Cov txheej txheem:
Video: Kuv yuav rho tawm ib lub tsev qiv ntawv hauv Salesforce li cas?
2024 Tus sau: Lynn Donovan | [email protected]. Kawg hloov kho: 2023-12-15 23:47
Tswj cov tsev qiv ntawv los ntawm Cov Ntaub Ntawv Tsev
- Tsim ib tug tsev qiv ntawv thiab brand koj tsev qiv ntawv nrog a tsev qiv ntawv duab, nyem Tshiab Lub tsev qiv ntawv .
- Kho kom raug a tsev qiv ntawv , nyem qhov dropdown zaub mov ib sab ntawm a tsev qiv ntawv thiab xaiv Kho kom raug Lub tsev qiv ntawv Paub meej.
- Rau rho tawm ib lub tsev qiv ntawv , nias Rho tawm . Nco ntsoov tsuas yog khoob tsev qiv ntawv tuaj yeem muab tshem tawm. Rho tawm cov ntaub ntawv ua ntej, thiab tom qab ntawd rho tawm tus tsev qiv ntawv .
Cov lus nug tseem yog, koj yuav rho tawm lub tsev qiv ntawv li cas?
Coj mus rhaub rau tsev qiv ntawv koj xav tau rho tawm . thiab ces nias Lub tsev qiv ntawv chaw. Hauv nplooj ntawv chaw, nyem Rho tawm daim ntawv no tsev qiv ntawv nyob rau hauv Permissions and Management. Yog tias koj paub tseeb tias koj xav tau rho tawm tus tsev qiv ntawv , nyem OK.
Ib yam li ntawd, kuv yuav rho tawm cov ntaub ntawv hauv Salesforce li cas? Kev rho tawm a Cov ntaub ntawv los ntawm Cov Ntsiab Lus Nplooj Ntawv Rau rho tawm tus ntaub ntawv los ntawm Chatter, Salesforce CRM Cov Ntsiab Lus, thiab txhua qhov chaw uas nws tau muab faib, nyem qhov ntaub ntawv npe rau ntawm Cov Tsev Qiv Ntawv, Cov Ntsiab Lus, lossis Cov Ntawv Sau Npe. Los ntawm nplooj ntawv cov ntsiab lus, nyem Kho kom raug | Rho tawm Cov ntsiab lus rau rho tawm tus ntaub ntawv.
Ib yam li ntawd, lub tsev qiv ntawv hauv Salesforce yog dab tsi?
A tsev qiv ntawv kev tso cai yog ib pawg ntawm cov cai uas tau muab rau txhua tus Salesforce CRM Cov ntsiab lus tsev qiv ntawv tus tswv cuab. Nws txiav txim siab txog cov dej num uas tus tswv cuab tuaj yeem ua hauv ib qho tshwj xeeb tsev qiv ntawv . Tib tus neeg siv tuaj yeem muaj qhov sib txawv tsev qiv ntawv kev tso cai nyob rau hauv txhua tsev qiv ntawv . Tsim thiab Kho Lub tsev qiv ntawv Tso cai.
Kuv yuav nkag mus rau cov tsev qiv ntawv hauv Salesforce li cas?
Nkag mus rau General Settings hauv Quick Find box, ces xaiv General Settings. Xaiv Cov tsev qiv ntawv hauv Salesforce Cov ntaub ntawv. tswj nkag mus rau ib tug subset ntawm cov neeg siv, siv lub Nkag mus rau Cov Tsev Qiv Ntawv tso cai, muaj rau cov profiles thiab tso cai teev rau feem ntau cov qauv siv daim ntawv tso cai.
Pom zoo:
Kuv yuav pib lub tsev qiv ntawv hauv zej zog li cas?
Yuav Ua Li Cas Pib Ib Lub Tsev Qiv Dawb Me: Tsib kauj ruam yooj yim! Kauj Ruam Ib: Txheeb Xyuas Qhov Chaw & Tus Saib Xyuas. Ua ntej txiav txim siab qhov twg koj tuaj yeem raug cai thiab ruaj ntseg nruab Lub Tsev Qiv Ntawv. Kauj ruam 2: Tau ib lub tsev qiv ntawv. Kauj ruam 3: Sau npe rau koj lub tsev qiv ntawv. Kauj Ruam 4: Tsim kev txhawb nqa. Kauj Ruam 5: Ntxiv koj lub tsev qiv ntawv rau hauv Daim Ntawv Qhia Ntiaj Teb
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