How kubatanidza vokukurukura mu SalesForce Classic?

Nzira yekubatanidza maitaita muSoutForce?

Kuunganidza vatinofambidzana kubva kuaccount kunogona chete kuitwa paSoftForce Classic, uye yakajeka yakananga kumberi kushanda. Izvo zvichanyanya kubatsira kusanganisa vanobatana muTengesaForce panguva yekuita senge kucheneswa dhata, inogona kuchera humwe hupfumi muvanyoreri vanonyoreswa. A SalesForce yekubatanidza mashina mashandiro anozobvumidza kuchenesa iyo data inogona kuve yakapetwa, nekusarudzwa kwayo chaiyo pakati pezvakasiyana marekodhi. Ona pazasi maitiro ekubatanidza mawebhusaiti muSalesForce Classic kuti ive nechokwadi chakanyanya data data inogoneka.

Kubva pakushandura kukuru, sarudza maabhuku ezvakaitika pakushambadzira.

Zvadaro sarudza iyo nhamba iyo mahofisi anofanirwa kusanganiswa> shamwari dzakabatanidzwa> sarudza marekhodi> sarudza masimba ma> kuungana.

Ona pazasi uwane muenzaniso vokukurukura batanidzo mu SalesForce Classic.

Tsvaga nhaurirano neavo vanobatanidza kuungana

Kamwe pazuva SalesForce chaiwo inowanikwa, kutanga nokuenda dzinorondedzera Tab kubva wekushandisa Panel, sezvo kutaura kuti dzinobatana vari kubatanidzwa nhoroondo.

Zvadaro, sarudza igoyo ine mazita ekubatana. Kana iyo nhoroondo inowanikwa mune zvinyorwa zvenguva ichangopfuura, ingosarudza iyo.

Kana zvisina kudaro, shandisa zvitsva zvekutsvaga kuti uwane kero yakarurama.

Tsvaga mazita kuti ubatane nehuwandu hwebhuku

Pane imwe nguva mubhuku rezvinyorwa, pfuurira pasi kusvika kune vekutsvaga mazita eaka. Kubva ipapo, iyo nhoroondo inofanira kunge ine maverengi akawanda, kuitira kuti tikwanise kubatanidza vamwe vavo pamwechete.

Chirongwa chinotevera chicharatidza runyora rwevateresi munyaya iyoyo, nebhokisi chekuongorora pamberi peumwe neumwe wavo.

Sarudza shamwari kuti uyanane nekuyambuka bhokisi rekutarisa pamberi pavo.

Kusvikira kune zvinyorwa zvitatu zvinogona kusarudzwa kuti zvibatanidzwe pane imwe nguva.

Kana kambani shamwari dzave dzakasarudzwa, chengetera pane bhatani rinotevera.

Sarudza maitiro ekubatana nevatauri

Muchikwereti chinotevera, vasanangurwa vakasarudzwa kuti vaungane pamwe chete vacharatidzwa kune mumwe kune mumwe, uye tsika dzinogona kuenzaniswa nyore kubva kune mumwe munhu kusvika kune imwe.

Nokuda kwehutano hwakafanana kune vose vanofambidzana, hapana chiito chekutora, sezvo kukosha kwakafanana kuchashandiswa mushure mekubatana.

Zvisinei, kune minda ine maitiro akasiyana-siyana kune avo vanofambidzana, zvichave zvakakodzera kutora chisarudzo, uye sarudza bhodhi redhiyo pedyo nehuwandu hunofanira kuchengetwa muhutano hwakabatana, kubva kune imwe yevhangeri yakasarudzwa kuti ibatanidzwe .

Minda iyo inoda kusarudzo ichaiswa pachena mubhuruu.

Pane imwe nguva ivo vose vakatsvaga, tanga pane bhatani rekubatanidza kuti uenderere mberi nekubatana.

Ipap-up inobvunza kubvumidzwa kwekushanda kwekubatana, sezvo isingagoni kuderedzwa, uye inogona kutungamirira mukurasikirwa kwemashoko.

Chengetedza kaviri kuti zvinhu zvose zvakarurama, uye kuti ruzivo rwunofanirwa kuchengetwa ruchachengetwa sezvarinofanira kunge rwekubatana kwave kuchiitwa.

Tsvaga mazano akabudirira

Mushure mekubatanidzwa kwave kwapera, vhizha racho richakudzosera kubasa rekutsvaga.

Ikoko, pfuurira kune vanoita chikamu chikamu, uye uone iwe pachako, vekufambidzana vanofanira kunge vakabatanidzwa, uye zvinobvira kuvhara paunosangana nechokuenda kuti uende chengetedza muzvinyorwa kana zvose zvakafamba zvakanaka, uye ruzivo rwakarurama ruchiripo rwechimwe icho chakabatanidzwa taura.

Nzira yekubatanidza sei mavoti mu SalesForce Lightning?

Hazvibviri kuwirirana nevatengi mu SalesForce Lightning, zvichienderana nehutano hwakasiyana hwevatungamiri.

Basa iri rinogona kuitwa chete mu SalesForce Classic interface.

Mibvunzo Inowanzo Bvunzwa

Ndeapi maitiro akanakisa ekusanganisa vatevedzeri mune zvekutengesa classic kuchengetedza data?

Maitiro akanakisa anosanganisira kuratidza kudzora maitiro ekudzokorora, kuongorora data rakabatanidzwa rekuzara uye kurongeka, uye kuve nechokwadi chekuti zvese zvine hukama zvibodzwa zvinoenderana.