Yaya ake ƙirƙirar filin al'ada a cikin SalesForce?

Createirƙiri filayen Siyarwa na yau da kullun

Irƙirar filin al'ada a cikin SalesForce an yi shi ne a cikin Saiti> Abubuwan da ke Manageraukaka Abubuwan sarrafawa, daga inda ya yiwu a ƙirƙiri filayen al'ada don abokin kasuwancin ku na kamfani, ko kuma share filayen al'ada.

Samun dama ga Kasuwancin Kayan Abubuwan Talla

Fara ta buɗe menu na saita kaya a cikin menu na gear> saitin.

Da zarar cikin saitin, buɗe menu na Abubuwan sarrafawa, ta danna kai tsaye shafin sunan.

Createirƙiri filin al'ada a cikin SalesForce

Daga can, zaɓi nau'in abu wanda kake so ka ƙirƙiri filin al'ada a cikin abokin ciniki na SalesForce, misali:

• Asusun imel
  
• Tuntuɓi filin al'ada,
• damar dama filin,
• rahoton filayen al'ada,
  
• ko wani filin al'ada don abu da kake so.

Da zarar an zaɓi abu, nemo filayen da kuma zaɓin dangantaka.

A cikin menu na filayen da alamu, za a nuna jerin duk filayen da za'a iya silan abun. Irƙira wani kuma ta danna kan sabon maɓallin.

Sigar data yanki na al'ada iri data

Bayanin farko da za a bayar zai zama nau'in bayanan ne, wane irin filin kake ƙirƙirawa?

• Lambar atomatik, tsarin da aka samar da jerin lambobin da suke amfani da tsarin nuni wanda kuka ayyana; Ana ƙara lambar ta atomatik ga kowane sabon rikodin,
• Arin magana, filin da za a karanta kawai wanda ke samun kimarta daga furcin da ka bayyana. Ana sabunta filayen dabara lokacin da aka sauya kowane filin daga tushe,
• Takaitaccen bayani, filin da aka karanta kawai wanda ke nuna jimlar, ƙarami, ko matsakaicin filin a cikin jerin masu dangantaka ko rakodin ƙididdigar duk bayanan da aka jera a jerin masu dangantaka,
• Haɗin kai, duba wata alaƙar da ke danganta wannan abin ga wani abun. Filin dangantakar yana bawa masu amfani damar danna kan alamar kallo don zaɓar ƙimar daga jerin masu samarwa. Sauran abin shine tushen ƙimar a cikin jerin.
• Akwatin, yana bawa masu amfani damar zaɓar ƙimar gaskiya (duba) ko ƙimar (ba a taɓa gani ba).
• Kuɗin kuɗi, ba da damar masu amfani su shigar da dala ko wasu adadin kuɗin kuma suna tsara filin ta atomatik azaman adadin kuɗin. Wannan na iya zama da amfani idan ka fitar da bayanai zuwa Excel ko wata maƙunsar.
• Kwanan wata, yana ba masu amfani damar shigar da kwanan wata ko zaɓar kwanan wata daga kalandar buguwa.
• Bayanai / Lokaci, yana bawa masu amfani damar shigar da kwanan wata da lokaci, ko kuma zaɓar kwanan wata daga kalandar buguwa. Lokacin da masu amfani suka danna kwanan wata a cikin samarwa, wannan lambar da kuma lokacin da ake ciki ana shigar da su cikin filin Ranar / Lokaci.
• Lamba, yana ba masu amfani damar shigar da kowane lamba. Manyan zeros an cire.
• Kashi, yana bawa masu amfani damar shigar da lamba dari, misali, 10 kuma yana ƙara alamar ta atomatik zuwa lambar.
• Waya, yana bawa masu amfani damar shigar da kowace lambar waya Ta atomatik suna tsara ta azaman lambar waya.
• Picklist, yana bawa masu amfani damar zaɓar ƙimar daga jerin da kuka ayyana.
• Picklist (Multi-Select), yana bawa masu amfani damar zaban dabi'u da yawa daga jerin da kuka ayyana.
• Rubutu, yana ba masu amfani damar shigar da kowane haruffa da lambobi.
• Yankin rubutu, yana bawa masu amfani damar shigar da haruffa 255 akan layi daban.
• Yankin rubutu (Dogon), yana bawa masu amfani damar shigar da haruffa 131072 akan layin dabam.
• Yankin rubutu (Mawadaci), yana bawa masu amfani damar shigar da rubutun da aka tsara, ƙara hotuna da hanyoyin haɗi. Har zuwa haruffa 131072 akan layin rubutu.
• Rubutu (Encrypted), yana bawa masu amfani damar shigar da duk wani hade da haruffa da lambobi kuma su adana su ta hanyar rufin asiri.
• Lokaci, yana bawa masu amfani damar shiga lokacin gida. Misali, 2:40 PM, 14:40, 14:40:00, da 14: 40: 50: 600 dukkansu ingantattun lokuta ne ga wannan filin.
• URL, yana bawa masu amfani damar shigar da kowane adireshin gidan yanar gizo mai inganci. Lokacin da masu amfani suka danna filin, URL ɗin zai buɗe a taga daban.

Yadda za a ƙirƙiri filaye a cikin AdarSantarwa

Mataki na gaba, bayan zabar nau'in bayanan, zai kasance don shigar da bayanan filin da ake buƙata, wanda zai iya bambanta dangane da nau'in filin al'ada da kuke ƙirƙiri a cikin AdarSantarwa.

Alamar filayen koyaushe zai zama dole, har ma da filin filin, bayanin filin, da rubutun taimako. A wasu halaye, za a buƙaci wasu bayanan kamar tsayin filin don ƙirƙirar filin filin CustomForce.

Hakanan yana yiwuwa a ayyana idan ana buƙatar filin don ƙirƙirar abu mai alaƙa, idan dole ne ya zama na musamman ko a'a, idan yana da lambar tantancewa ta waje a cikin tsarin waje, kuma ƙarshe ƙimar asali.

Mataki na gaba shine bayyana ma'anar tsaron filin, ta hanyar zaɓar wacce nau'in masu amfani filin zai kasance da bayyane kuma ana iya amfani dashi, saboda ba kowane filin bane zai buƙaci samun dama ta kowane nau'in mai amfani.

Mataki na ƙarshe a cikin ƙirƙirar filin shine zaɓi zaɓi shafin, lokacin da aka zartar.

Sabuwar filin sabon al'ada bazai buƙatar nuna shi akan duk shimfidar shafin ba, amma wannan ya dogara gaba ɗaya akan filin filin da ƙirar abokin ciniki na gida.

Kuma hakanan! Bayan danna ajiye, yakamata a ƙirƙiri filin, kuma za a nuna shi a cikin jerin filayen don abu.

Yaya za a goge filin al'ada a cikin AdarSantarwa?

Don share filin al'ada a cikin AdarSantarwa, buɗe menu na saiti a ƙarƙashin alamar kaya a cikin  Haske   mai walƙiya, ka je wurin Manajan Abubuwan. Daga can, zaɓi abu wanda kake so ka share filin al'ada, je zuwa filayen da dangantaka, nemo filin, kuma buɗe menu a gefen dama na layin filin.

Daga can, zaɓi shiryawa don sauya filin al'ada, ko zaɓi goge don cire shi daga tsarin, tare da duk bayanan da aka adana a wancan filin.

Mai kara zai nemi izini kafin a share filin.

Idan ka karɓi goge filin, bayanin da ke cikin wancan filin al'ada zai kasance har zuwa kwana 15, bayan abin da zai ɓace har abada.

Sabili da haka, ci gaba a hankali kafin share filin al'ada a cikin tallace-tallace!

Tambayoyi Akai-Akai

Waɗanne ƙa'idodin la'akari ne yayin ƙirƙirar filayen al'ada a cikin siyarwa don daidaitawar bayanai?

Ayyuka sun haɗa da tabbatar da mahimmancin filin zama, saita nau'ikan filin da suka dace, da aiwatar da dokokin tabbatarwa don kula da amincin bayanai.

Yadda za a ƙirƙira da amfani da filayen al'ada a cikin siyarwa?