How kusika munhu Workflow mu SalesForce?

How kusika munhu Workflow mutemo muna SalesForce

Kutanga Workflow mutemo muna SalesForce zvinoitwa ari SalesForce setup, pasi muitiro kushandisa michina> worlkflow zviito.

Ndechipi Workflow mu SalesForce? Workflows anoshandiswa automatize zviito. Ona pazasi zvose zvinyi kushandiswa, sei kuti asike navo, uye sei kuita Activate navo SalesForce Mheni.

1 - Nzwisisa workflows mu SalesForce

Chinonyanya kukosha wokutanga kunzwisisa SalesForce workflows. Chii vari kushandiswa? A Workflow ndiwo akaita nezviito akaparirwa rwoga pashure zvimwe zvinoitika muna SalesForce mashoko.

Inogona kugadzirisa mararamiro akasiyana emakambani emakambani akadai semabasa, kupa mabasa matsva kune vashandisi, maziso e-email, kutumira maimeri kune mumwe kana vamwe vanogamuchira vasarudzwa, vanovandudza masimi, vachigadzirisa zvinyorwa zvinokosha, kana mazwi asina kubuda, kutumira teknolojia XML yakagadzirirwa mharidzo kuvateereri.

Semuenzaniso, SalesForce workflows inogona kupa ekutevera mabasa ekutsigira vamiriri mushure menguva yakapihwa yenguva, vanogona kutumira email kuzivisa kune manejimendi timu kana zviitiko zvikuru zvikasaina nemumiriri wekutengesa, achichinja zita remuridzi wemunda mazuva mashoma mushure chibvumirano kupera, kana kutumira hunyanzvi mameseji ekunze masisitimu pese painobvumidzwa mushumo yakagadzirwa muSalesForce inotangwa.

Mitemo yefashandi inogona kuva nemimwe mitemo inotanga basa rekufambisa, zviito zvinotora apo rekodhi rakasikwa nehuwandu hunoenderana, kana zviito zvakatarisira nguva zvakadai sekutumira mwedzi kuguma kupedza mishumo mazuva mashomanana kusati kwapera kwekuvhara mwedzi.

2 - Gadzira mutemo mutsva wekushanda

Kutanga kusika kwehutungamiri hutsva hwekushanda, enda kumigadziriro yekugadzirisa nekukanda pane ye gear mu SalesForce Lightning interface, uye tsvaga mamiriro ekufambisa mumabasa ekutsvaga tab pane kumusoro kuruboshwe rwekona.

Mitemo yekufambisa inowanikwa pasi pekugadzirisa automation> maitiro ekufambisa basa> mitemo yekufambisa.

Iwe unenge uripo mafashandi achazonyorwa pane chinyorwa chinotevera.

Kana musina basa raive riripo, runyora ruchava empy, uye chete chisarudzo chingave chinenge chichange chiri chokugadzira basa idzva rekushandisa kuburikidza nebhokisi rakakodzera pane peji yekufambisa.

Nhanho yekutanga pakugadzira mutemo mutsva wekushanda kwevashandi ndeyekusarudza chinhu chichagadziriswa nayo. Inogona kuva chero ipi zvayo ye SalesForce chinhu chezvinhu: account, vashandi basa, mubatsiri wekufambisa, mhanho, mutevedzeri wemusangano, nyaya, nyaya yekutaura, chatter basa, contact chinhu, boka, nhengo yeboka, chifananidzo, zivo, nezvimwe.

Mumuenzaniso wedu, isu tichaumba hukama hunobatana hunoita basa.

Zvadaro, nhanho inotevera inopa mutemo zita, uye pakupedzisira tsanangudzo, kuitira kuti ugokwanisa kuiwana gare gare, uye kubatsira vashandi vako kuti vazive iyo pamwe chete nemabasa ekufambisa ayo ayo anowanikwa pahurongwa.

Uyewo, imwe nzira yekuongorora inofanira kusarudzwa. Mutemo unoshandiswa rini? Apo rekodhi yakasikwa, yakagadziriswa?

Pakupedzisira, chirongwa chekutonga chinofanira kupinda.

Rudzi urongwa ruchaita rini? Muchiitiko chedu, tinoda kugadzira murairo uchazoitwa nguva dzose kana mutengi mutsva apinda muFrance, iyo ichaonekwa nenhamba yefoni inotanga neChirungu yenyika yeFrance, +33.

Nenzira iyo, nguva dzose pane kuchinja kwekukurukurirana kunogona kuwanika neFrench mobile network, mutengi wedu wekutengesa anotarisira yemusika weFrance achauongorora, uye taura nevatengi kana zvichidikanwa.

3 - Kugadzirisa workflow action kuitira kutonga kushandiswa

Danho rinotevera nderekutsanangurira chiito chipi chekushanda kwebasa kuchazoita kana kutonga kwave kwakasimbiswa.

Izvi zvinogoneka nekusarudza kuwedzera zviito zvekufambisa pasi pasi pakarepo maitiro ekufambisa kwebasa chikamu, kuti aite chiito pakarepo kana kutonga kuri kusimbiswa. Kana chiito ichi chikaitika pazvipa zvakapiwa munguva, inofanira kunge yakasikwa sechinhu chinotarisira nguva yekuita basa.

Nokutsvaga kuwedzera bhokisi rebasa rebasa, maitiro akasiyana emabasa ekufambisa kwebasa anowanikwa: sarudza maziso e-email, shandura munda, tumira mhizha yeumhizha, kana kushandisa chiito chiripo kubva kune rimwe basa rekufambisa.

Muchiitiko chedu, tinoda kutumira email kumumiririri wekutengesa nguva dzose kana tine nhamba yefoni yeFrance inoshanduka.

4 - Kuisa maziso email

Tinokwanisa zvakare kuisa email iyo inotumirwa kune vamiririri vekutengesa, nekupinda mazita e-mail, zita rakasiyana nedzimwe ye email, uye kusarudza iyo template ye email kuti ishandise.

Munhu anogamuchira anogona kunge akasiyana, asi kwatiri isu tichava mukati medu, sezvatinozotumira emaimeri kumumiririri wekutengesa ane basa reimwe nzvimbo.

Zvinokwanisika kusarudza zvakananga kubva pakurongwa rwevatambi vemukati varipo.

Izvo zvinogonawo kuisa manyore ezvinyorwa zvemamwe maizai e-mail, kuti utumire email kune vanobva panze mukopi, somuenzaniso zvakare kutumira email kune bhokisi rekunyora yemumiririri wevatengesi, kana kuisa kopi mutariri wake.

Iko Kubva kero ye-email inofanirawo kusarudzwa, ndiyo iyo ichaonekwa seyero ye email yevatumi kune avo vanogamuchira maimeri.

Zvadaro, chengeta ponesa kuti uenderere mberi nekusika kwebasa rekushanda.

5 - Gadzirisa maitiro ekufambisa

Mushure meizvi, basa rekufambiswa kwebasa rakangobva kusikwa, imomo yekusimbiswa kweiyo email nokukurumidza apo nhamba yefoni yekukurukura neFrench chiumbwa ichigadzirwa, icharatidzwa muzvinyorwa zvezviito zvekutonga kwebasa iri.

Kana pasina zvimwe zviito zvinenge zvichitarisirwa, zvinyorai pabhokisi rakagadzirwa munzvimbo yepamusoro yekona yekukwanisa kupedzisa nekugadzirwa kwebasa.

Basa rokufambisa richabva rave richiratidzwa kuti riongororwe, nezvose zvaro. Iva nechokwadi chekuti zvinhu zvose zvakarurama, sezvazviri ikozvino zvakashandurwa zvakananga, uye kutanga kutumira maimeri, kana kuita zvimwe zviito, pasina humwe humwe husimbiso, kana uchangobva kuvhara pane bhatani rinoshandiswa.

Izvo zvicharamba zvichigoneka kuvhara basa riripo uye rinomhanya runobva pachinyorwa ichocho, pamwe nekurigadzirisa, kana kurisungirira kuitira kuti ugadzire nyore nyore kufanana kwebasa rakafanana.

Kusika kwekufambiswa kwebasa kubudirira

Iwe une maneja wekugadzira kubudirira mutemo wekufambisa basa mu SalesForce yako?

Regai tizive mukutaura, uye usanonokumbira kwatiri chero mubvunzo waungada kuva nawo.

Mibvunzo Inowanzo Bvunzwa

Ndeapi maitiro akanakisa ekugadzira anoshanda anoshanda mune zvekutengesa?

Maitiro akanakisa anosanganisira kutsanangura zvinongedzo zvakajeka, maitiro akarerutsa maitiro, uye anogara achiongorora anoshanda ekushanda uye kukosha.