Ndingaita sei Export mashoko kubva SalesForce kuna Excel?
- Maitiro ekuendesa kunze data kubva kuSalesForce kuenda kuExcel?
- Tumira rondedzero kune Excel
- Shandisai zvisarudzo ku Excel format
- Chii chakakanganiswa nedzimwe nyika
- Chii chine tsanangudzo bedzi kunze kwekutsvaga kwemashoko
- Nzira yekuendesa sei SalesForce mushumo kuExcel muchidimbu? Iwe unogona kuendesa kunze kweTengesaForce kuExcel?
- Mibvunzo Inowanzo Bvunzwa
Maitiro ekuendesa kunze data kubva kuSalesForce kuenda kuExcel?
Muzviitiko zvakawanda, zvinogona kubatsira kutumira SalesForce mushumo kuExcel, kuitira kuti ugovane data nevanoshanda navo kana kugadzirira mharidzo. Kune nzira dzakavakirwa-mukati dzekuita yekuTengesaForce kutumira kunze kuExcel mune mashoma matanho akareruka, ese anowanikwa kurudyi mushure mekupinda munaSalesForce account.
Kwekurasira mashoko kubva SalesForce kuna Excel akanaka nyore, kamwe nomushumo, kusarudza Muterere museve> ekisipoti> Excel youduku> Export.
Izvi zvichazarura zvakananga mushumo muExpcel application, uye data ichashandiswa mukati meProcel spreadsheet program.
Tumira rondedzero kune Excel
Kutanga mushumo rakashama kuti anofanira aivigirwa kuna Excel kubva SalesForce Nemheni, kuwana museve Muterere pamusoro rworudyi kukona ripoti, pedyo pepeta kuzvipedza.
Zvino, ari Popup museve Muterere, sarudza aina sarudzo, izvo zvichaita kuzarura inowanikwa kuti achabvumira aina kubva SalesForce Mheni kuna Excel.
Shandisai zvisarudzo ku Excel format
Zvino, pachava nzira mbiri dzakasiyana kuti mashoko ekisipoti kubva SalesForce, izvo mashoko mushumo, uye mashoko chete.
Sarudza nzira unodawo nani, uye kusarudza pamanyorerwo aina faira, izvo kwatiri kunofanira kuva Excel format.xlsx, sezvo tinoda kuvhura aivigirwa mashoko kubva SalesForce Mheni kuna Excel spreadsheet.
Zvimwe zvingasarudzwa ndezvomutambo wakatarwa, kana comma yakarongeka isina maitiro emukati, kana pane imwe yakasiyana yekodhi yekodhi.
Musakanganwa kusarudza yeEncoding kana zvakakodzera, kunyanya kana Makazviunganidzira mu SalesForce vamwe vemunzvimbo vatambi dzakananga, umo nyaya zvakarurama faira yeEncoding anofanira kusarudzwa.
Somuenzaniso, sarudza kukodzero yakarurama pakati peWestern Europe ISO, Unicode, Japanese, Chinese, Korean, nezvimwe.
Pane imwe nzira dzakasiyana-siyana dzekutengeserana kwezvinhu kune Excel dzave dzakasarudzwa, rambai nekukanda paBhodha rekubudisa kunze kutanga kutumira kune Excel file.
Chii chakakanganiswa nedzimwe nyika
The mashoko date kuchaita Export guhu sezvazvaiva akaratidzwa musi SalesForce Mheni inowanikwa, kusanganisira mushumo Header, groupings, uye firita akadzama.
The aivigirwa date Mushumo kungasanyanya kushandisika nokuda kadambari, sezvo rine zvimwe ruzivo, uye vamwe Data formatting kuti ave akakodzera SalesForce chete, asi kwete mamwe Excel Masvomhu.
Chii chine tsanangudzo bedzi kunze kwekutsvaga kwemashoko
Izvo zvinongoratidzwa chete nezvekutsvaga deta zvingatengeserana chete nemitsetse ye data, ne musoro wavo.
Iyi ndiyo faira yefaira yekushandisa kwekuwedzera kwekodhi yakaitwa pane Excel kana imwe purogiramu yepaspiritsi, kana kuti kuisa faira mune imwe chirongwa.
Inotengeswa deta faira ichashandiswa zvakananga kune filters, pivot tafura, kana kuenzanisa nemamwe mafaira.
Nzira yekuendesa sei SalesForce mushumo kuExcel muchidimbu? Iwe unogona kuendesa kunze kweTengesaForce kuExcel?
Export SalesForce muudze Excel akanaka nyore zvavo, sezvo zvose zvaunofanira kuita kuti aite + SalesForce * ekisipoti kuna Excel ndiko kuvhura nemushumo, kuwana aina museve, uye kusarudza Excel ekisipoti.
The chete chaiye zvakaoma kuti uchasangana munguva SalesForce ekisipoti kuna Excel is pakupedzisira kusarudza mashoko zvakanaka kuti anodiwa ekisipoti yenyu.
Kana SalesForce ekisipoti kuna Excel yave akaitwa zvakakwana, uchakwanisa kutamba ose aivigirwa mashoko yako spreadsheet mupepeti, asi yeuka kuti kuchinja kwakaitwa muna Excel haangaoni chinhu nezvainoita Data mumabhatiri * yenyu SalesForce * Nhoroondo.
Mibvunzo Inowanzo Bvunzwa
- Maitiro Ekuendesa Kunze Kunobva SalesForce kuti akurumidze nekukurumidza?
- Kutumira data kubva SalesForce kuti Excel
- Ndeapi maitiro akanakisa ekuburitsa kunze kwekutumira madheti kubva pakutengesa kuti abudise pasina kurasikirwa nekuvimbika kwedata?
- Maitiro akanakisa anosanganisira kupatsanurana madhiri makuru mumabhuruku madiki, achiverenga mambos emunda akakodzera, uye kushandisa matanda ekutengesa export kuti arambe achichengetedza data uye kutendeka.
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.
