Maitiro ekugadzira gadheni munda muThengForce?

Gadzira yakasarudzika munda KutengesaForce

Kugadzira yako yetsika munda muShopForce inoitwa mune iyo Setup> Object Manager menyu, kubva uko zvinogoneka kugadzira kana kugadzira minda yeCustomForce mutengi wako, kana zvakare kudzima tsika tsika.

Kuwana SalesForce setup Object Manager

Kutanga nekuvhura iyo SalesForce setup menyu mune yegiya menyu> setup.

Kamwe mune iyo yekutanga, vhura iyo Object Manager menyu, nekudzvanya zvakananga pazita rewebhu.

Gadzira tsika yakasarudzika muSoutForce

Kubva ipapo, sarudza iyo mhando yechinhu chaunoda kugadzira munda wakasarudzika mune yako yeFotiForce mutengi, semuenzaniso:

• account yekutengesa munda,
  
• bata tsika
• mikana yetsika ndima,
• inopa tsika ndima,
  
• kana chero imwe tsika yemunda yechinhu chaunoda.

Kana chimwe chinhu chasarudzwa, tsvaga iyo minda uye hukama sarudzo.

Mune Minda uye Hukama menyu, rondedzero yeminda yese inowanikwa kune chinhu ichaoneswa. Gadzira imwe imwe nekudzvanya pane bhatani idzva.

SalesForce tsika yemunda data mhando

Ruzivo rwekutanga kupa ichave mhando yedata, ndeipi mhando yemunda wauri kugadzira?

• Nhamba ye Auto, system yakagadzirwa inoteedzana nhamba iyo inoshandisa yefananidziro fomati iwe kutsanangura; Nhamba yacho inokwidziridzwa pachayo rekodhi nyowani,
• Fomula, ndima inoverengwa chete iyo inowana kukosha kwayo kubva kumataurirwo ehuratidziro aunotsanangura. Iyo fomula munda inovandudzwa kana chero yemasanganiswa masimu ichinja,
• Roll-up summary, ndima inoverengwa chete inoratidza iyo huwandu, hushoma, kana kukosha kwakanyanya kwemunda mune yakanangana nerondedzero kana renji rekodhi rekodhi rese rakanyorwa mune runyorwa rwunoenderana,
• Ukama hwekutarisana, hunogadzira hukama hunobatanidza chinhu ichi nechinhu. Iyo shamba yekudyidzana inobvumira vashandisi kuti vheye pane yekutarisa icon kuti asarudze kukosha kubva pane popup rondedzero. Chimwewo chinhu ndiko kunobva kukosha mune izvo zvinyorwa.
• Cheki bhokisi, inobvumira vashandisi kusarudza yechokwadi (yakaongororwa) kana yenhema (isina kubviswa) kukosha.
• Mari, inobvumira vashandisi kuti vapinze dhora kana imwe mari yemari uye otomatiki inoumba munda sechiyero chemari. Izvi zvinogona kubatsira kana iwe uchiendesa kunze kwenyika data kuExcel kana imwe puratifomu.
• Zuva, rinobvumira vashandisi kuti vapinde zuva kana kusarudza zuva kubva pakarenda popup.
• Dhata / Nguva, inobvumira vashandisi kuti vapinde zuva uye nguva, kana kutora zuva kubva pakarenda repup. Kana vashandisi vachirovera zuva mune popup, iro zuva uye ikozvino nguva yacho inopinda muSeti / Nguva shamba.
• Nhamba, inobvumira vashandisi kuti vapinde chero nhamba. Inotungamira zeros inobviswa.
• Ipesenti, inobvumira vashandisi kuti vapinde nhamba yepasenti, semuenzaniso, gumi uye zvinowedzera otomatiki muzana muzana kune nhamba.
• Runhare, inobvumira vashandisi kuti vapinze chero nhamba yefoni Nenzira yekuzvigadzira kuti ive nhamba yefoni.
• Chinyorwa, inobvumira vashandisi kusarudza kukosha kubva pane runyorwa rwaunotsanangura.
• Chinyorwa (Multi-Sarudza), inobvumira vashandisi kusarudza mapikicha akawanda kubva pane zvaunotsanangura.
• Mavara, anotendera vashandisi kupinda chero musanganiswa wetsamba uye nhamba.
• Nzvimbo yezvinyorwa, inobvumira vashandisi kupinda kusvika kusvika makumi maviri nemashanu emavara pamitsara yakatarwa.
• Nzvimbo yezvinyorwa (Murefu), inobvumira vashandisi kuti vapinde kusvika kune gumi nematatu nemazana matanhatu nemakumi mashanu nemairi pamitsetse yakatarisana.
• Text Area (Mupfumi), inobvumira vashandisi kuti vapinde mavara akaumbwa, wedzera mifananidzo uye zvinongedzo Kusvikira 131072 mavara pane pfumo mitsara.
• Runyoro (Yakanyorwa), inobvumira vashandisi kupinda chero musanganiswa wetsamba uye manhamba uye vanoachengeta mune yakanyorwa fomu.
• Nguva, inobvumira vashandisi kuti vapinde panguva yemunharaunda. Semuenzaniso, 2:40 PM, 14:40, 14:40:00, na 14: 40: 50: 600 nguva dzese dzakaringana dzeiyi ndima.
• URL, inobvumira vashandisi kuti vaise chero kero yakakodzera yewebhu kero. Kana vashandisi vakadzvanya pamunda, iyo URL ichavhura mune yega browser browser hwindo.

Maitiro ekugadzira maunda muSoutForce

Nhanho inotevera, mushure mekusarudza iyo mhando yedatha, ichave yekupinda iyo inodiwa yega munda, iyo inogona kuve dzakasiyana zvichienderana nerudzi rwei munda wetsika iwe wauri kugadzira muTengesaForce.

Chitaira chemunda chichagara chiri madikanwa, senge zita remunda, tsanangudzo yemunda, uye rugwaro rwekubatsira. Mune zvimwe zviitiko, rumwe ruzivo rwakadai sekureba kwemunda ungangodikanwa kuti ugadzire tsika kumunda weFortForce.

Izvo zvakare zvinokwanisika kutsanangura kana munda uchidikanwa kuitira kuti chisikwa chiwirirane, kana chichifanira kuve chakasarudzika kana kwete, kana chichive nehuwandu hwekuzivikanwa chiratidzo mune yekunze system, uye pakupedzisira kukosha kusingaiti.

Nhanho inotevera ndeye kutsanangura kuchengetedzwa kwemunda, nekusarudza kuti ndeupi rudzi rwevashandisi iyo shamba ichaonekwa uye inowanikwa, sezvo isiri minda yese ingangoda kuwanikwa neanoda chero mushandisi.

Chekupedzisira nhanho mukugadzirwa kwemunda kusarudza iyo peji peji, kana ichishanda.

Munda mutsva mutsika ungasada kuratidzwa pane ese mapeji marongero, asi izvi zvizere zvinoenderana nebasa remunda uye yako yemuno mutengi marongero.

Uye ndizvozvo! Mushure mekudzvanya chengetedza, iyo shamba inofanirwa kugadzirwa, uye inoratidzwa mune rondedzero yeminda yechinhu.

Nzira yekudzima sei munda wetsika muSoutForce?

Kuti udzime munda wakasarudzika muSoutForce, vhura iyo menyu yekugadzika pasi pegiya icon muThengiForce Mheni, uye enda kuOpen Manager. Kubva ipapo, sarudza chinhu icho iwe chaunoda kudzima tsika tsika, enda kuminda uye hukama, tsvaga munda, uye uvhure menyu kurudyi kwemutsara webasa.

Kubva ipapo, sarudza shandura kuti uchinje iyo yega munda, kana sarudza Delete kuibvisa kubva kuhurongwa, pamwe neruzivo rwese rwakambochengeterwa munda uyo.

A popup anokumbira kusimbiswa isati yadzima shamba.

Kana iwe ukagamuchira kubviswa kweiyo shamba, ruzivo rwurimo mumunda wetsika iyoyo ruchakwanisika kuwanikwa kwemazuva gumi neshanu, mushure meizvo zvicharasika zvachose.

Saka, pfuurira nokungwarira usati wabvisa iyo tsika yakasarudzika muSoutForce!

Mibvunzo Inowanzo Bvunzwa

Ndeapi mafungiro akakosha apo kugadzira tsika minda mune yekuteedzera ye data chaiyo?

Kufunga kunosanganisira kuve nekukasira kumunda, kurongedza marudzi akakodzera emunda, uye kuita mitemo yekusimbiswa kuchengetedza kutendeka kwedata.

Maitiro ekugadzira uye kushandisa minda yetsika mukuteedzera?