5e55\u4e0a<\/td>\n<td class=\"entry\" headers=\"d516248e69\" data-title=\"Feature\">\u95ea\u7535\u9500\u552e\u63a7\u5236\u53f0\u5e94\u7528\u7a0b\u5e8f<\/td>\n<td class=\"entry\" headers=\"d516248e72\" 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Want\">\u65e0\u91cd\u590d\u7684\u6570\u636e<\/td>\n<td class=\"entry\" headers=\"d516248e69\" data-title=\"Feature\">\u91cd\u590d\u7ba1\u7406<\/td>\n<td class=\"entry\" headers=\"d516248e72\" data-title=\"How It Helps\">\u67e5\u770b\u9500\u552e\u76f8\u5173\u8bb0\u5f55\u7684\u6f5c\u5728\u91cd\u590d\u9879\u3002\u60a8\u53ef\u4ee5\u8bbe\u7f6e\u91cd\u590d\u7ba1\u7406\u6765\u9632\u6b62\u91cd\u590d\u6216\u8b66\u62a5\u4ee3\u8868\u4ed6\u4eec\u5c06\u8981\u521b\u5efa\u7684\u91cd\u590d\u9879\u3002<br \/>\n\u6211\u4eec\u5728\u201c\u590d\u5236\u7ba1\u7406\u201d\u6a21\u5757\u4e2d\u4ecb\u7ecd\u4e86\u6709\u5173\u201c\u590d\u5236\u7ba1\u7406\u201d\u7684\u8be6\u7ec6\u4fe1\u606f\u3002<\/td>\n<\/tr>\n<tr>\n<td class=\"entry\" headers=\"d516248e66\" data-title=\"What Reps Want\">\u5728\u9500\u552e\u8fc7\u7a0b\u4e2d\u8fdb\u884c\u534f\u4f5c<\/td>\n<td class=\"entry\" headers=\"d516248e69\" data-title=\"Feature\">Chatter<\/td>\n<td class=\"entry\" headers=\"d516248e72\" data-title=\"How It Helps\">\u8ba9\u4ee3\u8868\u5728\u8054\u7cfb\u4eba\uff0c\u5ba2\u6237\uff0c\u7ebf\u7d22\u548c\u673a\u4f1a\u4e0a\u4e00\u8d77\u5de5\u4f5c\u3002<br \/>\n\u6211\u4eec\u5728Lightning Experience Chatter Basics\u6a21\u5757\u4e2d\u4ecb\u7ecdChatter\u7684\u7ec6\u8282\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>\u9664\u4e86\u8fd9\u4e9b\u529f\u80fd\u4e4b\u5916\uff0c\u5bf9\u5217\u8868\u89c6\u56fe\u7b49\u4e8b\u60c5\u7684\u7b80\u5355\u8c03\u6574\u53ef\u4ee5\u4f7f\u4ee3\u8868\u66f4\u6709\u6548\u5730\u5de5\u4f5c\u3002\u4e8b\u5b9e\u4e0a\uff0c\u739b\u4e3d\u4e9a\u4e3a\u8054\u7edc\u7ebf\u7d22\u521b\u5efa\u4e86\u4e00\u4e2a\u5217\u8868\u89c6\u56fe\uff0c\u5176\u516c\u53f8\u6bcf\u5e74\u521b\u9020\u81f3\u5c1175\u4e07\u7f8e\u5143\u7684\u6536\u5165\u3002\u8fd9\u662f\u5979\u5982\u4f55\u505a\u5230\u7684\u3002<\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\">\u4ece\u5bfc\u81f4\u4e3b\u9875\uff0c\u9009\u62e9 <span class=\"ph menucascade\"><strong class=\"ph uicontrol\">List View Controls<\/strong>\u00a0|\u00a0<strong class=\"ph uicontrol\">New<\/strong><\/span>.\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us6bf745587c42d98b0832d5b590cfd214.png\" alt=\"Create a list view using List View Controls\" \/><\/p>\n<\/li>\n<li class=\"li\">\u7ed9\u5217\u8868\u89c6\u56fe\u4e00\u4e2a\u6709\u610f\u4e49\u7684\u540d\u79f0\uff0c\u4ee5\u4fbf\u9500\u552e\u4ee3\u8868\u8f7b\u677e\u770b\u5230\u5176\u4ef7\u503c\u3002\u7136\u540e\uff0c\u8ba9\u6240\u6709\u7528\u6237\u90fd\u53ef\u4ee5\u4f7f\u7528\u5b83\u3002\u70b9\u51fb <strong class=\"ph uicontrol\">Save<\/strong>.\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-usd3b43f6e4561b4d517d4a3f83cae7eb4.png\" alt=\"Name the list view and make it available to everyone\" \/><\/p>\n<\/li>\n<li class=\"li\">\u70b9\u51fb\u6dfb\u52a0\u8fc7\u6ee4\u5668\u3002\u4e3a\u5e74\u6536\u5165\u7b49\u4e8e\u6216\u5927\u4e8e750000\u6dfb\u52a0\u8fc7\u6ee4\u5668\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-usc043e1b5a3bed0ff28cdd0a6f5ea7df7.png\" alt=\"Add filters\" \/><\/p>\n<\/li>\n<li class=\"li\">\u518d\u6b21\u5355\u51fb\u6dfb\u52a0\u7b5b\u9009\u5668\u3002\u6dfb\u52a0\u4e00\u4e2a\u8fc7\u6ee4\u5668\u7684\u6f5c\u5728\u5ba2\u6237\u72b6\u6001\u7b49\u4e8e\u8054\u7cfb\u3002<\/li>\n<li class=\"li\">\u4fdd\u5b58\u4f60\u7684\u5de5\u4f5c\u3002\u51fa\u73b0\u65b0\u7684\u5217\u8868\u89c6\u56fe\uff0c\u663e\u793a\u6765\u81ea\u5e74\u6536\u5165\u81f3\u5c11\u4e3a75\u4e07\u7f8e\u5143\u7684\u516c\u53f8\u7684\u8054\u7cfb\u7ebf\u7d22\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us4ec1c4b2a151fc02703ada0bf4c13122.png\" alt=\"The new list view appears\" \/><\/p>\n<\/li>\n<\/ol>\n<\/div>\n<div class=\"section\">\n<h3 id=\"Tdxn4tBK-heading3\" class=\"helpHead3\">\u4e3a\u9500\u552e\u7ebf\u7d22\u548c\u673a\u4f1a\u5f3a\u5316\u9500\u552e\u6d41\u7a0b<\/h3>\n<p class=\"p\">\u5982\u679c\u60a8\u8fd8\u6ca1\u6709\u4e3a\u60a8\u7684\u9500\u552e\u56e2\u961f\u8bbe\u7f6e\u8def\u5f84\uff0c\u8bf7\u5728\u8fd9\u91cc\u7b80\u5355\u4ecb\u7ecd\u4e00\u4e0b\u5982\u4f55\u5728\u9500\u552e\u7ebf\u7d22\u4e0a\u663e\u793a\u3002\u5728\u8fd9\u6761\u9053\u8def\u4e0a\uff0c\u6211\u4eec\u770b\u5230\u4e86\u9886\u5bfc\u8005\u7684\u5730\u4f4d\uff0c\u5173\u952e\u5b57\u6bb5\uff0c\u751a\u81f3\u6210\u529f\u7684\u6307\u5bfc\u3002<\/p>\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us09b926d7fa2fbb4eac8bc3f88b131f71.png\" alt=\"Path for a lead\" \/><\/p>\n<p class=\"p\">\u4f46\u662f\u739b\u4e3d\u4e9a\u5df2\u7ecf\u4e3a\u5979\u7684\u56e2\u961f\u8bbe\u7acb\u4e86\u8def\u5f84\u3002\u6240\u4ee5\u6797\u80af\u548c\u4ed6\u7684\u540c\u4e8b\u90fd\u88ab\u8986\u76d6\u4e86\u3002\u6211\u4eec\u5efa\u8bae\u60a8\u67e5\u770b\u8def\u5f84\u548c\u5de5\u4f5c\u533a\u6a21\u5757\uff0c\u5e76\u4e3a\u60a8\u7684\u9500\u552e\u56e2\u961f\u8bbe\u7f6e\u8def\u5f84\u3002<\/p>\n<\/div>\n<div class=\"section\">\n<h3 id=\"Tdxn4tBK-heading4\" class=\"helpHead3\">\u8ba9\u9500\u552e\u4ee3\u8868\u53ef\u4ee5\u4f7f\u7528Lightning Sales Console\u9ad8\u6548\u5de5\u4f5c<\/h3>\n<p class=\"p\">\u739b\u4e3d\u4e9a\u4e86\u89e3\u4e86Lightning Sales Console\uff0c\u5e76\u770b\u5230\u4e86\u4e00\u4e2a\u8ba9\u5979\u7684\u4ee3\u8868\u4e0e\u9ad8\u901f\u9500\u552e\u6a21\u5f0f\u66f4\u7d27\u5bc6\u7ed3\u5408\u7684\u7edd\u597d\u673a\u4f1a\u3002<\/p>\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us0684f45db85c6150bfa92fcf2961eb82.png\" alt=\"Lightning Sales Console with highlights panel, workspace, and related lists\" \/><\/p>\n<p>\u8be5\u63a7\u5236\u53f0\u5177\u6709\u5bfc\u822a\u53cb\u597d\u7684\u5e03\u5c40\uff0c\u4f9b\u60a8\u7684\u4ee3\u8868\u6700\u4f9d\u8d56\u7684\u8bb0\u5f55\uff1a\u5e10\u6237\uff0c\u8054\u7cfb\u4eba\uff0c\u6f5c\u5728\u5ba2\u6237\u548c\u673a\u4f1a\u3002\u5e03\u5c40\u5305\u62ec\u7a81\u51fa\u663e\u793a\u9762\u677f\uff081\uff09\u4e2d\u7684\u8bb0\u5f55\u5173\u952e\u7ec6\u8282\uff0cPath\uff06Workspaces\u6a21\u5757\u4e2d\u7684\u5de5\u4f5c\u533a\uff082\uff09\u4ee5\u53ca\u6709\u7528\u7684\u76f8\u5173\u5217\u8868\uff083\uff09\u3002<\/p>\n<p>\u62c6\u5206\u89c6\u56fe\u663e\u793a\u5217\u8868\u89c6\u56fe\u4ee5\u53ca\u5de5\u4f5c\u533a\u9009\u9879\u5361\u548c\u5b50\u9009\u9879\u5361\uff0c\u8ba9\u60a8\u7684\u4ee3\u8868\u901a\u8fc7\u8bb0\u5f55\u5217\u8868\u5feb\u901f\u5de5\u4f5c\uff084\uff09\u3002<\/p>\n<p>\u4ee3\u8868\u8fd8\u53ef\u4ee5\u5feb\u901f\u8bbf\u95ee\u5176\u4ed6\u7684\u8bb0\u5f55\u548c\u529f\u80fd\uff0c\u5305\u62ec\u6d3b\u52a8\uff0c\u4efb\u52a1\u548c\u62a5\u544a\u3002\u9009\u9879\u5361\u548c\u5b50\u9009\u9879\u5361\u53ef\u4ee5\u5e2e\u52a9\u4ee3\u8868\u4eec\u8f7b\u677e\u6d4f\u89c8\u5173\u952e\u7ec6\u8282\uff0c\u4ee5\u4fdd\u6301\u9500\u552e\u6d41\u7a0b\u7684\u987a\u7545\u3002<\/p>\n<div class=\"p\">\n<p>\u4f7f\u7528AppExchange\u4f7f\u63a7\u5236\u53f0\u66f4\u5f3a\u5927\uff0cAppExchange\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5145\u6ee1\u6d3b\u529b\u7684\u5408\u4f5c\u4f19\u4f34\u89e3\u51b3\u65b9\u6848\uff0c\u5e94\u7528\u7a0b\u5e8f\u548c\u7ec4\u4ef6\u7684\u751f\u6001\u7cfb\u7edf\u3002\u7ba1\u7406\u591a\u4e2a\u6d41\u7a0b\uff0c\u8303\u56f4\u4ece\uff1a<\/p>\n<ul class=\"ul bulletList\">\n<li class=\"li\">\u9500\u552e\u52a0\u901f\u89e3\u51b3\u65b9\u6848\uff0c\u5982InsideSales<\/li>\n<li class=\"li\">\u9884\u6d4b\u6027\u63d0\u4f9b\u8005\uff0c\u59826Sense<\/li>\n<li class=\"li\">\u4e91\u8054\u7edc\u4e2d\u5fc3\u548c\u7535\u8bdd\u63d0\u4f9b\u5546\uff0c\u5982NewVoiceMedia\u548cTalkdesk<\/li>\n<li class=\"li\">\u9500\u552e\u751f\u4ea7\u529b\u89e3\u51b3\u65b9\u6848\uff0c\u5982LevelEleven\u548cXactly<\/li>\n<\/ul>\n<p>Lightning Sales Console\u8ba9\u5ba2\u6237\u9009\u62e9\u5e76\u5feb\u901f\u6574\u5408\u6700\u80fd\u6ee1\u8db3\u5176\u9700\u6c42\u7684\u89e3\u51b3\u65b9\u6848\u3002\u65e0\u8bba\u4ed6\u4eec\u6765\u81eaSalesforce\u8fd8\u662f\u5408\u4f5c\u4f19\u4f34\uff0cAppExchange\u7684\u89e3\u51b3\u65b9\u6848\u90fd\u80fd\u4e3a\u9ad8\u901f\u9500\u552e\u521b\u9020\u6700\u4f73\u4f53\u9a8c\u3002<br \/>\n\u739b\u4e3d\u4e9a\u770b\u5230\u4e86\u63a7\u5236\u53f0\u5982\u4f55\u5e2e\u52a9\u5979\u7684\u9500\u552e\u56e2\u961f\u66f4\u9ad8\u6548\u5730\u5de5\u4f5c\u3002\u4ee5\u4e0b\u662f\u5982\u4f55\u8bbe\u7f6e\u5b83\u3002<\/p>\n<\/div>\n<div class=\"p\">\n<ol class=\"ol enumList\">\n<li class=\"li\">\u4ece\u8bbe\u7f6e\u4e2d\uff0c\u5728\u5feb\u901f\u67e5\u627e\u6846\u4e2d\u8f93\u5165\u5e94\u7528\u7a0b\u5e8f\uff0c\u7136\u540e\u9009\u62e9 <strong class=\"ph uicontrol\">App Manager<\/strong>.<\/li>\n<li class=\"li\">\u5355\u51fb\u9500\u552e\u63a7\u5236\u53f0\u65c1\u8fb9\u7684\u7f16\u8f91\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us65ccb9eb9af41ea695bba6df493d423f.png\" alt=\"Edit option next to Sales Console\" \/><\/p>\n<\/li>\n<li class=\"li\">\u4f7f\u7528Lightning App\u5411\u5bfc\u6765\u81ea\u5b9a\u4e49\u6807\u51c6\u9500\u552e\u63a7\u5236\u53f0\u3002\u739b\u4e3d\u4e9a\u589e\u52a0\u4e86\u5979\u7684\u516c\u53f8\u54c1\u724c\u4e0e\u539f\u8272\uff03767B7E\u548c\u5979\u7684\u516c\u53f8\u6807\u5fd7\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us3d4700fdf4d425eaca6ee02f7fdf7418.png\" alt=\"Setup for adding company logo and customizing the primary color\" \/><\/p>\n<\/li>\n<li class=\"li\">\u5355\u51fb\u4fdd\u5b58\uff0c\u7136\u540e\u5355\u51fb\u9009\u62e9\u9879\u76ee\u9009\u9879\u5361\u3002<\/li>\n<li class=\"li\">\u6dfb\u52a0\u9884\u6d4b\uff0c\u7136\u540e\u4ece\u5217\u8868\u5e95\u90e8\u5411\u4e0a\u79fb\u52a8\u5b83\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-usb2786f5a770e886287430cdf5d8c81fe.png\" alt=\"Add the Cases item and then move the item up from the bottom\" \/><\/p>\n<\/li>\n<li class=\"li\">\u70b9\u51fb\u4fdd\u5b58\u3002<\/li>\n<\/ol>\n<p>\u73b0\u5728\u739b\u4e3d\u4e9a\u8bbe\u7f6e\u4e86\u63a7\u5236\u53f0\uff0c\u5979\u7684\u4ee3\u8868\u53ef\u4ee5\u4f7f\u7528\u5b83\u3002\u5c31\u662f\u8fd9\u6837\u3002<\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\">\u6253\u5f00\u5e94\u7528\u7a0b\u5e8f\u542f\u52a8\u5668\uff0c\u7136\u540e\u9009\u62e9 <strong class=\"ph uicontrol\">Sales Console<\/strong>.\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-usa66fd9d03c296b6ff02e61f5e79793f8.png\" alt=\"Sales Console in the App Launcher\" \/><\/p>\n<\/li>\n<li class=\"li\">\u8bf7\u6ce8\u610f\uff0c\u63a7\u5236\u53f0\u5305\u542bMaria\u6dfb\u52a0\u7684\u65b0\u54c1\u724c\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us0d08d889b2751ce230bbd52b81a99e90.png\" alt=\"Salse Consol with new logo\" \/><\/p>\n<p class=\"p\">\u6211\u4eec\u53ef\u4ee5\u770b\u5230\uff0c\u739b\u4e3d\u4e9a\u7684\u4ee3\u8868\u4eec\u53ef\u4ee5\u83b7\u5f97\u9884\u6d4b\u3002<\/p>\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us45053297cb4d1788fbfdae659377b3f5.png\" alt=\"Console with forecasts\" \/><\/p>\n<\/li>\n<\/ol>\n<p>\u6797\u80af\u548c\u4ed6\u7684\u540c\u4e8b\u4eec\u6b63\u5728\u9ad8\u901f\u9500\u552e\u6a21\u5f0f\u4e0b\u9ad8\u6548\u5de5\u4f5c\u3002<\/p>\n<\/div>\n<\/div>\n<div class=\"section\">\n<h3 id=\"Tdxn4tBK-heading5\" class=\"helpHead3\">\u4f7f\u7528Lightning Process Builder\u81ea\u52a8\u5316\u6d41\u7a0b\u548c\u4efb\u52a1<\/h3>\n<p>\u628a\u4f60\u7684\u56e2\u961f\u7684\u5fd9\u788c\u51fa\u53bb\u3002\u5f53\u60a8\u81ea\u52a8\u6267\u884c\u91cd\u590d\u7684\u4efb\u52a1\u548c\u6d41\u7a0b\u65f6\uff0c\u9500\u552e\u4ee3\u8868\u548c\u7ecf\u7406\u5c06\u4e13\u6ce8\u4e8e\u6700\u91cd\u8981\u7684\u4e8b\u60c5\uff1a\u4e0e\u5ba2\u6237\u5efa\u7acb\u826f\u597d\u5173\u7cfb\uff0c\u5e76\u5173\u95ed\u6700\u4f73\u4ea4\u6613\u3002<\/p>\n<p>\u6797\u80af\u5e0c\u671b\u4fdd\u6301\u81ea\u5df1\u548c\u4ed6\u7684\u540c\u4e8b\u7684\u6fc0\u60c5\u805a\u7126\u5728\u5927\u718a\u5927\u5b66\u7684\u9500\u552e\u8fc7\u7a0b\u3002\u5177\u4f53\u800c\u8a00\uff0c\u5bf9\u4e8e\u4ef7\u503c5\u4e07\u7f8e\u5143\u4ee5\u4e0a\u7684\u673a\u4f1a\uff0c\u5f53Chatter\u5c0f\u7ec4Big Deal\u5c06\u8fd9\u4e9b\u673a\u4f1a\u8bbe\u7f6e\u4e3aClosed Won\u65f6\uff0c\u5411\u5176\u53d1\u5e03\u901a\u544a\u3002<\/p>\n<div class=\"p\">\n<p>\u4ee5\u4e0b\u662fMaria\u5982\u4f55\u4f7f\u7528Process Builder\u5efa\u7acb\u4e00\u4e2a\u6d41\u7a0b\uff0c\u4e3aLincoln\u63d0\u4f9b\u4ed6\u60f3\u8981\u7684\u3002<\/p>\n<ol class=\"ol enumList\">\n<li class=\"li\">\u4ece\u201c\u8bbe\u7f6e\u201d\u4e2d\uff0c\u5728\u5feb\u901f\u67e5\u627e\u6846\u4e2d\u8f93\u5165Process Builder\uff0c\u7136\u540e\u9009\u62e9Process Builder\u3002<\/li>\n<li class=\"li\">\u70b9\u51fb\u65b0\u5efa\u3002\u8f93\u5165\u8fdb\u7a0b\u540d\u79f0\uff0c\u5e76\u6307\u51fa\u8fdb\u7a0b\u5728\u8bb0\u5f55\u66f4\u6539\u65f6\u542f\u52a8\u3002\u7136\u540e\uff0c\u70b9\u51fb\u4fdd\u5b58\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us1645e8f6018d6ded0a7ca1ca34fa93a4.png\" alt=\"New process using Process Builder\" \/><\/p>\n<\/li>\n<li class=\"li\">\u9009\u62e9\u673a\u4f1a\u5bf9\u8c61\uff0c\u5e76\u5728\u521b\u5efa\u6216\u7f16\u8f91\u8bb0\u5f55\u65f6\u542f\u52a8\u8be5\u8fc7\u7a0b\u3002\u70b9\u51fb\u4fdd\u5b58\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us1d27c4b65068db9e7bf220565cb2c8be.png\" alt=\"Select the Opportunity object\" \/><\/p>\n<\/li>\n<li class=\"li\">\u70b9\u51fb\u6dfb\u52a0\u6807\u51c6\u3002\u4e3a\u884c\u52a8\u7ec4\u63d0\u4f9b\u4e00\u4e2a\u540d\u79f0\uff0c\u4f8b\u5982\u91d1\u989d\u548c\u9636\u6bb5\u3002\u7136\u540e\uff0c\u6dfb\u52a0\u8fd9\u4e9b\u6761\u4ef6\u3002\n<div class=\"data colSort\">\n<table class=\"featureTable sort_table\" summary=\"\">\n<thead class=\"thead sorted\" align=\"left\">\n<tr>\n<th id=\"d516248e457\" class=\"featureTableHeader \">\u5b57\u6bb5<\/th>\n<th id=\"d516248e460\" class=\"featureTableHeader \">\u64cd\u4f5c<\/th>\n<th id=\"d516248e463\" class=\"featureTableHeader \">\u7c7b\u578b<\/th>\n<th id=\"d516248e466\" class=\"featureTableHeader \">\u503c<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"tbody\">\n<tr>\n<td class=\"entry\" headers=\"d516248e457\" data-title=\"Field\">Opportunity.Amount<\/td>\n<td class=\"entry\" headers=\"d516248e460\" data-title=\"Operator\">\u5927\u4e8e\u6216\u7b49\u4e8e<\/td>\n<td class=\"entry\" headers=\"d516248e463\" data-title=\"Type\">\u8d27\u5e01<\/td>\n<td class=\"entry\" headers=\"d516248e466\" data-title=\"Value\">$50,000<\/td>\n<\/tr>\n<tr>\n<td class=\"entry\" headers=\"d516248e457\" data-title=\"Field\">Opportunity.Stage<\/td>\n<td class=\"entry\" headers=\"d516248e460\" data-title=\"Operator\">\u7b49\u4e8e<\/td>\n<td class=\"entry\" headers=\"d516248e463\" data-title=\"Type\">\u9009\u62e9\u5217\u8868<\/td>\n<td class=\"entry\" headers=\"d516248e466\" data-title=\"Value\">Closed Won<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us0bf61846a3b0d55df728901a2b4cef6b.png\" alt=\"Add criteria to the new process\" \/><\/p>\n<\/li>\n<li class=\"li\">\u70b9\u51fb\u4fdd\u5b58\u3002<\/li>\n<li class=\"li\">\u70b9\u51fb\u6dfb\u52a0\u64cd\u4f5c\u3002 \u7136\u540e\u9009\u62e9\u5f20\u8d34\u5230Chatter\u3002 \u7ed9\u5b83\u4e00\u4e2a\u540d\u5b57\uff0c\u6bd4\u5982Post Kudos\u3002 \u7136\u540e\u9009\u62e9Chatter\u7ec4\u5e76\u5236\u4f5c\u60a8\u7684\u6d88\u606f\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us12c2fe98f798b0dfa38492b9b4c225d7.png\" alt=\"Add the action to post to a Chatter group\" \/><\/p>\n<\/li>\n<li class=\"li\">\u70b9\u51fb\u4fdd\u5b58\u3002 \u7136\u540e\u70b9\u51fb\u6fc0\u6d3b\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us140c4ea3718d6ac0b22815114dd207af.png\" alt=\"Activate the process\" \/><\/p>\n<\/li>\n<\/ol>\n<p>\u4ee5\u4e0b\u662f\u6fc0\u6d3b\u65b0\u6d41\u7a0b\u7684\u60c5\u51b5\u3002 \u6797\u80af\u7684\u9500\u552e\u4ee3\u8868\u4e4b\u4e00\uff0c\u827e\u7433\uff0c\u5173\u95ed\u4e86\u4e00\u5927\u7b14\u4ea4\u6613\u3002 \u5979\u5c06\u821e\u53f0\u5207\u6362\u5230\u201c\u5173\u95ed\u201d\uff0c\u7136\u540e\u9009\u62e9\u201c\u5173\u95ed\u7684\u201d\u3002<\/p>\n<\/div>\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us0e4af42cdab5a473b2d6345bcd1a237f.png\" alt=\"Opportunity set to Closed - Won\" \/><\/p>\n<p class=\"p\">\u8363\u8a89\u5e16\u5b50\u51fa\u73b0\u5728Big Deal Chatter\u7fa4\u7ec4\u4e2d\uff01<\/p>\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us3a6a71e0ec2f9b4303d8bcf4be418172.png\" alt=\"Kudos appear in the Big Deals Chatter group\" \/><\/p>\n<p class=\"p\">\u73b0\u5728\uff0c\u60a8\u5df2\u7ecf\u4e86\u89e3\u4e86\u60a8\u548c\u60a8\u7684\u9500\u552e\u56e2\u961f\u53ef\u7528\u7684\u529f\u80fd\u3002 \u5728\u4e0b\u4e00\u4e2a\u5355\u5143\u4e2d\uff0c\u6211\u4eec\u5c06\u56de\u987e\u4e00\u4e9b\u65b9\u6cd5\uff0c\u8ba9\u60a8\u5c06\u9500\u552e\u6d41\u7a0b\u63d0\u5347\u5230\u4e00\u4e2a\u65b0\u7684\u6c34\u5e73\u3002<\/p>\n<\/div>\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 \u63cf\u8ff0Salesforce\u5982\u4f55\u5e2e\u52a9\u60a8\u7684\u9500\u552e\u56e2\u961f\u5b9e\u73b0\u9ad8\u901f\u9500\u552e\u3002 \u89e3\u91caLight &hellip; <a href=\"http:\/\/www.ponybai.com\/?p=434\" class=\"more-link\">\u7ee7\u7eed\u9605\u8bfb<span class=\"screen-reader-text\">Salesforce Lighting\uff08\u9762\u5411\u9500\u552e11\uff09AI-\u9500\u552e\u65b9\u5f0f<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54,55],"tags":[],"class_list":["post-434","post","type-post","status-publish","format-standard","hentry","category-lightning-","category-linghting-ai"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce Lighting\uff08\u9762\u5411\u9500\u552e11\uff09AI-\u9500\u552e\u65b9\u5f0f - \u767d\u767d\u968f\u7b14<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/www.ponybai.com\/?p=434\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta 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