Sei Export vokukurukura kubva SalesForce Mheni?
Sei Export vokukurukura kubvira SalesForce *
Kutumidzira kutumira kubva kuFesiForce iri nyore kuita, nekugadzira chirevo chine iwo mafoni kutengesa kunze kwenyika, uye kutumira kunze kushuma icho chirevo kuExcel kana imwe nzira inowanika yekutengesa kubva kuSoutForce. Maitiro acho akanaka akafanana nekutengesa data kubva kuStreetForce kuenda kuExcel sezvo iri nyaya yekushuma kwenyika semuenzaniso.
Ndingaite sei ini kutumira data kubva kuSalesForce kuenda kuExcel?Ona pasi apa muenzaniso wakakwana wekutengeswa kwezveruzhinji rwemazita.
Gadzira chiremo nevatengi
Tanga nekusika mushumo unenge uine mahofisi ekutengeserako mune pepanheti, nekuzarura mhinduro dzetabhenakeri yekufambisa.
Zvadaro, mune iyo dashboard yemishumo, tanga kugadzira mishumo muSalesForce nekudzvanya pane bhatani remushumo mutsva.
Maitiro ekugadzira mushumo muSalesForce?Kana kana mushumo une vauri vatori vako, iwe unogona kutsika danho rinotevera, svinura iyo ripoti, uye enda zvakananga kumushumo wekutumira kune chikamu cheyo mutungamiri.
Verengana nhoroondo yezvakasikwa
Tanga nekusarudza maakaiti uye menyu mazita, kurutivi rworuboshwe, kana zvisingasarudzwa nekusara.
Zvadaro, kubva ipapo, sarudza maakaiti uye shamwari yehupfumi runyoro, kuti uite mutauriri uchange uine vose vanotumira kune dzimwe nyika.
Kana kambani nhamba uye nhoroondo yehupoti yenyaya yakasarudzwa, tsvaga kuramba uchienderera mberi neshumo yekusika.
Kuchengeta zvinyorwa zvabuda zvinoratidza
Pane imwe nguva iyo mharidzo yave yakasikwa, inenge iine zvinyorwa zvachose nhaurirano uye nhoroondo. Iwe unogona kutanga kutanga nekunyora zvishoma zvinyorwa, kuitira kuti utengese chete izvo zvinofadza kwauri.
Dzvanya pa filters pane kona yepamusoro yekona kuti uone mamwe mafikisi ehupfumi.
Mumashoko ekutsvaga, iva nechokwadi chokuti mashoko akanaka achaendeswa kunze.
Semuenzaniso, zvingave zvisingabatsiri kutengesa mabhuku akare zvikuru ayo kusina basa rakange raitika munguva refu.
Usanonoka kutamba ne filter criteria kusvikira tafura inoratidzirwa ine dhiyabhorosi yakakodzera deta kuitengesa.
Kana imwe nguva yakarurama yekutsvaga firiji yekugadzirisa yave yakasarudzwa, chengetedza kushanda kuti ita tafura nedhadhadzirwa panguva imwe chete yekutarisa.
Kuchengetedza gwaro kumutero
Kana uchinge uchifara nematafura evanhu vanogona kutumira kune dzimwe nyika, tora pakachengetedza uye shandisa.
Vasati vava kukwanisa kutengesa mushumo, uye kuitanga pakutanga, mushumo unofanirwa kuchengetedzwa.
Ipa iyo zita rinogona kuverengwa, rakadai seshamwari itsva uye nhoroondo yekutumira kune dzimwe nyika, uye zita rinoshamisa risingagone kushandiswa neumwe mushandisi pane imwecheteyo.
Pakupedzisira, ipai tsananguro, sehupfumi hwekutengesa mabhuku.
Pane imwe nguva yaitwa, chovha pane kuchengetedza kuti uite ripoti rakakwana.
Tumira mazita kune Excel kubva kumushumo
Mushure mekunge mharidzo yave yakagadzirwa, zvinobvira kuitengesa nekusarudza museve uri pedyo nemenyu yekugadzirisa kumusoro kwekona yekurudyi, uye enda kune yekutsvaga sarudzo.
Chirongwa chinotevera ndeye fomu yeVallForce Lightning yekutsvaga kwemashoko, iyo inobvumira kusarudza kana pakati pehupfumi, iyo ine zveruzivo ruzivo rwakadai sehuwandu hwemashumo, ruzivo, uye zvinyorwa zvefaira, uye nhoroondo yehupfumi chete, iyo ichange iine musoro uye deta, yakakodzerwa nehuwandu hwemaspredishiti.
Zvinogonawo kusarudza maitiro ezvo kutengesa, izvo zvingangove zviri Excel spreadsheet mumatambudziko akawanda.
Uye ikozvino, mahofisi ave akatengeswa kubva ku SalesForce Lightning kuenda kuExpcel spreadsheet, uye zvino anogona kugoverwa nyore nyore nevamwe vanhu, kana kutumirwa kune mamwe maitiro uye interfaces.
Mibvunzo Inowanzo Bvunzwa
- Ndezvipi zvinhu zvekuvimbika kwedata kana vatengesi vekuendesa kubva kumheni yekuteedzera?
- Kufunga kunosanganisira kuona minda yese yakakodzera inosanganisirwa, kuchengetedza chimiro, uye kuratidza chokwadi che data rinotumirwa kurwisa iro rekutanga sosi.
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.
