Cov txheej txheem:
Video: Kuv yuav xa cov npe phiaj xwm hauv Salesforce li cas?
2024 Tus sau: Lynn Donovan | [email protected]. Kawg hloov kho: 2024-01-18 08:24
Txhawm rau tsim cov ntaub ntawv ntshuam nrog daim ID no, ua ntej xa cov ntaub ntawv los ntawm Salesforce
- Khiav ib tus account, tus tswv cuab phiaj xwm , tiv tauj, kev cai khoom, txhuas, los yog kev daws teeb meem qhia hauv Salesforce . suav nrog daim ID ntsig txog thiab lwm qhov chaw uas yuav tsum tau ua rau kev ntshuam.
- Export tsab ntawv ceeb toom rau Excel.
Yog li ntawd, kuv yuav xa ib qho kev sib cuag los ntawm kev sib tw hauv Salesforce li cas?
- Nkag mus rau hauv koj tus account Salesforce.com, tom qab ntawd nyem rau ntawm "Tshaj Tawm" tab hauv cov ntawv qhia zaub mov saum toj kawg nkaus.
- Nyem qhov "Tsim Cov Ntawv Qhia Txog Kev Cai Tshiab" txhawm rau qhib Daim Ntawv Qhia Wizard.
- Nyem rau ntawm lub "Account Type" drop-down box, thiab ces nias rau cov neeg mus export.
Tom qab ntawd, lo lus nug yog, koj tuaj yeem xa cov ntaub ntawv los ntawm Salesforce? Koj ua tau yooj yim export cov ntaub ntawv los ntawm Salesforce , manually lossis ntawm lub sijhawm tsis siv neeg. Cov cov ntaub ntawv yog xa tawm raws li cov ntaub ntawv sib cais ntawm comma-separated values (CSV). Cov ntaub ntawv export cov cuab yeej muab txoj hauv kev yooj yim kom tau txais ib daim qauv ntawm koj Salesforce cov ntaub ntawv , tog twg los rau thaub qab los yog rau importing rau hauv ib qho kev sib txawv.
Tom qab ntawd, kuv yuav xa cov npe ntawm Salesforce li cas?
Yuav ua li cas export hu los ntawm koj tus account Salesforce
- Kauj ruam 1: Khiav ib Daim Ntawv Qhia. Nyem rau ntawm Cov Ntawv Qhia tab ntawm cov ntawv qhia zaub mov saum toj kawg nkaus. Nyem rau ntawm daim ntawv teev npe txuas. Ntawm Kauj Ruam 1: Xaiv koj hom ntawv tshaj tawm, xaiv Tabular Report nyem Next.
- Kauj ruam 2: Export hu. Ntawm Export Report:, rau Export File Format:, xaiv Comma Delimited. CSV. Nyem Export.
Koj puas tuaj yeem xa tawm los ntawm Salesforce rau Excel?
Koj tuaj yeem xa tawm cov ntaub ntawv los ntawm ib qho Salesforce qhia rau hauv Excel , los ntawm kev xaiv Export Paub meej” kev xaiv. Siv daim ntawv qhia koj ua tau tswj cov kab twg koj export thiab koj ua tau lim koj cov ntaub ntawv rau xa tawm tsuas yog subset ntawm cov ntaub ntawv koj xav tau.
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