{"id":594,"date":"2018-01-19T20:43:42","date_gmt":"2018-01-19T12:43:42","guid":{"rendered":"http:\/\/www.ponybai.com\/?p=594"},"modified":"2018-01-19T20:43:42","modified_gmt":"2018-01-19T12:43:42","slug":"salesforce-%e9%85%8d%e7%bd%ae%e7%a7%bb%e5%8a%a8%e7%ab%af%ef%bc%884%ef%bc%89","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=594","title":{"rendered":"Salesforce \u914d\u7f6e\u79fb\u52a8\u7aef\uff084\uff09"},"content":{"rendered":"<div class=\"nested0\">\n<h2 id=\"Tdxn4tBK-heading1\" class=\"helpHead2\">\u5b66\u4e60\u76ee\u6807<\/h2>\n<div class=\"body\">\n<div id=\"p2\" 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\">\u89e3\u91ca\u4e3a\u4ec0\u4e48\u5b9a\u5236\u5c0f\u578b\u5e03\u5c40\u975e\u5e38\u91cd\u8981\u3002<\/li>\n<li class=\"li\">\u521b\u5efa\u4e00\u4e2a\u65b0\u7684\u7d27\u51d1\u5e03\u5c40\u3002<\/li>\n<li class=\"li\">\u4e3a\u7528\u6237\u5206\u914d\u4e00\u4e2a\u7d27\u51d1\u7684\u5e03\u5c40\u3002<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"salesforce1_customization_compact_layouts_intro\" class=\"topic nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<h2 id=\"Tdxn4tBK-heading2\" class=\"helpHead2\"><span id=\"topic-title\" class=\"ph\">\u79fb\u52a8\u5b9a\u5236\u66f4\u6709\u8da3<\/span><\/h2>\n<div class=\"body\">\n<p>\u73b0\u5728\uff0c\u60a8\u53ef\u4ee5\u5feb\u901f\u64cd\u4f5c\u9ed1\u5e26\uff0c\u6211\u4eec\u53ef\u4ee5\u7ee7\u7eed\u4f7f\u7528\u4e0b\u4e00\u4e2a\u79fb\u52a8\u5b9a\u5236\u5de5\u5177\u3002\u5728\u672c\u5355\u5143\u4e2d\uff0c\u6211\u4eec\u5411\u60a8\u4ecb\u7ecd\u7d27\u51d1\u7684\u5e03\u5c40\u3002<\/p>\n<p>\u5728\u6df1\u5165\u4e4b\u524d\uff0c\u6211\u4eec\u53ea\u60f3\u627f\u8ba4\u6574\u4e2a\u201c\u5e03\u5c40\u201d\u7684\u4e1c\u897f\u53ef\u80fd\u4f1a\u4ee4\u4eba\u56f0\u60d1\u3002\u884c\u52a8\u5e03\u5c40&#8230;\u5168\u5c40\u53d1\u884c\u5546\u5e03\u5c40&#8230;\u9875\u9762\u5e03\u5c40&#8230;\u7d27\u51d1\u7684\u5e03\u5c40\u3002\u4e3a\u4e86\u5927\u58f0\u54ed\u6ce3\uff0c\u4e00\u5b9a\u8981\u6709\u4e00\u4e2a\u5e03\u5c40\uff1f<\/p>\n<p>\u55ef\uff0c\u662f\u3002\u8fd9\u662fSalesforce\u5982\u6b64\u7075\u6d3b\u7684CRM\u5e73\u53f0\u7684\u4e00\u90e8\u5206\u3002\u4f60\u53ef\u4ee5\u81ea\u5b9a\u4e49\u5916\u89c2\u7684\u4e1c\u897f\uff0c\u6211\u4eec\u662f\u771f\u7684\u5728\u5e03\u5c40\u7684\u63a5\u7f1d\u7206\u88c2\u3002\u4f46\u662f\u522b\u62c5\u5fc3\u4e00\u65e6\u4f60\u719f\u6089\u6240\u6709\u7684\u5b9a\u5236\u5de5\u5177\uff0c\u4f60\u751a\u81f3\u4e0d\u4f1a\u518d\u8003\u8651\u8fd9\u4e2a\u672f\u8bed\u3002<\/p>\n<p>\u90a3\u4e48\u4ec0\u4e48\u662f\u4e00\u4e2a\u7d27\u51d1\u7684\u5e03\u5c40\uff1f<\/p>\n<\/div>\n<\/div>\n<div id=\"salesforce1_customization_compact_layouts_def\" class=\"topic nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<h2 id=\"Tdxn4tBK-heading3\" class=\"helpHead2\"><span id=\"topic-title\" class=\"ph\">\u7d27\u51d1\u7684\u5e03\u5c40<\/span><\/h2>\n<div class=\"body\">\n<p>\u5728Salesforce\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u4e2d\u6253\u5f00\u8bb0\u5f55\u65f6\uff0c\u53ef\u4ee5\u5728\u9875\u9762\u7684\u6807\u9898\u4e2d\u770b\u5230\u5173\u4e8e\u8be5\u8bb0\u5f55\u7684\u9ad8\u4eae\u663e\u793a\u3002\u7d27\u51d1\u7684\u5e03\u5c40\u63a7\u5236\u6807\u9898\u4e2d\u51fa\u73b0\u7684\u5b57\u6bb5\u3002\u5bf9\u4e8e\u6bcf\u4e2a\u5bf9\u8c61\uff0c\u6700\u591a\u53ef\u4ee5\u5206\u914d\u56db\u4e2a\u5b57\u6bb5\u4ee5\u5728\u8be5\u533a\u57df\u4e2d\u663e\u793a\u3002<\/p>\n<p>\u4e0d\u9700\u8981\u4e3a\u5bf9\u8c61\u521b\u5efa\u548c\u81ea\u5b9a\u4e49\u538b\u7f29\u5e03\u5c40\uff0c\u56e0\u4e3a\u7cfb\u7edf\u9ed8\u8ba4\u662f\u5f00\u7bb1\u5373\u7528\u7684\u3002\u4f46\u662f\uff0c\u6211\u4eec\u5efa\u8bae\u4f7f\u7528\u7d27\u51d1\u7684\u5e03\u5c40\u5c06\u91cd\u8981\u7684\u5b57\u6bb5\u653e\u5165\u8bb0\u5f55\u6807\u9898\u4e2d\uff0c\u4ee5\u5e2e\u52a9\u60a8\u7684\u79fb\u52a8\u7528\u6237\u5feb\u901f\u83b7\u53d6\u6240\u9700\u7684\u4fe1\u606f\u3002<\/p>\n<p>\u6211\u4eec\u6765\u770b\u4e00\u4e2a\u6765\u81eaDreamHouse Realty\u7684\u4f8b\u5b50\u3002 D&#8217;Angelo\u4e00\u76f4\u5728\u8bd5\u9a8cProperty\u5bf9\u8c61\u7684\u7d27\u51d1\u5e03\u5c40\uff0c\u4ed6\u5bf9\u7ed3\u679c\u611f\u5230\u6ee1\u610f\u3002\u5728\u81ea\u5b9a\u4e49\u5bf9\u8c61\u7684\u7d27\u51d1\u5e03\u5c40\u4e4b\u524d\u548c\u4e4b\u540e\uff0c\u67e5\u770b\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u4e2d\u5c5e\u6027\u6807\u9898\u7684\u5c4f\u5e55\u622a\u56fe\u3002<\/p>\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us0e6948547af6b242305bca06672411d9.png\" alt=\"The header of a property record that shows the street name, price, status, and number of bedrooms summarized at the top\" \/><\/p>\n<p class=\"p\">\u76f8\u5f53\u597d\u7684\u4e00\u4e2a\u6539\u8fdb\uff0c\u5bf9\u5427\uff1f\u5982\u679c\u60a8\u5c06\u5173\u952e\u5b57\u6bb5\u653e\u5728\u5bf9\u8c61\u7684\u7d27\u51d1\u5e03\u5c40\u4e0a\uff0c\u79fb\u52a8\u7528\u6237\u53ef\u4ee5\u626b\u63cf\u9875\u9762\u6807\u9898\uff0c\u5e76\u4e00\u76ee\u4e86\u7136\u5730\u67e5\u770b\u91cd\u8981\u7ec6\u8282\u3002<\/p>\n<\/div>\n<\/div>\n<div id=\"salesforce1_customization_compact_layouts_create\" class=\"topic nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<h2 id=\"Tdxn4tBK-heading4\" class=\"helpHead2\"><span id=\"topic-title\" class=\"ph\">\u521b\u5efa\u4e00\u4e2a\u7d27\u51d1\u7684\u5e03\u5c40<\/span><\/h2>\n<div class=\"body\">\n<p class=\"p\">D&#8217;Angelo\u5df2\u7ecf\u5904\u7406\u4e86\u5c5e\u6027\u5bf9\u8c61\u7684\u7d27\u51d1\u5e03\u5c40\uff0c\u4f46\u4ed6\u8fd8\u6ca1\u6709\u5b9a\u5236\u81ea\u5df1\u7684\u8bb0\u5f55\u5934\u3002\u4ed6\u8fd8\u5e0c\u671b\u6539\u5584\u8054\u7cfb\u4eba\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u7684\u5916\u89c2\uff0c\u4ee5\u4fbf\u4e3a\u8054\u7cfb\u4eba\u5bf9\u8c61\u521b\u5efa\u4e00\u4e2a\u7b80\u6d01\u7684\u5e03\u5c40\u3002\u7136\u540e\u7ecf\u7eaa\u4eba\u53ef\u4ee5\u5c3d\u53ef\u80fd\u5feb\u5730\u83b7\u5f97\u6709\u5173\u6f5c\u5728\u4e70\u5bb6\u7684\u4fe1\u606f\u3002<\/p>\n<div class=\"p\">\n<ol class=\"ol enumList\">\n<li class=\"li\">\u4ece\u8054\u7cfb\u4eba\u7684\u5bf9\u8c61\u7ba1\u7406\u8bbe\u7f6e\u4e2d\uff0c\u8f6c\u5230\u7cbe\u7b80\u5e03\u5c40\uff0c\u7136\u540e\u5355\u51fb\u65b0\u5efa\u3002<\/li>\n<li class=\"li\">\u5728\u5b57\u6bb5\u6807\u7b7e\u5b57\u6bb5\u4e2d\uff0c\u8f93\u5165\u79fb\u52a8\u8054\u7cfb\u4eba\u5e03\u5c40\u3002<\/li>\n<li class=\"li\">\u5c06\u4ee5\u4e0b\u5b57\u6bb5\u6dfb\u52a0\u5230\u5e03\u5c40\uff1a\u540d\u79f0\uff0c\u7535\u8bdd\uff0cStage\uff0c\u7535\u5b50\u90ae\u4ef6\u3002<br \/>\n\u60a8\u6700\u591a\u53ef\u4ee5\u5305\u542b10\u4e2a\u5b57\u6bb5\uff0c\u4f46\u53ea\u6709\u56db\u4e2a\u5b57\u6bb5\u4f1a\u663e\u793a\u5728\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u4e2d\u3002\u53e6\u5916\uff0c\u5e76\u4e0d\u662f\u6240\u6709\u7684\u5b57\u6bb5\u90fd\u51fa\u73b0\u5728\u5217\u8868\u4e2d\u3002\u7d27\u51d1\u7684\u5e03\u5c40\u4e0d\u652f\u6301\u6587\u672c\u533a\u57df\uff0c\u957f\u6587\u672c\u533a\u57df\uff0c\u5bcc\u6587\u672c\u533a\u57df\u6216\u591a\u9009\u9009\u9879\u5217\u8868\u3002<\/li>\n<li class=\"li\">\u901a\u8fc7\u9009\u62e9\u5b83\u4eec\u5e76\u70b9\u51fb\u5411\u4e0a\u6216\u5411\u4e0b\u6765\u6392\u5e8f\u5b57\u6bb5\u3002\u8bf7\u52a1\u5fc5\u9996\u5148\u5c06\u5bf9\u8c61\u7684\u201c\u540d\u79f0\u201d\u5b57\u6bb5\u653e\u5728\u7528\u6237\u67e5\u770b\u8bb0\u5f55\u65f6\u4e3a\u7528\u6237\u63d0\u4f9b\u4e0a\u4e0b\u6587\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us25f63f9f1e527bf277bd49953012613f.png\" alt=\"A screenshot of the selected fields for the contact compact layout\" \/><\/p>\n<\/li>\n<li class=\"li\">\u70b9\u51fb <strong class=\"ph uicontrol\">Save<\/strong>.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"salesforce1_customization_compact_layouts_assign\" class=\"topic nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<h2 id=\"Tdxn4tBK-heading5\" class=\"helpHead2\"><span id=\"topic-title\" class=\"ph\">\u5c06\u7cbe\u7b80\u7248\u5f0f\u5206\u914d\u7ed9\u7528\u6237<\/span><\/h2>\n<div class=\"body\">\n<p class=\"p\">\u5c3d\u7ba1\u6211\u4eec\u521b\u5efa\u4e86\u4e00\u4e2a\u7d27\u51d1\u7684\u5e03\u5c40\uff0c\u4f46Salesforce\u5e94\u7528\u7a0b\u5e8f\u5c06\u7ee7\u7eed\u4f7f\u7528\u7cfb\u7edf\u9ed8\u8ba4\u8bbe\u7f6e\uff0c\u76f4\u5230\u6211\u4eec\u53e6\u884c\u901a\u77e5\u4e3a\u6b62\u3002\u6240\u4ee5\u73b0\u5728\u6211\u4eec\u53ea\u9700\u8981\u5c06\u6211\u4eec\u7684\u65b0\u5e03\u5c40\u8bbe\u7f6e\u4e3a\u8054\u7cfb\u4eba\u5bf9\u8c61\u7684\u4e3b\u5e03\u5c40\u3002\u9700\u8981\u6ce8\u610f\u7684\u662f\uff1a\u4e0e\u9875\u9762\u5e03\u5c40\u4e0d\u540c\uff0c\u60a8\u53ef\u4ee5\u4e3a\u6bcf\u4e2a\u914d\u7f6e\u6587\u4ef6\u5206\u914d\u4e0d\u540c\u7684\u5e03\u5c40\uff0c\u4e00\u4e2a\u7d27\u51d1\u7684\u5e03\u5c40\u9002\u7528\u4e8e\u6240\u6709\u7528\u6237\u3002<\/p>\n<div class=\"p\">\n<ol class=\"ol enumList\">\n<li class=\"li\">\u70b9\u51fb <strong class=\"ph uicontrol\">Compact Layout Assignment<\/strong>.<\/li>\n<li class=\"li\">\u70b9\u51fb <strong class=\"ph uicontrol\">Edit Assignment<\/strong>.<\/li>\n<li class=\"li\">\u5728\u4e3b\u8981\u8054\u7cfb\u4eba\u5e03\u5c40\u4e0b\u62c9\u5217\u8868\u4e2d\uff0c\u9009\u62e9\u00a0<strong class=\"ph uicontrol\">Mobile Contact Layout<\/strong>.\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us6da8771dc992d89d02fa69c91bcb8139.png\" alt=\"A screenshot of the new compact layout selected as the primary layout\" \/><\/p>\n<\/li>\n<li class=\"li\">\u70b9\u51fb <strong class=\"ph uicontrol\">Save<\/strong>.\n<div class=\"box message confirm\">\n<div class=\"inner\">\n<div class=\"bd\">\n<div class=\"media\">\n<div class=\"mediaBd\">\n<h4 class=\"mbs\">\u63d0\u793a<\/h4>\n<p>\u5982\u679c\u4e00\u4e2a\u5bf9\u8c61\u6709\u591a\u4e2a\u8bb0\u5f55\u7c7b\u578b\uff0c\u5f53\u60a8\u9009\u62e9\u4e3b\u8981\u5e03\u5c40\u65f6\uff0c\u60a8\u5c06\u770b\u5230\u4e00\u4e2aRecord Type Overrides\u90e8\u5206\u3002\u6709\u4e86\u5b83\uff0c\u60a8\u53ef\u4ee5\u5c06\u7279\u5b9a\u7684\u7d27\u51d1\u5e03\u5c40\u5206\u914d\u7ed9\u4e0d\u540c\u7684\u8bb0\u5f55\u7c7b\u578b\u3002<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"salesforce1_customization_compact_layouts_test\" class=\"topic nested0\" lang=\"en-us\" xml:lang=\"en-us\">\n<h2 id=\"Tdxn4tBK-heading6\" class=\"helpHead2\"><span id=\"topic-title\" class=\"ph\">\u5728Salesforce\u5e94\u7528\u7a0b\u5e8f\u4e2d\u6d4b\u8bd5\u7cbe\u7b80\u5e03\u5c40<\/span><\/h2>\n<div class=\"body\">\n<p class=\"p\">\u73b0\u5728\u662f\u65f6\u5019\u5207\u6362\u5230\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\uff0c\u4ee5\u4fbf\u6211\u4eec\u53ef\u4ee5\u4eab\u53d7\u6211\u4eec\u7684\u52b3\u52a8\u6210\u679c\u3002\u8ba9\u6211\u4eec\u6765\u770b\u770b\u6211\u4eec\u7684\u6f5c\u5728\u4e70\u5bb6\u7684\u65b0\u7684\u8054\u7cfb\u65b9\u5f0f\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u3002<\/p>\n<div class=\"p\">\n<ol class=\"ol enumList\">\n<li class=\"li\">\u5728\u60a8\u7684\u8bbe\u5907\u4e0a\u6253\u5f00Salesforce\u3002<\/li>\n<li class=\"li\">\u70b9\u51fb\u5bfc\u822a\u83dc\u5355\u56fe\u6807<img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us2c11bf7f5af512bcee91e06100f3981b.png\" alt=\"Navigation Menu Icon\" \/>\u6253\u5f00\u5bfc\u822a\u83dc\u5355\uff0c\u7136\u540e\u70b9\u51fb\u00a0<strong class=\"ph uicontrol\">Contacts<\/strong>.<\/li>\n<li class=\"li\">\u9009\u62e9\u60a8\u4e4b\u524d\u521b\u5efa\u7684\u8054\u7cfb\u4eba\u3002<\/li>\n<li class=\"li\">\u62c9\u4e0b\u6765\u5237\u65b0\u8bb0\u5f55\u6807\u9898\u3002\n<p class=\"p\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-us7a318c93d300b43f460fae7de1781f17.png\" alt=\"A screenshot of the new contact header with helpful information\" \/><\/p>\n<\/li>\n<\/ol>\n<\/div>\n<p>TA-DAH\uff01\u8054\u7cfb\u4eba\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u6709\u4e00\u4e2a\u5706\u6ed1\u7684\u65b0\u6807\u9898\u3002\u5f53\u7136\uff0c\u8fd9\u662f\u4e00\u4e2a\u5c0f\u5c0f\u7684\u6539\u53d8\u3002\u4f46\u8fd9\u5c31\u662f\u5b9a\u5236\u8fc7\u7a0b\u7684\u5de5\u4f5c\u539f\u7406\u3002\u6240\u6709\u8fd9\u4e9b\u5c0f\u5c0f\u7684\u53d8\u5316\u52a0\u8d77\u6765\uff0c\u7ed9\u79fb\u52a8\u7528\u6237\u5e26\u6765\u4e86\u4e0d\u540c\u7684\u4e16\u754c\u3002<\/p>\n<p>\u5728\u4e0b\u4e00\u4e2a\u5355\u5143\u4e2d\uff0c\u6211\u4eec\u901a\u8fc7\u5b66\u4e60\u5982\u4f55\u4fee\u6539\u79fb\u52a8\u5bfc\u822a\u83dc\u5355\u6765\u5b8c\u6210\u6211\u4eec\u7684\u79fb\u52a8\u5b9a\u5236\u5de5\u5177\u7684\u65cb\u98ce\u4e4b\u65c5\u3002<\/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 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