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Dab tsi yog daim ntawv qhia hauv Salesforce?
Dab tsi yog daim ntawv qhia hauv Salesforce?

Video: Dab tsi yog daim ntawv qhia hauv Salesforce?

Video: Dab tsi yog daim ntawv qhia hauv Salesforce?
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Formula & Hla Object Formula Field hauv Salesforce :

Formula teb yog nyeem xwb teb uas tus nqi yog ntsuas los ntawm tus qauv los yog kev hais qhia los ntawm peb. Peb tuaj yeem txhais tau formula teb ntawm ob qho tib si txheem thiab cov khoom siv. Ib qho kev hloov pauv hauv kev qhia lossis qauv yuav hloov kho tus nqi ntawm formula teb

Ib yam li ntawd, koj tuaj yeem nug, dab tsi yog thaj chaw hauv Salesforce?

A teb zoo li ib kab ke Database kev cai. Yam khoom teb Khaws cov ntaub ntawv rau peb cov ntaub ntawv. Salesforce los ntawm default muab ob peb teb nrog kev muag khoom standard objects cov no hu ua standard teb . Cov teb tsim los ntawm peb yog hu ua Custom teb.

Kuj Paub, qhov muaj peev xwm ntawm Formula teb yog dab tsi? Cov peev xwm ntawm cross-object cov qauv teb yog: Formula teb tuaj yeem nthuav tawm cov ntaub ntawv tus neeg siv tsis muaj kev nkag mus rau hauv cov ntaub ntawv. Formula teb tuaj yeem siv teb los ntawm Master-Detail lossis nrhiav kev sib raug zoo ntawm niam txiv. Formula teb tuaj yeem siv teb los ntawm cov khoom uas muaj txog li 10 kev sib raug zoo deb.

Ib yam li ntawd, tib neeg nug, Kuv yuav ua li cas thiaj tsim tau ib daim teb suav hauv Salesforce?

Tsim Formula Fields

  1. Los ntawm Teeb, nyem Object Manager thiab xaiv Opportunity.
  2. Xaiv Fields & Relationships ces nyem Tshiab.
  3. Xaiv Formula li cov ntaub ntawv hom, ces nias Next.
  4. Nkag mus rau Commission raws li Daim Ntawv Sau Npe.
  5. Xaiv txiaj raws li hom qauv rov qab.
  6. Nyem Next.
  7. Xaiv Tus Nqi los ntawm Insert Merge Field picklist.

Dab tsi yog cross object formula teb hauv Salesforce?

A Hla - khoom formula yog a qauv uas spans ob ntsig txog khoom thiab cov ntaub ntawv sib koom ua ke teb ntawm cov khoom . Koj tuaj yeem siv tau teb los ntawm khoom uas yog mus txog 10 kev sib raug zoo deb. A ntoo khaub lig - khoom formula muaj nyob txhua qhov chaw cov qauv yog siv tshwj tsis yog thaum tsim cov nqi pib.

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