Nzira yekubatanidza maakaunti muSalesForce Vekare?

Nzira yekubatanidza maakaunti muSalesForce? Izvo zvingave zvakakodzera kuti uite kutengesa kweSafeForce kusanganisa maakaunti zviitiko zvinoverengeka, kunyanya uchiita imwe kuchenesa data, uye uchiona kuti dzakasiyana dzeSafeForce nhoroondo dzakanyoreswa inomiririra iyo yakafanana account, asi iine data rakasiyana zvishoma, senge hunhu hwakapinda zvisirizvo, SalesForce sanganisa kushanda kweaccount kunova kuri madikanwa. Zvakare, kana vatengi vanoverengeka vakasangana pamwe chete, kana imwe yaimbova account yakasiya kambani uye yaendeswa kune imwe account, zvingave zvakakosha kubatanidza maakaundi ese ari maviri muTengesiForce.


SalesForce nzira yekubatanidza account

Nzira yekubatanidza maakaunti muSalesForce? Izvo zvingave zvakakodzera kuti uite kutengesa kweSafeForce kusanganisa maakaunti zviitiko zvinoverengeka, kunyanya uchiita imwe kuchenesa data, uye uchiona kuti dzakasiyana dzeSafeForce nhoroondo dzakanyoreswa inomiririra iyo yakafanana account, asi iine data rakasiyana zvishoma, senge hunhu hwakapinda zvisirizvo, SalesForce sanganisa kushanda kweaccount kunova kuri madikanwa. Zvakare, kana vatengi vanoverengeka vakasangana pamwe chete, kana imwe yaimbova account yakasiya kambani uye yaendeswa kune imwe account, zvingave zvakakosha kubatanidza maakaundi ese ari maviri muTengesiForce.

Izvo hazvigoneke kubatanidza maakaunti muTengesaForce Mheni, kushanda uku kunofanirwa kuitwa muTengesaForce classic.

Kamwe paSalesForce Vekare, enda kumaakaunti> unganidza maakaunti> tsvaga maakaunti> batanidza, uye sarudza matanho anofanirwa kuchengetwa kune izvo zvinopesana.

Tsvaga kusanganiswa kwekodhi dzekodhi mumabhuku eDashboard

Kamwe mune yeFoodForce classic interface, tanga nekutsvaga iyo tab account kubva munharaunda yekufamba, uye vhura iyo.

Mune menyu yezvinyorwa, ingosarudza kusanganiswa kwekodhesi yezvikwata, iyo inowanikwa mune chikamu chekubatsira kuruoko rworudyi.

Tsvaga maakaundi ekubatanidza muTengesaForce Classic

Pane imwe nguva pakubatanidza ma account account, shandisai nyaya mbiri kana zvitatu dzinofanirwa kusanganiswa pamwechete. Hazvikwanisi kubatanidza zvinopfuura nhatu nhoroondo panguva.

Shandisa nzvimbo yekutsvaga kuti uwane maakaiti kuti ayanane nezita ravo, uye chengeta pawana bhokiti dzebhuku kuti utange kutsvaga.

Kana kese nyaya dzave dzawanikwa, vasarudze kuburikidza nekugadzirisa bhokisi rekutarisa pakutanga kwezera remabhuku.

Dzvanya kutsvaga kamwe chete apo maakarekodhi anonyora kuti kubatanidzwa ave akasarudzwa zvakakodzera, vatatu vavo kupfuura.

Sarudza maitiro ekubatanidza maakaunti

Kamwe iyo nhoroondo dzave dzakasarudzwa, shanduro ichavaonesa imwe kune imwe, uye munda umwe neumwe unogona kuona nyore nyore.

Kune minda yakafanana munhoroondo dzose, hapana chiito chinofanira kutorwa, sezvo ruzivo rumwe chete ruchaendeswa kune imwe nhoroondo yakabatana.

Zvisinei, kune minda ine kukosha kwakasiyana mumabhuku, zita remunda richaiswa pachena mubhuruu, uye zvichave zvakakosha kusarudza ruzivo rwunofanirwa kuchengetwa mubhuku rakabatanidzwa nekusimbisa bhodhi redhiyo pamberi peyakarurama .

Kana kamwe chete ruzivo rwave rwakarongedzwa, uye zviito zvakatorwa paminda zvakakosha kuti ugare munyaya yekubatanidza, bhura pabatanidza bhatani kuti uenderere nekambani kubatana.

A pop-up achakumbira kuvimbiswa kwebhuku rekubatana, sezvo kushanda uku hakugoni kuchinjwa.

Rimwe rekodhi richasara mushure mekubatana, rine zvinyorwa chete zvakasarudzwa, uye maakare ekare akange aripo haachazosvikiki zvakare.

Ramba uchichenjerera, uye kaviri chengorora kuti ruzivo rwakarurama rwakasarudzwa nokuda kwekambani kubatana.

Nhoroondo dzakabudirira dzakabatana

Mushure mokunge mazadzikisa maakare ekubatanidza kushanda, SalesForce Classic system ichakudzosera kubasa rekuona.

Iko, iyo nhoroondo yezvinobudiswa zvinyorwa inofanira kunge iine compte iyo ichangobva kubatanidzwa.

Dzvanya kuri iyo nhoroondo kuti uone kuti basa racho rakanaka.

Zvadaro, chengeta kuti iyo nhoroondo yakabatana ine ruzivo rwakakosha, sekusarudzwa panguva yekubatanidzwa.

Hapana zvimwe zviito zvinotora, nhoroondo dzave dzakabatanidzwa zvakananga pamwe chete mune imwe nhoroondo, maererano nechisarudzo chekuita chakaitwa muhutano hwekubatanidza.

Nzira yekubatanidza sei maakaiti mu SalesForce Lightning?

Hazvikwanisi kubatanidza maakaiti mu SalesForce Lightning, zvichienderana nehutano hwakasiyana-siyana.

Basa iri rinogona kuitwa chete mu SalesForce Classic interface.

Nzira yekubatanidza maakaunti muSalesForce? Muchidimbu

Kuita SalesForce kusanganisa maakaunti kushanda, ingo tevera matanho anotevera:

  • Kutanga nekunisa paSalesForce account,
  • Pakupedzisira chinja kuFoodForce Classic kana ukaiswa Magetsi,
  • Enda kumaakaunti> SalesForce unganidza maakaunti> tsvaga maakaunti> batanidza,
  • Sarudza makosheni ekuchengeta mushure meSalesForce kusanganisa account account.

Mushure meizvozvo, ingo taura zvako kune yako TengesaForce Mheni account, uye iwe uchaona izvo zvabudirira zvigadzirwa zveSalesForce merge account account zvakananga muTradForce account tab!

Mibvunzo Inowanzo Bvunzwa

Ichipi chinokanganisa maakaunti mune zvekutengesa zvakasarudzika ane pane data manejimendi uye vatengi hukama?
Kubatanidza maakaunzi kunogona kuyera data manejimendi nekudzora madzokiri uye kupa maonero akabatana ekudyidzana kwevatengi, kuvandudza hutachiona hwekubata uye kutaurira chokwadi.

Yoann Bierling
Nezvemunyori - Yoann Bierling
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.




Comments (1)

 2020-04-30 -  Best online training.
Hi,this information is excellent.

Siya mhinduro