Cov txheej txheem:

Kuv yuav tsim kev sib raug zoo ntawm tus kheej hauv Salesforce li cas?
Kuv yuav tsim kev sib raug zoo ntawm tus kheej hauv Salesforce li cas?

Video: Kuv yuav tsim kev sib raug zoo ntawm tus kheej hauv Salesforce li cas?

Video: Kuv yuav tsim kev sib raug zoo ntawm tus kheej hauv Salesforce li cas?
Video: ua zoo poob peev los lawm nkauj xis xyooj (cover) 2024, Kaum ib hlis
Anonim

Tsim Kev Sib Raug Zoo rau Tus Kheej nrog Txoj Haujlwm Txoj Haujlwm

  1. Los ntawm Teeb, nyem Object Manager.
  2. Nyem qhov chaw.
  3. Nyem Fields & Kev sib raug zoo , ces New.
  4. Xaiv Nrhiav Kev sib raug zoo raws li Data Type.
  5. Nyem Next.
  6. Nyob rau hauv Related To picklist, xaiv Txoj Haujlwm.
  7. Nyem Next.
  8. Hloov daim ntawv lo rau lwm txoj hauj lwm.

Ib yam li ntawd, kev sib raug zoo ntawm tus kheej hauv Salesforce yog dab tsi?

Tus kheej - kev sib raug zoo : Thaum ib yam khoom muaj ib tug lookup nrog nws tus kheej, nws yog a tus kheej - kev sib raug zoo . A kev sib raug zoo ntawm tus kheej tsim ib daim duab tsob ntoo ntawm cov khoom. Piv txwv li, tus account muaj ib tug saib ntawm nws tus kheej, hu ua Parent Account.

Ib tug kuj yuav nug, Kuv yuav ua li cas thiaj tsim tau cov ntaub ntawv teev tseg hauv Salesforce? Ntaus hauv " khoom "hauv lub thawv tshawb nrhiav thiab nyem rau ntawm " khoom "link sub" Tsim ”. Nyem rau ntawm "New Custom Object ” khawm. Lub npe khoom daim ntawv lo. Xaiv qhov koj xav sau npe tshiab li cas cov ntaub ntawv ntawm Salesforce.

Tom qab ntawd, ib tus tuaj yeem nug, Kuv yuav tsim kev sib raug zoo hierarchical hauv Salesforce li cas?

Hauv Classic: Teeb | Kev teeb tsa App | Tsim | Yam khoom | Tshiab Custom Object.

Tsim ib tug hierarchy (niam txiv/me nyuam kev sib raug zoo) nyob rau hauv tib yam khoom

  1. Lub npe nws "Sub", i.e. SubOpportunity.
  2. Xaiv Auto Number rau hom ntaub ntawv.
  3. Tsis txhob xaiv ib qho ntawm "Optional Features" lossis ib qho ntawm "Kev Tsim Khoom" xaiv.
  4. Txuag.

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.

Pom zoo: