Nzira yekugadzira mushumo ku SalesForce?
Bika zvisikwa mu SalesForce
Kugadzira mushumo muTengesiForce chinhu chakakosha uye chakakosha kushanda, sezvazviriwo hwaro hwekugadzikisa dhata kubva kuFordForce kuenda kuExcel kana CSV semuenzaniso.
Ndingaite sei ini kutumira data kubva kuSalesForce kuenda kuExcel?Kugadzira mushumo kunogona kuitwa kuburikidza nekuwana mharidzo yemashoko muburitsa rekufamba, uye inofanira kuwedzerwa mubhari kana isipo ikozvino.
Pane imwe nguva mushumo wakasikwa, zvinobvira kutengesa mutemo we SalesForce kuenda kuExcel uchishandisa mushumo wokutengeserana basa.
1 - Ita mushumo mushandira SalesForce
Tanga nekuzarura mharidzo yekusarudza menyu mune yebar navigation kuti uwane pepanhau rehupfumi. Kana zviitiko zvemishumo zvisingawanikwi munharaunda yekufambisa, edza kuvhara pane zvimwe zvaungasarudza kuratidza zvinhu zvakavanzika zvemenyu, kana kuwedzera mharidzo yemitauro kuenda yekufamba kana isipo.
Zvadaro, tora pane bhodhi yemashoko mutsva iyo iri pane yepamusoro menyu yemakorodhe emakorodhe - urongwa hungave huripo, zvichienderana nemishumo yekusarudzwa kwako.
Kunewo kubva ipapo bhodhi kuti uite bhatani mu SalesForce classic, kana iwe uchida kuita izvozvo.
Sarudza rudzi rwehupfumi mumarudzi ose ehupfumi anowanikwa: maakare uye vatauri, mikana, mitsva yekutsigira vatengi, mikana nemitengo, mikana nehurukuro dzekubatana, nezvimwe zvakawanda.
Mushure mokusarudza rudzi rwehupoti yaunoda kusika, tora pane bhodhi uenderere mberi kuronga kuti uende neChirongwa cheBusinessForce Lightning.
2 - Tsika tsika yeFor SalesForce
Ikozvino inofanirwa kuenzanisa mushumo, sezvo mharidzo chete inenge yakasikwa mu SalesForce Lightning kuburikidza.
Pane nzira dzakawanda dzokuita nayo zvinyorwa: kuwedzera kana kubvisa ma column, kuisa pane data, kurongedza dheiniti nekamuri imwechete, nezvimwe.
Zvisarudzo zvekugadzira rondedzero yacho zvinowanikwa kuruboshwe.
Semuenzaniso, nekukwevera nekuderedza zita remunorodhe kubva pamiganhu yepakati kuruoko rworuboshwe rwekona kusvika kumushumo mune chikamu chikuru chekona, iyo column inowedzerwa kumushumo.
Dzvanya pamuchinjikwa pedyo nekomberi zita kuti uribvise.
Nokutsvaga museve uri pedyo nekhomusoro musoro wezita, mamwe mazano achawanikwa.
Kusarudza tsvimbo inokwira sarudzo ichaisa mharidzo yose pamusoro pekamuri ikozvino nekukwira kunokosha, kubva pasi kusvikira kune yakakwirira.
Mhando yakadzika inosarudzwa ichaita zvinopesana, iyo yose mitsara inorondedzerwa ichatsanangurwa zvichienderana nehomwe iyoyo kubva pane yakakosha kusvika kune yakaderera.
Kugadzira mitsara neyiyi sarudzo ichaita mapoka ose mumushumo une kukosha kwakadaro mumutsetse iwoyo - zvakaenzana muExcel yekubatanidza masero.
Panewo dzimwe nzira dzokusunungura iyo korona kuruboshwe kana kurudyi, kuitira kuti iwe unyore SalesForce Lightning mushumo sezvakakunakira iwe.
Pakupedzisira, imwe sarudzo yekubvisa iyo chinyorwa iripo, iyo iyo iyo isingarasikirwi: iyo ichangobviswa mubhuku re SalesForce, asi inogona kuwedzerwa nguva ipi neipi nekukwevera nekuderedza zita remakoroni kubva kuruoko rworuboshwe.
Pakupedzisira, zvinobvira kushandura mushumo nezita nekunyanya penipi iri pedyo nehupoti zita, pasi pezasi yebhafari yekufamba kune rumwe rutivi rworuboshwe.
Tora iyo ripoti zita rinonyatsokodzera rondedzero yenyaya yacho kuti iwanezve nyore gare gare, uye kuti iite zvakajeka kune vashandi vako.
3 - Chengetai SalesForce mushumo
Mushure mokutaurirana kweBusinessForce Lightning yakasikwa uye yakagadzirwa, usakanganwa kuichengeta kuburikidza uchishandisa mhando yepamusoro Chengetedza sarudzo, pasi pekufamba kwebar uye kune kurudyi kwechokuvhara.
Panewo imwe sarudzo yekugadzira mushumo usina kuchengetedza, kana iwe usingadi kuhuwana gare gare asi unongoda kuedzesa kana kuti uwane dhifiti nokukurumidza.
Zvisinei, chinowanzosarudzwa chingave chokuchengetedza uye kumhanya, icho chichachengetedza rondedzero mumutsara wezvinyorwa zvinogamuchirwa, uye kuratidza mhinduro dzemigumisiro pahwindo.
Fomu yekuponesa ichakumbirazve kuti igadzirise zita remashoko, sezvo iri mukana wokupedzisira kuigadzirisa.
Uyezve, rimwe runyararo rondedzero zita richakumbirwa. Uyu mushumo wakasiyana-siyana zita haufaniri kunge uripo kare mumutambo, kunyange kana wakagadzirwa neumwe mushandisi uye wausina kuwana. Ichi chichava chiitiko chakasiyana-siyana chekugadzirisa kodhi, uye inofanira kunge yakasiyana.
Usati waponesa, tumira rondedzero yakareba kana zvichidiwa, kunyanya kana mushumo uchishumira bhizinesi chaiyo chaiyo, sekuguma kwemwedzi wemuteresi wemuenzaniso semuenzaniso, saka vashandi vako vanogona kuona kukurumidza kushandiswa kwayo.
4 - Tumira rondedzero yeVatformForce
Kana mushumo wacho wave waponeswa, mushure mekunge wakanyora pakachengetedza uye kumhanya bhatani, dhipoti yemashoko icharatidzwa pachikwangwani, pamwe chete neshoko rinotaura kuti ripoti rakachengetedzwa.
Iyi pop-up ichapera pashure pemasekondi mashomanana pachayo.
Shanduro yemenyu zvino inowanikwa pamusoro peBusinessForce Lightning mushumo kune rumwe rutivi rwekona, uye inopa imwe sarudzo.
Nokutsvaga museve uri pedyo nekugadzira menyu, zvimwe zvingasarudzwa zvichawanikwa.
Iko kuWillForce Classic inoshandiswa ichazarura mushumo wekudhinda mu SalesForce CLassic interface.
Kuponesa sekusarudza kuchachengetedza rondedzero kune rimwe zita, nokudaro kugadzira kopi.
Iko sarudzo yekuchengetedza ichachengetedza ruzivo rwuri kuitika rwuri kuitwa mu edition mode.
Kubhadhara sarudzo kuchakubvumira kuti uzivise chero nguva iyo ripoti richichinja.
Tsvina yekusarudza ichabvumira kubvisa ruzivo kubva kune database, zvisinei, zvisati zvaita, iva nechokwadi chokuti hakuna mumwe munhu anoda chirevo ichocho.
Icho chinowedzera padhebhodhi chekutsvaga chinongowedzera iyo mharidzo kune yako yemashandisi dashibhodhi.
Uye pakupedzisira, iyo yakakosha sarudzo, iyo yekutengesa yedhisheni yemagetsi yekuendesa kunze inowanikwa, iyo inobvumidza kutumira kunze kutumira dhata kubva kuSalesForce kuenda kuExcel kana dzimwe nzira kubva pamushumo.
Ona mazano edu ekutsvaga zvinyorwa kubva ku SalesForce kuenda kune Excel kuti uwane mamwe mashoko.
Kugadzira mushumo mu SalesForce
Kusikwa kwehupoti mu SalesForce chinhu chakanaka chiri nyore, chikapiwa kuti iwe unogona kusvika kune inofanirwa kugadzira menyu.
Regai tizive mumashoko kana iwe wakakwanisa kugadzira mushumo, uye usazeza kubvunza kana iwe wakatarisana nenyaya chero ipi zvayo panguva yeBusinessForce Lightning mushumo wekubudiswa kana kudhonza kwemashoko!
Mibvunzo Inowanzo Bvunzwa
- Ndedzipi nzira dzinogona kushandiswa kuti dziite kuti vatengesi vateedzere kunzwisiswa zvakanyanya pakuita sarudzo?
- Nzira dzinosanganisira kushandisa kushandurudza kusefa, kusanganisa minda yakaverengerwa, uye kugadzirisa chimiro chekujekesa uye kukosha.
Yoann Bierling ibhusaiti yekushambadzira & Dhijitari Kukurukurirana Professional, kugadzira kukanganisa kwepasi rose kuburikidza nehunyanzvi uye hunyanzvi mune tekinoroji. Passionate nezve kupa simba vanhu uye masangano kuti akubudirire muzera redhijitari, anofambiswa kununura mhedzisiro yakasarudzika uye yekufambisa ichipfuura kuburikidza nedzidziso yezvinyorwa zvemukati.
