Cov txheej txheem:

Lub thoob teb hauv Salesforce yog dab tsi?
Lub thoob teb hauv Salesforce yog dab tsi?

Video: Lub thoob teb hauv Salesforce yog dab tsi?

Video: Lub thoob teb hauv Salesforce yog dab tsi?
Video: Lus pov thawj/mus pom hauv dlaab lub tebchaw - Vajtswv Coj XF Chaychai 2024, Kaum ib hlis
Anonim

Thawv teb hauv Salesforce Cov ntawv ceeb toom yog qhov ua haujlwm tsis txaus ntseeg uas siv los txheeb xyuas cov txiaj ntsig sai sai rau a teb nyob rau hauv ib daim ntawv qhia tsis tas yuav tsum muaj cov qauv kev cai teb nyob rau theem khoom. Salesforce Cov ntawv ceeb toom yog siv los tsim cov ntaub ntawv thiab tso saib cov ntaub ntawv nyob rau hauv daim ntawv ntawm Kab thiab Kab nrog cov cai.

Cov neeg tseem nug, dab tsi yog cov npe thoob hauv Salesforce?

Bucketing tso cai rau koj sai sai categorize cov ntaub ntawv sau tseg yam tsis tau tsim ib tug qauv los yog ib tug kev cai teb nyob rau hauv Salesforce . Thaum koj tsim ib thoob teb, koj txhais ntau pawg (thoob) uas yog siv los pab pawg qhia txog qhov tseem ceeb.

Kuj Paub, koj puas tuaj yeem sau hnub tim teb hauv Salesforce? Koj ua tau tsim thoob lub sij hawm raws li hnub, lis piam, hli, quarters, los yog txawm xyoo. Piv txwv li, tsim ib thoob teb los ntawm cov ntaub ntawv tsim hnub txhawm rau txheeb xyuas cov xwm txheej thaum lawv qhib. Thaum twg koj tsim ib tug txheeb ze hnub thoob teb , manually nkag mus rau qhov pib thiab xaus ntawm txhua lub sijhawm, lossis siv cov sliders.

Yog li ntawd, kuv yuav ntxiv ib lub thoob hauv Salesforce li cas?

Yuav tsum tau luam tawm thiab tso cai rau tus neeg siv

  1. Kho ib daim ntawv qhia.
  2. Nrhiav kab koj xav kom thoob hauv daim ntawv qhia saib ua ntej, ces nias. | Khawv koob no.
  3. Los ntawm Field, xaiv ib daim teb los ntawm hom ntawv tshaj tawm.
  4. Los ntawm Lub Npe Lub Npe, sau lub npe rau kab thoob thoob.
  5. Ntxiv cov thoob thiab xaiv cov nqi rau txhua lub thoob.
  6. Nyem Thov.
  7. Nyem Txuag.

Lub thoob thoob yog dab tsi?

categorize cov ntaub ntawv ceev ceev yam tsis tau tsim cov qauv los yog kev cai teb los ntawm kev ntim lawv. Thaum koj tsim ib thoob kab , koj txhais ntau pawg ( thoob ) siv los qhia cov txiaj ntsig pab pawg. Zoo li lwm yam kem hauv koj daim ntawv tshaj tawm, koj tuaj yeem txheeb, lim, thiab pab pawg los ntawm thoob kab.

Pom zoo: