Yadda za ka ƙirƙiri wani aikace-aikace a SalesForce?
Yadda za ka ƙirƙiri wani aikace-aikace mulki a SalesForce
Samar da wata aikace-aikace mulki a SalesForce aka yi a cikin SalesForce saitin, a karkashin tsari da kai> worlkflow ayyuka.
Mene ne wani aikace-aikace a SalesForce? Workflows ana amfani da su automatize ayyuka. Dubi kasa a daki-daki, abin da su yi amfani da ga, yadda za a halitta su, da kuma yadda za a kunna su a SalesForce Walƙiya.
1 - Fahimci workflows a SalesForce
A mafi muhimmanci na farko shi ne a fahimci SalesForce workflows. Abin da ake da suka kasance sunã for? A aikace-aikace ne da wani sa na ayyuka jawo ta atomatik bayan wasu abubuwan da suka faru da faruwa a cikin SalesForce data.
Yana iya sarrafa wasu nau'o'i na kamfanoni irin su ayyuka, don sanya sababbin ayyuka ga masu amfani, faɗakarwar imel, don aika imel zuwa ɗaya ko fiye da masu karɓar da aka tsara a gaba, saitunan saiti, saita takamaiman bayanan rikodi, ko sakonni masu fita, aika fasaha Sakonnin da aka tsara na XML zuwa masu sauraro.
A matsayin misali, SalesForce workflows na iya sanya ayyukan bibiya don tallafawa wakilai bayan wani lokaci da aka ba su, za su iya aika faɗakarwar imel zuwa ƙungiyar gudanarwa lokacin da manyan tallace-tallace suka sanya hannu ta hanyar wakilan tallace-tallace, canza filin mai sunan 'yan kwanaki bayan ƙarewar kwangila, ko aika saƙonni na fasaha zuwa tsarin na waje duk lokacin da aka amince da rahoton da aka kirkira a cikin SalesForce ana yin sa.
Yadda za a ƙirƙiri rahoto a cikin SalesForce?
Dokokin aikin aiki na iya kunshi wasu ka'idodin da za su fara aiki, ayyukan da za a ɗauka lokacin da aka ƙirƙiri rikodin tare da darajar da aka ba, ko ayyuka masu dogara na lokaci irin su aikawa bayan kammala ƙarshe kwanan wata kafin ƙarshen watan rufe.
2 - Ƙirƙirar sabuwar tsarin aiki
Don fara aiwatar da sabon tsarin mulki, je zuwa saitunan saiti ta danna kan gunkin gear a Tallace-tallace SalesForce, kuma bincika aikin aikin aiki a cikin shafin bincike a saman hagu na allon.
Dokokin aikin aiki suna samuwa a ƙarƙashin tsari ta atomatik> aiki na ayyuka> ka'idar aiki.
Za a lissafa ayyukan aiki na yanzu a kan allon gaba.
Idan ba ku da wani aiki na aiki, jerin zai zama tasiri, kuma zaɓin zaɓi kawai zai kasance don ƙirƙirar sabon aiki tare ta amfani da maɓallin dace a sama da jerin ayyukan aiki.
Mataki na farko a ƙirƙirar sabuwar mulki aiki shine don zaɓar abin da zai shafi shi. Yana iya zama wani nau'in bayanai na SalesForce: asusun, aikin wakili, ci gaba na tallafi, yaƙin neman zaɓe, ƙungiyar yaƙin neman zaɓe, shari'ar, sharuddan shari'ar, aiki chatter, tuntuɓar, tuntuɓar lamba, abu mai rikodin rikodin, saiti rikodin rikodin, saƙon imel, taron, abinci abu, rukuni, ƙungiyar, image, ilmi, da sauransu.
A cikin misalinmu, zamu kirkiro aikin haɗin aiki da aka haɗa.
Bayan haka, mataki na gaba shine ba da mulki da suna, kuma ƙarshe bayanin, don samun damar gano shi daga bisani, kuma don taimakawa abokan hulɗarku waɗanda suke gano shi tare da ayyukan aikin da ake samuwa a cikin tsarin.
Har ila yau, dole ne a zabi maƙasudin bincike. Yaushe za a kunna mulkin? Lokacin da aka rubuta rikodin, an gyara?
A ƙarshe, dole ne a shigar da ka'idoji.
Yaushe tsarin mulki zai kunna kanta? A cikin misalinmu, muna son ƙirƙirar mulki wanda za a kunna duk lokacin da aka shigar da sabon abokin ciniki a Faransa, wanda za'a gano shi ta lambar waya ta fara da lambar ƙasar Faransa, +33.
Wannan hanya, a kowane lokaci akwai canji a kan wani lambobin sadarwa wanda za a iya samuwa tare da cibiyar sadarwar ta Faransa, wakilin tallanmu da ke da alhakin kasuwar Faransanci zai duba shi, kuma tuntuɓi abokin ciniki idan ya cancanta.
3 - Saitin aikin aiki don farawa ta mulki
Mataki na gaba shine don ayyana abin da aikin zai yi bayan an tabbatar da mulkin.
Wannan zai yiwu ta zaɓin ayyukan ƙara aikin aiki a ƙarƙashin ayyukan aiki na yanzu, don aiwatar da wani aiki da zarar an tabbatar da mulkin. Idan aikin ya faru a bayanan da aka bayar a lokaci, ya kamata a ƙirƙira shi a matsayin aikin aikin aiki na lokaci-lokaci.
Ta danna kan ƙara aikin aiki, ayyuka daban-daban na aikin aiki suna da damar: kafa faɗakarwar imel, sabunta filin, Aika Sako na fasaha, ko amfani da aikin da ke gudana daga wani aiki.
A cikin yanayinmu, muna son aikawa da imel ga wakilin tallace-tallace kowane lokaci da lambar sadarwa ta lambar wayar Faransa.
4 - Saita imel ɗin saitin
Za mu iya saita imel ɗin da za a aika da shi ga wakilin tallace-tallace, ta hanyar shigar da adireshin imel, wani suna na musamman don imel ɗin, da kuma zaɓar samfurin imel don amfani.
Mai karɓa zai iya zama daban-daban, amma a cikin yanayinmu zai kasance mai amfani na ciki, kamar yadda za mu aika imel zuwa wakilin tallace-tallace da ke da alhakin wani yanki.
Zai yiwu a zaɓa ta hanyar kai tsaye daga lissafin masu karɓar ciki na ciki.
Haka ma yana iya shigar da jerin adiresoshin imel na hannu tare da hannu, don aikawa da imel ɗin ga masu karɓa na waje a kwafin, misali misali aikawa da imel ɗin zuwa akwatin gidan waya na wakilin wakilan, ko kuma a saka shi a kwafin kocinsa.
Dole ne a zaba zaɓin adireshin imel Daga, shi ne wanda zai bayyana a matsayin adireshin imel na mai aikawa ga masu karɓar imel.
Sa'an nan kuma, danna kan ajiye don ci gaba da tsarin mulki.
5 - Tabbatar da ayyukan aiki
Bayan haka, aikin aikin aiki wanda aka saba ƙirƙirar, samin gaggawa nan da nan idan an ƙirƙiri lambar waya ta lambar tare da fidilar Faransanci, za a nuna shi a cikin jerin abubuwan da za a gudanar don wannan mulki.
Idan babu wani aikin da ake buƙata, danna danna kan maɓallin da aka yi a cikin kusurwar dama zuwa kusurwa don kammalawa tare da aiwatarwar aikin aiki.
Za a nuna aikin aikin don dubawa, tare da cikakkun bayanai. Tabbatar cewa duk abin daidai ne, kamar yadda aka kunna ta yanzu, kuma za ta fara aika imel, ko yin wasu ayyuka, ba tare da wani tabbaci ba, da zarar ka latsa maɓallin kunnawa.
Zai kasance yana yiwuwa a dakatar da aiki mai gudana da gudana daga wannan allon, kazalika da shirya shi, ko kuma rufe shi don ƙirƙirar sauƙi irin wannan aiki.
Halitta aikin cikawa
Kuna da mai sarrafa don ƙirƙirar kyakkyawar tsarin aiki a cikin SalesForce?
Sanar da mu a cikin sharhi, kuma kada ku yi shakka ku tambaye mana wani tambaya da kuke da shi.
Tambayoyi Akai-Akai
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Yoann Bierling shine ƙwararren ɗab'i na dijital, mai ba da shawara na duniya, yin tasiri na duniya ta hanyar ƙwarewa da bidi'a a cikin fasaha. Masu sha'awar ƙarfafa mutane da ƙungiyoyi don haɓaka sakamako na musamman da haɓaka haɓakawa ta hanyar samar da abun ciki.
