Saitin Kewayawa Salesforce

Gabatarwa

Muna amfani da saitin Salesforce don keɓancewa, daidaitawa da tallafawa org ɗin ku. Kuna iya samun duk abin da kuke buƙata daga A zuwa Z a cikin wurin saitin. Sanin yadda ake kewaya Saita da gano abin da kuke buƙata ana iya ɗaukar matakin ku zuwa Salesforce. Ana samun saitin duka a cikin Salesforce Classic da ƙwarewar walƙiya, amma za mu mai da hankali kan ƙwarewar walƙiya kawai a yanzu.

Yadda ake isa Gidan Saita

Yana da sauƙi kamar wannan, nemo gunkin gear a saman kusurwar dama na org ɗin ku, kuma danna kan shi don nemo menu mai saukewa tare da Saita yana samuwa kawai dannawa nesa. Hooray! Muna mataki ɗaya kusa da saitin kewayawa.

Saita kewayawa

Yanzu da muka danna 'Setup' kawai, an tura mu zuwa Gidan Saita. Yana iya zama kamar abin ban tsoro amma bari in raba muku shi. Yankin Saitin Salesforce yana da galibin abubuwa guda 3 kamar yadda hoton da ke ƙasa ke nunawa.

Mai amfani da keɓaɓɓen keɓaɓɓen Bayani Bayani ta atomatik

  1. Manajan Abu - Kuna iya nemo duk daidaitattun abubuwa da abubuwan al'ada a cikin org a cikin Manajan Abu. Kuna iya dubawa da tsara abubuwanku anan.
  2. Saitin menu - Yana ba ku duk abin da kuke buƙata daga sarrafa masu amfani da ku zuwa duba Bayanin Kamfanin duk akwai ta hanyar buga kawai cikin menu na Neman Saurin don isa wurin da sauri! Menu kuma yana da hanyoyin haɗi masu sauri zuwa duk abin da kuke buƙata. Don haka maimakon buga cikin menu na neman gaggawa, koyaushe kuna iya faɗaɗa menu ɗin da ya dace don nemo abin da kuke buƙata, idan kun san inda za ku duba. Na fi son tsohon ko da yake, yana samun aikin da sauri!
  3. Window – Anan za ku iya duba abin da kuke yi a halin yanzu, a cikin hoton da ke sama kuna ganin shafin Saita.

Saitin menu

Idan ya kama ido, ƙila ka lura cewa Menu na Saita yana da manyan nau'i uku - Gudanarwa, Kayan aikin Platform, da Saituna.

Administration - Wannan shine inda kuke sarrafa masu amfani da bayanan ku, komai daga ƙara sabbin masu amfani zuwa shigo da / fitarwa na bayanai yana faruwa anan. Kuna iya ƙara masu amfani, daskare ko kashe masu amfani, ƙirƙirar saitin izini, sarrafa masu amfani, shigo da bayanai, da keɓance/ sarrafa samfuran imel, don suna kaɗan.

Kayan aikin Platform - Wannan sashe yana ma'amala da yawancin gyare-gyare, daidaitawa, da abubuwan haɓakawa waɗanda zaku iya yi akan Platform Salesforce. Kuna iya ƙirƙirar ƙa'idodi, gyara mu'amalar mai amfani, aiwatar da aiki da kai da ƙari anan.

Saituna - Gabaɗaya bayanan kamfanin ku da tsaro na org. Kuna iya dubawa da sarrafa Bayanan Kamfanin ku, Sa'o'in Kasuwanci, Binciken Lafiya da ƙari sosai a cikin Saituna.

Bar Tsokaci

Wannan shafin yana amfani da Akismet don rage spam. Koyi yadda aka sarrafa bayanan bayaninka.