Isethaphu Yokuzulazula ye-Salesforce

Isingeniso

Sisebenzisa ukusetha kwe-Salesforce ukuze senze ngendlela oyifisayo, silungiselele futhi sisekele inhlangano yakho. Ungathola yonke into oyidingayo ukusuka ku-A kuye ku-Z endaweni yokusetha. Ukwazi ukuthi ungazulazula kanjani ku-Setup futhi uthole okudingayo kungabhekwa njengetshe lokunyathela ku-Salesforce. Ukusetha kutholakala kokubili ku-Salesforce Classic kanye ne-Lightning Experience, kodwa sizogxila kuphela ku-Lightning Experience okwamanje.

Ungafinyelela kanjani Ekhaya Lokusetha

Kulula njengalokhu, thola isithonjana segiya ekhoneni eliphezulu kwesokudla senhlangano yakho, bese uchofoza kuso ukuze uthole imenyu yokudonsela phansi ene-Setup etholakala ngokuchofoza nje. Hooray! Sesisondele ekusetheni ukuzulazula.

Ukusethwa kokuzulazula

Manje njengoba sisanda kuchofoza ku-'Setup', siqondiswe Ekhaya Lokusetha. Kungase kubonakale kusabisa kodwa ake ngikuhlehlisele wena. I-Salesforce Setup Area inezingxenye ezi-3 ikakhulukazi njengoba isithombe esingezansi sibonisa.

I-Graphical interface yomsebenzisi Incazelo ikhiqizwa ngokuzenzakalela

  1. Umphathi Wento - Ungathola zonke izinto ezijwayelekile nezingokwezifiso enhlanganweni yakho Kumphathi Wezinto. Ungabuka futhi wenze ngendlela oyifisayo izinto zakho lapha.
  2. Imenyu Yokusetha - Ikunikeza yonke into oyidingayo kusukela ekuphatheni abasebenzisi bakho kuya ekubukeni Ulwazi Lwenkampani konke okutholakalayo ngokumane uthayiphe imenyu ethi Thola Ngokushesha ukuze ufike lapho ngokushesha! Imenyu futhi inezixhumanisi ezisheshayo kukho konke okudingayo. Ngakho esikhundleni sokuthayipha kumenyu yokuthola ngokushesha, ungahlala unweba imenyu efanele ukuze uthole okudingayo, uma wazi ukuthi ubheke kuphi. Ngihlale ngithanda okwangaphambili, kodwa umsebenzi wenziwe ngokushesha!
  3. I-Window Eyinhloko – Lapha ungakwazi ukubuka osebenza kukho njengamanje, esithombeni esingenhla ubona Isethaphu ikhasi lasekhaya.

Imenyu Yokusetha

Uma ikudonsele amehlo, kungenzeka ukuthi uqaphele ukuthi Imenyu Yokusetha inezigaba ezintathu eziyinhloko - Ukuphatha, Amathuluzi Engxenyekazi, kanye Nezilungiselelo.

Administration - Lapha kulapho uphatha khona abasebenzisi bakho nedatha, yonke into kusukela ekungezeni abasebenzisi abasha kuya ekungeniseni / ekuthekelweni kwedatha kwenzeka lapha. Ungangeza abasebenzisi, umise noma uvale abasebenzisi, udale amasethi emvume, uphathe abasebenzisi, ungenise/ukhiphe idatha, futhi wenze ngendlela oyifisayo/uphathe izifanekiso ze-imeyili, ukusho ezimbalwa.

Amapulatifomu Amathuluzi - Lesi sigaba sikhuluma ngezinto eziningi zokwenza ngokwezifiso, ukumisa, kanye nezici zokuthuthukisa ongazenza ku-Salesforce Platform. Ungakha izinhlelo zokusebenza, uguqule izixhumi ezibonakalayo, wenze inqubo ezenzakalelayo nokunye okuningi lapha.

Amasethingi - Igcina imininingwane yenkampani yakho kanye nokuphepha kwenhlangano. Ungabuka futhi uphathe Ulwazi Lwenkampani yakho, Amahora Webhizinisi, ukuhlolwa Kwezempilo nokunye okuningi kokuthi Izilungiselelo.

Shiya amazwana

Le sayithi isebenzisa i-Akismet ukunciphisa ugaxekile. Funda ukuthi idatha yakho yokuphawula isetshenziswa kanjani.