Cov txheej txheem:

Kuv yuav siv thaj chaw tswj hwm hauv Salesforce li cas?
Kuv yuav siv thaj chaw tswj hwm hauv Salesforce li cas?
Anonim

Qhib Kev Tswj Thaj Chaw

  1. Hauv Salesforce , los ntawm kev teeb tsa, nkag mus Thaj chaw hauv Quick Find box, ces xaiv Thaj chaw Chaw.
  2. Optionally, hloov lub koom haum thoob plaws thaj chaw tswj hwm cov chaw uas yog configurable los ntawm cov Thaj chaw Nplooj ntawv chaw.

Ib yam li ntawd, kuv yuav teeb tsa thaj chaw tswj hwm hauv Salesforce li cas?

Configure Territory Management Settings

  1. Los ntawm kev teeb tsa, nkag mus rau thaj chaw hauv lub thawv nrhiav nrawm, tom qab ntawd xaiv thaj chaw chaw.
  2. Xaiv cov theem pib nkag mus rau cov nyiaj, kev sib cuag (nyob ntawm koj lub koom haum thoob plaws qhov chaw teeb tsa), lub sijhawm, thiab rooj plaub.
  3. Optionally, kos Forecast managers tuaj yeem tswj hwm thaj chaw.

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

Ib yam li ntawd, kev tswj hwm thaj chaw lag luam hauv Salesforce yog dab tsi?

Enterprise Territory Management . Siv Enterprise Territory Management rau tswj thiab tswj xyuas koj lub tuam txhab muag thaj chaw . Tsim thaj chaw hom, tsim ib tus qauv, thiab tom qab ntawd ntxiv thiab sim koj cov cai tswj hwm tus account. Thaum koj txaus siab rau koj tus qauv, qhib nws, tom qab ntawd muab cov neeg siv thiab cov account.

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.

Pom zoo: