Video: Dab tsi yog kev cai hierarchy teb hauv Salesforce?
2024 Tus sau: Lynn Donovan | [email protected]. Kawg hloov kho: 2023-12-15 23:47
Nws Tsim ib hierarchical nrhiav kev sib raug zoo ntawm cov neeg siv. "Nws tso cai rau cov neeg siv los saib xyuas teb kom koom nrog ib tus neeg siv nrog lwm tus uas tsis ncaj qha lossis tsis ncaj qha rau nws tus kheej. Piv txwv li, koj tuaj yeem tsim ib qho kev cai hierarchical kev sib raug zoo teb khaws txhua tus neeg siv tus thawj tswj hwm ncaj qha."
Ntawm no, Salesforce hierarchy yog dab tsi?
Lub luag haujlwm hierarchy yog ib txoj hauv kev los tswj cov ntaub ntawv nkag mus rau cov ntaub ntawv ntawm a kev muag khoom khoom raws li txoj haujlwm ntawm tus neeg siv. Piv txwv li, tus thawj tswj hwm yuav tsum muaj kev nkag mus rau tag nrho cov ntaub ntawv hais txog cov neeg ua haujlwm uas qhia rau nws, tab sis cov neeg ua haujlwm tsis muaj kev nkag mus rau cov ntaub ntawv uas tsuas yog los ntawm lawv tus thawj tswj hwm.
Tsis tas li ntawd, kuv yuav ua li cas thiaj tsim tau lub hierarchy hauv Salesforce? Txhawm rau tswj hwm tus account hierarchy kom tiav, nkag mus rau hauv tus account hauv Parent Account field rau txhua tus account tsuas yog ib qho nyob rau saum toj ntawm hierarchy.
- Los ntawm kev teeb tsa, hauv Quick Nrhiav lub thawv, nkag mus rau Account Settings thiab tom qab ntawd nyem Account Settings.
- Xaiv Qhia Saib Hierarchy txuas ntawm nplooj ntawv nyiaj hauv Salesforce Classic.
Ua raws li qhov no, kev sib raug zoo hierarchical yog dab tsi?
Hierarchical kev sib raug zoo yog ua raws li qib lossis theem ntawm kev tswj hwm thiab kev tswj hwm, qhov twg lub sij hawm tus thawj tswj hwm sawv cev rau ib chav lossis tag nrho, thiab cov ntsiab lus hauv qab hais txog nws cov tswv cuab lossis cov khoom.
Dab tsi yog qhov chaw nrhiav hauv Salesforce?
Salesforce cov khoom feem ntau suav nrog nrhiav teb uas tso cai rau koj mus koom ob cov ntaub ntawv ua ke hauv kev sib raug zoo. Piv txwv li, cov ntaub ntawv tiv tauj suav nrog tus Account nrhiav teb uas koom nrog kev sib cuag nrog nws tus account. Nrhiav teb tshwm nrog cov. khawm ntawm cov nplooj ntawv hloov kho.
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