Cov txheej txheem:

Territory Module Management yog dab tsi?
Territory Module Management yog dab tsi?

Video: Territory Module Management yog dab tsi?

Video: Territory Module Management yog dab tsi?
Video: Salesforce Territory management 2024, Kaum ib hlis
Anonim

Thaj Chaw Tswj Tswv yim. Kev tswj hwm thaj chaw yog ib tug account sib koom system uas tso cai rau nkag mus rau cov nyiaj raws li cov yam ntxwv ntawm tus account. Nws ua rau koj lub tuam txhab tsim koj cov ntaub ntawv Salesforce thiab cov neeg siv tib txoj kev koj tsim koj qhov muag thaj chaw.

Ua li no, kev tswj hwm thaj chaw txhais li cas?

Kev tswj hwm thaj chaw yog ib pawg neeg siv khoom lossis thaj chaw thaj chaw uas yog ib tus neeg muag khoom lossis pab pawg muag khoom muaj lub luag haujlwm. Cov no thaj chaw feem ntau yog txhais raws li thaj chaw, kev muag khoom muaj peev xwm, nws keeb kwm lossis kev sib txuas ntawm cov xwm txheej no.

Tom qab ntawd, lo lus nug yog, Kuv yuav tsim ib thaj chaw hauv Salesforce li cas? Tsim Ib Cheeb Tsam

  1. Los ntawm kev teeb tsa, nkag mus rau Hierarchy hauv Quick Nrhiav lub thawv, tom qab ntawd xaiv Territory Hierarchy.
  2. Nyem Ntxiv Thaj Chaw.
  3. Txhais thaj chaw tshiab los ntawm kev nkag lossis hloov chaw.
  4. Nyem Txuag kom tiav lossis Txuag & Tshiab los tsim ntau thaj chaw.

Ua li no, kuv yuav siv thaj chaw tswj hwm hauv Salesforce li cas?

Qhib Kev Tswj Thaj Chaw

  1. Hauv Salesforce, los ntawm Kev teeb tsa, nkag mus rau thaj chaw hauv lub thawv nrhiav nrawm, tom qab ntawd xaiv thaj chaw thaj chaw.
  2. Optionally, hloov lub koom haum thoob plaws cheeb tsam tswj chaw uas yog configurable los ntawm cov chaw chaw nyob page.

Dab tsi yog Territory Hom hauv Salesforce?

Ib Cheeb Tsam Hom . Ib thaj tsam hom pab koj npaj koj thaj chaw los ntawm cov yam ntxwv tseem ceeb tseem ceeb rau koj lub tuam txhab. Txhua thaj chaw koj tsim muaj ib thaj chaw hom . Ib thaj tsam hom yog siv rau kev npaj thiab tsim thaj chaw nkaus xwb. Lawv tsis tshwm rau thaj chaw qauv hierarchies.

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