Yadda za a ƙirƙirar rahoto a SalesForce?

Samar da rahoto a SalesForce yana da muhimmiyar aiki, kamar yadda shi ma tushe ne don fitar da bayanai daga SalesForce zuwa Excel ko CSV misali. Za a iya ƙirƙirar rahoto ta hanyar shiga jerin rahoto a cikin maɓallin kewaya, kuma dole ne a kara a cikin mashaya idan ba a samu ba tukuna....
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Yadda za a ƙirƙirar aiki a SalesForce?

Samar da tsarin sararin aiki a SalesForce an yi a cikin saiti na SalesForce, a karkashin tsari ta atomatik> aiki aiki. What is a workflow in SalesForce? Workflows are used to automatize actions. See below in detail what are they used for, how to create them, and how to activate them in Tallace-tallaceFawama....
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Yaya za a kara nau'in al'ada zuwa maɓallin kewayawa a SalesForceLightning?

Ƙara wani abu a cikin maɓallin kewayawa, misali wani hanya mai sauri mai sauri kamar na asusun, yana da sauƙi, ta hanyar zuwa sirri shafin jirgi> ƙara ƙarin abubuwa> zaɓi abu> Ƙara abu mai guba....
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Ta yaya zan iya fitar da bayanai daga SalesForce zuwa Excel?

Ana fitar da bayanan daga SalesForce zuwa Excel mai sauƙi, sau ɗaya cikin rahoto, zaɓi maballin menu> fitarwa> Tsarin Excel> Fitarwa. Wannan zai bude rahoton a cikin aikace-aikacen Excel, kuma bayanan za a iya amfani da shi a cikin tsarin kwaston Excel....
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Nawa ne kudin hayar lasisin SalesForce?

A Tallace-tallaceFawama license cost starts at 25$US per user and per month, at the minimum. This is without much liberty for users, as the system is limited to basic functions. Zai iya tafi har zuwa $ 300 na kowane mai amfani da kowace wata tare da cikakken damar mai amfani ga tsarin aiki....
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How to add users in Tallace-tallaceFawama?

Adding a new user to a Tallace-tallaceFawama account is pretty simple, providing that you have the right access to be able to create one, and that the license will cover that user. Don ƙara sabon mai amfani zuwa asusun SalesForce, je zuwa saituna> saitin> gwamnati> masu amfani> masu amfani> sabon, kuma bi umarnin don ƙara sabon mai amfani zuwa asusu....
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How to create a dashboard in Tallace-tallaceFawama and add components?

Samar da dashboard a SalesForce zai ba ka izinin samun dama da sauri da kuma muhimmancin bayanai mafi muhimmanci ga aikinka. Don ƙirƙirar ɗaya, kawai je zuwa dashboards a cikin ayyukan kewayawa> sabon dashboard, kuma ƙara abubuwan da suka dace don ganin yadda kake gani....
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Yadda za a hada asusun a cikin SalesForce Classic?

It is not possible to mer accounts in Tallace-tallaceFawama, this operation must be done in SalesForce classic. Da zarar a kan SalesForce Classic, je zuwa asusun> haɗa asusun> sami asusun> haɗa, kuma zaɓi dabi'un da ya kamata a kiyaye don rashin daidaituwa....
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