Salesforce Navigating Teeb

Introduction

Peb siv Salesforce teeb tsa los kho, teeb tsa thiab txhawb koj lub koom haum. Koj tuaj yeem pom txhua yam koj xav tau los ntawm A txog Z hauv thaj chaw teeb tsa. Paub yuav ua li cas rau kev teeb tsa thiab nrhiav qhov koj xav tau tuaj yeem suav tias yog koj lub kauj ruam mus rau hauv Salesforce. Kev teeb tsa muaj ob qho tib si hauv Salesforce Classic thiab Lightning Experience, tab sis peb yuav tsom mus rau Lightning Experience nkaus xwb rau tam sim no.

Yuav ua li cas mus txog qhov Teeb Tsev

Nws yog qhov yooj yim li qhov no, nrhiav lub iav icon nyob rau sab xis saum toj ntawm koj lub org, thiab nyem rau ntawm nws kom pom cov ntawv qhia zaub mov nco-down nrog teeb tsa muaj nyob rau hauv ib qho nyem. Hooray! Peb nyob nraum ib kauj ruam ze rau kev teeb tsa.

Kev teeb tsa navigating

Tam sim no uas peb nyuam qhuav nyem rau ntawm 'Setup', peb tau qhia rau Lub Tsev Teeb. Tej zaum nws yuav zoo li ntshai tab sis cia kuv tawg rau koj. Salesforce Setup Area muaj 3 yam tseem ceeb raws li daim duab hauv qab no qhia.

Cov neeg siv Graphical interface Cov lus piav qhia tau tsim tawm

  1. Object Manager - Koj tuaj yeem pom txhua tus qauv thiab cov khoom siv hauv koj lub org hauv Object Manager. Koj tuaj yeem saib thiab kho koj cov khoom ntawm no.
  2. Teeb Ntawv Qhia Ntawv - Muab txhua yam koj xav tau los ntawm kev tswj hwm koj cov neeg siv los saib Tuam Txhab Cov Ntaub Ntawv txhua qhov muaj los ntawm kev tsuas yog ntaus ntawv mus rau Quick Nrhiav zaub mov kom ncav cuag tau sai dua! Cov ntawv qhia zaub mov kuj muaj qhov txuas nrawm rau txhua yam koj xav tau. Yog li es tsis txhob ntaus rau hauv cov ntawv qhia zaub mov ceev, koj tuaj yeem nthuav cov ntawv qhia zaub mov tsim nyog kom pom qhov koj xav tau, yog tias koj paub qhov twg los saib. Kuv ib txwm nyiam qhov qub tab sis, tau txais txoj haujlwm sai dua!
  3. Lub Qhov Ncauj Qhov Ncauj - Ntawm no koj tuaj yeem pom qhov koj tab tom ua haujlwm tam sim no, hauv daim duab saum toj no koj pom Cov Tsev Teeb Meem.

Teeb Ntawv Qhia Ntawv

Yog tias nws ntes tau koj lub qhov muag, tej zaum koj yuav tau pom tias Cov Ntawv Qhia Teeb Meem muaj peb pawg tseem ceeb - Kev Tswj Xyuas, Cov Cuab Yeej Platform, thiab Chaw.

Administration - Qhov no yog qhov uas koj tswj hwm koj cov neeg siv thiab cov ntaub ntawv, txhua yam los ntawm kev ntxiv cov neeg siv tshiab rau kev xa tawm / xa tawm cov ntaub ntawv yuav tshwm sim ntawm no. Koj tuaj yeem ntxiv cov neeg siv, khov lossis deactivate cov neeg siv, tsim cov kev tso cai, tswj cov neeg siv, ntshuam / xa tawm cov ntaub ntawv, thiab kho / tswj email templates, rau npe ob peb.

Cov Cuab yeej Platform - Ntu no suav nrog feem ntau ntawm kev hloov kho, kev teeb tsa, thiab kev txhim kho cov yam ntxwv uas koj tuaj yeem ua tau ntawm Salesforce Platform. Koj tuaj yeem tsim cov apps, hloov kho cov neeg siv interfaces, ua cov txheej txheem automation thiab ntau ntxiv ntawm no.

chaw - Feem ntau hauv tsev koj cov ntaub ntawv tuam txhab thiab org kev ruaj ntseg. Koj tuaj yeem saib thiab tswj hwm koj Cov Ntaub Ntawv Tuam Txhab, Sijhawm Ua Lag Luam, Kev kuaj mob thiab ntau ntxiv hauv Chaw.

Cia ib saib

Qhov Web site no siv Akismet los txo cov kev pabcuam. Kawm li cas koj cov ntaub ntawv tawm tswv yim tiav.