{"id":287847,"date":"2024-12-24T17:40:24","date_gmt":"2024-12-24T17:40:24","guid":{"rendered":"https:\/\/gfssite.local\/%e5%a6%82%e4%bd%95%e5%b0%86-salesforce-%e4%b8%8e%e5%ae%a2%e6%88%b7%e7%ae%a1%e7%90%86-monday-com-%e9%9b%86%e6%88%90\/"},"modified":"2024-12-24T17:40:24","modified_gmt":"2024-12-24T17:40:24","slug":"%e5%a6%82%e4%bd%95%e5%b0%86-salesforce-%e4%b8%8e%e5%ae%a2%e6%88%b7%e7%ae%a1%e7%90%86-monday-com-%e9%9b%86%e6%88%90","status":"publish","type":"post","link":"https:\/\/globalfinanceschool.com\/zh-hans\/%e5%a6%82%e4%bd%95%e5%b0%86-salesforce-%e4%b8%8e%e5%ae%a2%e6%88%b7%e7%ae%a1%e7%90%86-monday-com-%e9%9b%86%e6%88%90\/","title":{"rendered":"\u5982\u4f55\u5c06 Salesforce \u4e0e\u5ba2\u6237\u7ba1\u7406 monday.com \u96c6\u6210"},"content":{"rendered":"<div class=\"article-body markdown\">\n<p class=\"p1\">\n<\/p><p class=\"p1\"><iframe src=\"https:\/\/www.youtube-nocookie.com\/embed\/ptoqcRca0Ns\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"><\/iframe><\/p>\n<p class=\"p1\">\n<\/p><p class=\"p1\"><span class=\"s1\">Salesforce \u662f\u4e00\u79cd\u9500\u552e\u6d41\u7a0b\u7ba1\u7406\u5de5\u5177\uff0c\u53ef\u5e2e\u52a9\u60a8\u7ed5\u8fc7\u6f5c\u5728\u5ba2\u6237\u5e76\u81ea\u59cb\u81f3\u7ec8\u7ba1\u7406\u60a8\u7684\u9500\u552e\u6d41\u7a0b\u3002  <\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">\u73b0\u5728\uff0c\u901a\u8fc7\u6211\u4eec\u4e0e Salesforce \u7684\u96c6\u6210\uff0c\u60a8\u53ef\u4ee5\u901a\u8fc7\u5c06\u91cd\u8981\u7684\u6f5c\u5728\u5ba2\u6237\u4fe1\u606f\u6574\u5408\u5230 monday.com \u4e2d\u6765\u7b80\u5316\u60a8\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6d41\u7a0b\uff01  <\/span><\/p>\n<div class=\"paragraph-component left\">\n<h1 id=\"01GQWBJZZAT0F60MPGPWV83FXK\">\n<span class=\"wysiwyg-color-black\"><strong><span class=\"wysiwyg-font-size-large\">\u91cd\u8981\uff1a \u8bbe\u7f6e\u96c6\u6210\u4e4b\u524d<\/span><\/strong> <\/span> <\/h1>\n<\/div>\n<div class=\"article_note_new blue_note_border\" style=\"width: 100%; height: auto; background: #E5F4FF; padding: 15px 10px 15px 20px; border: 1px solid #009AFF; border-radius: 8px; display: flex\">\n<div class=\"img_container\" style=\"display: flex; align-items: center\"><img decoding=\"async\" style=\"vertical-align: middle; max-width: 25px; height: 25px\" src=\"https:\/\/live-msl.local\/wp-content\/uploads\/2024\/10\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.svg+xml\" width=\"25\" height=\"25\" alt=\"\" title=\"\"><\/div>\n<div class=\"text_container\" style=\"margin-left: 20px\">\n <strong> \u6ce8\u610f\uff1a <\/strong><span class=\"wysiwyg-color-black\">\u6b64\u96c6\u6210\u4ec5\u9002\u7528\u4e8e\u6211\u4eec\u7684 Enterprise \u8ba1\u5212\u3002 <\/span><span class=\"s1\"><span class=\"wysiwyg-color-black\">\u81ea <\/span><\/span> <span class=\"s1\">\u8981\u8bbe\u7f6e\u6b64\u96c6\u6210\uff0c\u60a8\u8fd8\u5fc5\u987b\u662f Salesforce Enterprise \u6216 Unlimited \u8ba2\u9605\u3002Salesforce \u4e0d\u652f\u6301 Essentials \u6216 Professional \u5957\u9910\u4e2d\u7684\u96c6\u6210\u3002 <\/span><strong><span class=\"s1\"> <\/span><\/strong>\n<\/div>\n<\/div>\n<p>\u9996\u6b21\u8bbe\u7f6e\u96c6\u6210\u65f6\uff0c\u60a8\u5c06\u770b\u5230\u4ee5\u4e0b\u6d88\u606f\uff1a  <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"image_1__50_.png\" title=\"\"><\/p>\n<p><span class=\"s1\">\u5728\u521b\u5efa\u548c\u4f7f\u7528\u6b64\u96c6\u6210\u4e4b\u524d\uff0c\u5fc5\u987b\u5728\u60a8\u7684 Salesforce \u5e10\u6237\u4e0a\u5b89\u88c5\u4e00\u4e2a\u5305\u3002 <strong><a href=\"https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04t2E000003Dl8p\" target=\"_blank\" rel=\"noopener noreferrer\">\u6b64\u6d88\u606f\u5305\u542b\u6307\u5411\u96c6\u6210\u5305\u7684\u94fe\u63a5<\/a>\u3002<\/strong> \u6b64\u5305\u53ea\u80fd\u7531 Salesforce \u4e2d\u5177\u6709\u201c\u5df2\u542f\u7528 API\u201d\u6743\u9650\u7684\u56e2\u961f\u6210\u5458\u5b89\u88c5\u3002\u5b83\u5f88\u53ef\u80fd\u662f\u60a8\u7684\u7f16\u8f91\u7ecf\u7406\u3002 <\/span><\/p>\n<p><span class=\"s1\">\u6210\u529f\u5b89\u88c5\u5305\u540e\uff0cSalesforce \u4e2d\u7684\u4efb\u4f55\u56e2\u961f\u6210\u5458\u90fd\u53ef\u4ee5\u4f7f\u7528\u201c\u5df2\u542f\u7528 API\u201d\u6743\u9650\u521b\u5efa\u4e0e monday.com \u4e2d\u7684\u770b\u677f\u7684\u96c6\u6210\u3002\u8bf7\u4e0e\u60a8\u7684\u7ba1\u7406\u5458\u8054\u7cfb\u4ee5\u83b7\u53d6\u6b64\u6743\u9650\u3002 <\/span> <\/p>\n<div class=\"article_note_new orange_tip\" style=\"width: 100%; height: auto; padding: 15px 10px 15px 20px; border-radius: 8px; background: rgba(255, 203, 0, 0.15); border: 1px solid #FFCB00; display: flex\">\n<div class=\"img_container\" style=\"display: flex; align-items: center\"><img decoding=\"async\" style=\"vertical-align: middle; max-width: 25px; height: 25px\" src=\"https:\/\/live-msl.local\/wp-content\/uploads\/2024\/10\/1729124133_666_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.svg+xml\" width=\"25\" height=\"25\" alt=\"\" title=\"\"><\/div>\n<div class=\"text_container\" style=\"margin-left: 20px\">\n <strong>\u63d0\u793a\uff1a<\/strong>\u5982\u679c\u60a8\u7684 Salesforce \u7ec4\u7ec7\u662f Sandbox\uff0c\u8bf7\u52a1\u5fc5\u9009\u4e2d\u590d\u9009\u6846\uff0c\u5e76\u5728<span>\u6b64\u5904\u7684 URL \u4e2d\u5305\u542b\u201c.sandbox\u201d\u3002<\/span>\n<\/div>\n<\/div>\n<div id=\"1572341909.002400\" class=\"c-virtual_list__item\" tabindex=\"-1\" aria-expanded=\"false\">\n<div class=\"c-message c-message--light c-message--adjacent\" data-qa=\"message_container\" data-qa-placeholder=\"false\"> <\/div>\n<div class=\"c-message c-message--light c-message--adjacent\" data-qa=\"message_container\" data-qa-placeholder=\"false\"> <\/div>\n<h1 id=\"01GQWBJZZBG0KS7JCSMPAW2JWB\" class=\"c-message c-message--light c-message--adjacent\" data-qa=\"message_container\" data-qa-placeholder=\"false\"><span class=\"wysiwyg-color-black\"><strong><span class=\"wysiwyg-font-size-large\">\u5982\u4f55\u6dfb\u52a0  <\/span><\/strong><\/span><\/h1>\n<\/div>\n<p class=\"p3\"><span class=\"s2\">\u8981\u6dfb\u52a0\u4e0e Salesforce \u7684\u96c6\u6210\uff0c\u8bf7\u8f6c\u5230\u60a8\u9009\u62e9\u7684\u9875\u9762\uff0c\u7136\u540e\u5355\u51fb\u4f4d\u4e8e\u5c4f\u5e55\u53f3\u4e0a\u89d2\u7684\u201c\u96c6\u6210\u201d\u6309\u94ae\uff0c\u7136\u540e\u5355\u51fb\u201cSalesforce\u201d\uff0c\u5982\u4e0b\u6240\u793a\u3002  <\/span><\/p>\n<p class=\"p3\"><span class=\"s2\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.gif\" alt=\"CPT2209131526-1496x754.gif\" title=\"\"><\/span><\/p>\n<p class=\"p1\">\n<\/p><p class=\"p2\"><span class=\"s2\">\u5355\u51fb Salesforce \u6a2a\u5e45\u540e\uff0c\u60a8\u5c06\u770b\u5230\u5f53\u524d\u53ef\u7528\u4e8e monday.com-Salesforce \u96c6\u6210\u7684\u914d\u65b9\u3002  <\/span><\/p>\n<p class=\"p2\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124133_277_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"image_1__51_.png\" title=\"\"><\/p>\n<div class=\"paragraph-component left\">\n<div class=\"article_note_new blue_note_border\" style=\"width: 100%; height: auto; background: #E5F4FF; padding: 15px 10px 15px 20px; border: 1px solid #009AFF; border-radius: 8px; display: flex\">\n<div class=\"text_container\" style=\"margin-left: 20px\">\n<strong>\u6ce8\u610f\uff1a <\/strong> \u5728\u7b2c\u4e8c\u4e2a\u96c6\u6210\u914d\u65b9\u4e2d\uff0c\u60a8\u8bbe\u7f6e\u7684\u6761\u4ef6\u4ec5\u5728\u9996\u6b21\u521b\u5efa\u9879\u76ee\u65f6\u9002\u7528\u3002\u521b\u5efa\u9879\u76ee\u540e\uff0c\u65e0\u8bba\u914d\u65b9\u6761\u4ef6\u5982\u4f55\uff0c\u5b83\u90fd\u4f1a\u7ee7\u7eed\u540c\u6b65\u4efb\u4f55\u672a\u6765\u7684\u66f4\u6539\u3002 <span><\/span>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"paragraph-component left\"> <\/div>\n<p class=\"p2\"><span class=\"s2\">\u5f53\u60a8\u5355\u51fb\u96c6\u6210\u914d\u65b9\u65f6\uff0c\u7cfb\u7edf\u4f1a\u63d0\u793a\u60a8\u5728 Salesforce \u4e2d\u8f93\u5165\u60a8\u7684\u5b50\u57df\uff1a  <\/span><\/p>\n<p class=\"p2\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124134_425_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"Group_1_-_2022-09-13T153056.675.png\" title=\"\"><\/p>\n<p class=\"p2\">\n<\/p><p class=\"p1\"><span class=\"s1\">\u5982\u679c\u60a8\u4e0d\u719f\u6089\u5e10\u6237\u7684\u5b50\u57df\uff0c\u53ef\u4ee5\u5728 Salesforce \u4e3b\u9875\u7684\u201c\u5e10\u6237\u201d\u9009\u9879\u5361\u4e2d\u627e\u5230\u5b83\uff1a<\/span><\/p>\n<p class=\"p1\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124134_64_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"2_1__2__1.png\" title=\"\"><\/p>\n<p class=\"p1\"><span class=\"s1\">\u5728\u4e0a\u9762\u7684\u793a\u4f8b\u4e2d\uff0c\u5b50\u57df\u662f \u201cmonday-dev-ed\u201d\u3002  <\/span><span class=\"s1\">\u8f93\u5165\u5b50\u57df\u540e\uff0c\u5355\u51fb\u201c\u8fde\u63a5\u201d\uff0c\u7136\u540e\u5355\u51fb\u201c\u5141\u8bb8\u201d\u4ee5\u6388\u4e88\u8bbf\u95ee\u6743\u9650\uff1a<\/span><\/p>\n<p class=\"p1\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124134_496_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"3_1.png\" title=\"\"><\/p>\n<p class=\"p3\">\n<\/p><h1 id=\"01GQWBJZZB96BYCGA3WWKEFBCW\" class=\"p3\"><span class=\"wysiwyg-font-size-large\"><strong>\u96c6\u6210\u914d\u65b9\u5b9a\u5236<\/strong><\/span><\/h1>\n<p class=\"p4\"><span class=\"s1\">\u73b0\u5728\u662f\u65f6\u5019\u8bbe\u7f6e\u60a8\u7684\u96c6\u6210\u4e86\uff01 <\/span><span class=\"s1\">\u4e3a\u4e86\u66f4\u597d\u5730\u4e86\u89e3\u6b64\u96c6\u6210\u7684\u5de5\u4f5c\u539f\u7406\uff0c\u6211\u4eec\u5c06\u4f7f\u7528\u7b2c\u4e8c\u4e2a\u793a\u4f8b\u201c\u5f53 <span class=\"wysiwyg-underline\"><strong>\u5bf9\u8c61<\/strong><\/span> \u6ee1\u8db3\u8fd9\u4e9b <span class=\"wysiwyg-underline\"><strong>\u6761\u4ef6<\/strong><\/span> \u65f6\uff0c\u521b\u5efa\u4e00\u4e2a <span class=\"wysiwyg-underline\"><strong>\u9879\u76ee<\/strong><\/span> \u5e76\u4ece Salesforce \u540c\u6b65\u4efb\u4f55\u672a\u6765\u7684\u66f4\u6539\u201d\u3002 <\/span> <\/p>\n<div class=\"paragraph-component left\">\n<div class=\"article_note_new blue_note_border\" style=\"width: 100%; height: auto; background: #E5F4FF; padding: 15px 10px 15px 20px; border: 1px solid #009AFF; border-radius: 8px; display: flex\">\n<div class=\"text_container\" style=\"margin-left: 20px\">\n<strong>\u6ce8\u610f\uff1a <\/strong>\u5728\u6b64\u96c6\u6210\u914d\u65b9\u4e2d\uff0c <span>\u5bf9\u6ee1\u8db3\u8bbe\u7f6e\u6761\u4ef6<strong>\u7684\u73b0\u6709\u5bf9\u8c61\u7684<\/strong> \u66f4\u65b0\u4e5f\u5c06\u540c\u6b65\u5230 monday.com\u3002<\/span>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"paragraph-component left\"> <\/div>\n<p class=\"p4\"><span class=\"s1\">\u8981\u8bbe\u7f6e\u6b64\u96c6\u6210\u914d\u65b9\uff0c\u8bf7\u5148\u9009\u62e9\u8981\u540c\u6b65\u7684\u5bf9\u8c61\u3002\u5728\u6b64\u793a\u4f8b\u4e2d\uff0c\u6211\u4eec\u5c06\u4f7f\u7528 \u201clead\u201d\u3002 <\/span><\/p>\n<div class=\"paragraph-component left\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124135_38_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"image_1__52_.png\" title=\"\"><\/div>\n<div class=\"paragraph-component left\">\n<div class=\"article_note_new blue_note_border\" style=\"width: 100%; height: auto; background: #E5F4FF; padding: 15px 10px 15px 20px; border: 1px solid #009AFF; border-radius: 8px; display: flex\">\n<div class=\"img_container\" style=\"display: flex; align-items: center\"><img decoding=\"async\" style=\"vertical-align: middle; max-width: 25px; height: 25px\" src=\"https:\/\/live-msl.local\/wp-content\/uploads\/2024\/10\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.svg+xml\" width=\"25\" height=\"25\" alt=\"\" title=\"\"><\/div>\n<div class=\"text_container\" style=\"margin-left: 20px\">\n <strong> \u6ce8\u610f\uff1a <\/strong>\u60a8\u5c06\u5728 \u201cObject\u201d \u4e0b\u770b\u5230\u81ea\u5b9a\u4e49\u5b9e\u4f53\uff0c\u4f46\u6700\u591a\u53ef\u80fd\u9700\u8981 <strong>3 \u5206\u949f<\/strong> \u624d\u80fd\u540c\u6b65\u81ea\u5b9a\u4e49\u5bf9\u8c61\u3002\u60a8\u8fd8\u53ef\u4ee5\u5728\u6620\u5c04\u9879\u76ee\u65f6\u540c\u6b65\u81ea\u5b9a\u4e49\u5b57\u6bb5\u3002\n<\/div>\n<\/div>\n<\/div>\n<div class=\"paragraph-component left\"> <\/div>\n<div class=\"paragraph-component left\"><\/div>\n<div class=\"paragraph-component left\">\u5728 \u201cConditions\uff08\u6761\u4ef6\uff09\u201d\u4e0b\uff0c\u6211\u4eec\u5c06\u9009\u62e9\u8981\u4e3a\u6211\u4eec\u7684 Board \u8fc7\u6ee4\u7684\u5185\u5bb9\u3002\u5728\u672c\u4f8b\u4e2d\uff0c\u6211\u4eec\u5c06\u7b5b\u9009\u59d3\u6c0f\u4e3a \u201cSmith\u201d \u7684\u6f5c\u5728\u5ba2\u6237\uff1a <\/div>\n<div class=\"paragraph-component left\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124135_604_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.gif\" alt=\"CPT2209131553-1423x734.gif\" title=\"\"><\/div>\n<div class=\"paragraph-component left\"> <\/div>\n<div class=\"paragraph-component left\">\u60a8\u53ef\u4ee5\u6dfb\u52a0\u591a\u4e2a \u201c\u6761\u4ef6\u201d\uff0c\u4f46\u5b83\u4eec\u5c06\u662f \u201cand\u201d \u6761\u4ef6\uff0c\u800c\u4e0d\u662f \u201cor\u201d\u3002\u8fd9\u610f\u5473\u7740\u96c6\u6210\u5c06\u8bfb\u53d6\u6240\u6709\u8fd9\u4e9b\u672f\u8bed\uff0c\u5e76\u4e14\u53ea\u63d0\u53d6\u4e0e<em><strong>\u6240\u6709<\/strong><\/em> \u672f\u8bed\u5339\u914d\u7684\u9879\u76ee\u3002\u6b64\u65f6\uff0c\u60a8\u53ea\u80fd\u4f7f\u7528 \u201cand\u201d \u8bbe\u7f6e\u67d0\u4e9b\u6761\u4ef6\u3002  <\/div>\n<div class=\"paragraph-component left\"> <\/div>\n<div class=\"paragraph-component left\">\u73b0\u5728\uff0c\u5728\u201cItem\uff08\u9879\u76ee\uff09\u201d\u4e0b\uff0c\u60a8\u53ef\u4ee5\u5355\u51fb\u4efb\u4f55\u5b57\u6bb5\u6765\u9009\u62e9\u5728\u540c\u6b65\u6f5c\u5728\u5ba2\u6237\u65f6\u5c06\u6620\u5c04\u5230\u6bcf\u5217\u7684\u6570\u636e\u7c7b\u578b\u3002  <\/div>\n<div class=\"paragraph-component left\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124135_836_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce-scaled.gif\" alt=\"Item_Mapping_2.gif\" title=\"\"><\/div>\n<div class=\"paragraph-component left\"> <\/div>\n<div class=\"paragraph-component left\">\n<div class=\"article_note_new blue_note_border\" style=\"width: 100%; height: auto; background: #E5F4FF; padding: 15px 10px 15px 20px; border: 1px solid #009AFF; border-radius: 8px; display: flex\">\n<div class=\"img_container\" style=\"display: flex; align-items: center\"><img decoding=\"async\" style=\"vertical-align: middle; max-width: 25px; height: 25px\" src=\"https:\/\/live-msl.local\/wp-content\/uploads\/2024\/10\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.svg+xml\" width=\"25\" height=\"25\" alt=\"\" title=\"\"><\/div>\n<div class=\"text_container\" style=\"margin-left: 20px\">\n<strong>\u6ce8\u610f\uff1a <\/strong>\u5f53\u60a8\u9009\u62e9\u8981\u6620\u5c04\u5230\u6bcf\u5217\u7684\u6570\u636e\u65f6\uff0c\u5c06\u81ea\u52a8\u6dfb\u52a0 Salesforce \u96c6\u6210\u5217\u3002\u6b64\u5217\u7684\u76ee\u7684\u662f\u7ef4\u62a4\u4e24\u4e2a\u5e94\u7528\u7a0b\u5e8f\u4e2d\u53c2\u6570\u4e4b\u95f4\u7684\u5173\u7cfb\u3002\n<\/div>\n<\/div>\n<\/div>\n<div class=\"paragraph-component left\"> <\/div>\n<div class=\"paragraph-component left\">\n<h1 id=\"01GQWBJZZBEP5TTVRTBWG2R87F\"><span class=\"wysiwyg-color-black\"><strong><span class=\"wysiwyg-font-size-large\">\u89c2\u770b\u5de5\u4f5c\uff01<\/span><\/strong><\/span><\/h1>\n<\/div>\n<div class=\"paragraph-component left\">\u73b0\u5728\uff0c\u5728 Salesforce \u4e2d\u521b\u5efa\u4e86\u4e00\u4e2a\u65b0\u7684\u5b50\u9879\u2026<\/div>\n<div class=\"paragraph-component left\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124136_107_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.gif\" alt=\"New_Lead.gif\" title=\"\"><\/div>\n<div class=\"paragraph-component left\"> <\/div>\n<div class=\"paragraph-component left\">monday.com \u5e74\uff0c\u60a8\u7684\u677f\u4e2d\u5c06\u521b\u5efa\u4e00\u4e2a\u9879\u76ee\uff01<\/div>\n<div class=\"paragraph-component left\">\n<img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124136_801_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.gif\" alt=\"Salesforce_Leads.gif\" width=\"720\" height=\"405\" title=\"\"> <\/div>\n<div class=\"paragraph-component left\"><\/div>\n<h1 id=\"01GQWBJZZBGYTBM4GHVPMH18F9\" class=\"paragraph-component left\"><span class=\"wysiwyg-font-size-large\"><strong>\u521b\u5efa\u53cc\u5411\u540c\u6b65<\/strong><\/span><\/h1>\n<p class=\"paragraph-component left\">\u5f53\u6570\u636e\u4ece monday.com \u63a8\u9001\u5230 Salesforce \u5e76\u4ece Salesforce \u62c9\u53d6\u5230 monday.com \u65f6\uff0c\u5c06\u53d1\u751f\u53cc\u5411\u540c\u6b65\u3002\u8fd9\u53ef\u786e\u4fdd\u60a8\u7684\u6570\u636e\u5728\u4e24\u4e2a\u5e73\u53f0\u4e0a\u517c\u5bb9\u5e76\u4fdd\u6301\u6700\u65b0\u3002 <\/p>\n<p class=\"paragraph-component left\">\u8981\u521b\u5efa\u53cc\u5411\u540c\u6b65\uff0c\u9664\u4e86\u4e0a\u4e00\u4e2a\u793a\u4f8b\u4e2d\u4f7f\u7528\u7684\u914d\u65b9\u5916\uff0c\u60a8\u8fd8\u9700\u8981\u8bbe\u7f6e\u7b2c\u4e8c\u4e2a\u914d\u65b9\uff1a\u201c\u521b\u5efa\u6216\u66f4\u65b0\u9879\u76ee\u65f6\uff0c\u4f7f\u7528\u8fd9\u4e9b<span class=\"wysiwyg-underline\"><strong>\u5b57\u6bb5<\/strong><\/span>\u521b\u5efa<span class=\"wysiwyg-underline\"><strong>\u6b64\u7c7b<\/strong><\/span>\u5bf9\u8c61\uff0c\u5e76\u540c\u6b65\u6b64\u526a\u8d34\u677f\u4e2d\u7684\u4efb\u4f55\u672a\u6765\u66f4\u6539\u3002<\/p>\n<div class=\"paragraph-component left\"><span class=\"s1\">\u9996\u5148\uff0c\u9009\u62e9\u8981\u540c\u6b65\u7684\u5bf9\u8c61\u3002\u5728\u6b64\u793a\u4f8b\u4e2d\uff0c\u6211\u4eec\u5c06\u518d\u6b21\u8fd4\u56de\u4f7f\u7528 \u201cLead\u201d\u3002 <\/span><\/div>\n<div class=\"paragraph-component left\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124136_38_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"image_1__53_.png\" title=\"\"><\/div>\n<div class=\"paragraph-component left\"><\/div>\n<div class=\"paragraph-component left\">\u9009\u62e9\u5bf9\u8c61\u540e\uff0c\u9009\u62e9 \u201cThese Fields\u201d \u5f00\u59cb\u6620\u5c04\u3002  <span>\u4f7f\u7528\u6b64\u914d\u65b9\u65f6\uff0c\u5f53\u60a8\u6620\u5c04\u65f6\uff0c\u5de6\u4fa7\u7684\u5b57\u6bb5\u662f Salesforce \u6570\u636e\u5b57\u6bb5\uff0c\u800c\u4e0d\u662f monday.com \u4e2d\u7684\u5217\u540d\u79f0\u3002<\/span>\n<\/div>\n<div class=\"paragraph-component left\">\n<span>\u5728\u8fd9\u91cc\uff0c\u60a8\u5c06 monday.com \u5217\u6620\u5c04\u5230<\/span><strong><\/strong><span>  Salesforce \u7684\u3002\u8fd9\u4e0e\u6211\u4eec\u5728\u672c\u6587\u524d\u9762\u4ecb\u7ecd\u7684\u5b9a\u4e49\u76f8\u53cd\u3002 <\/span>\n<\/div>\n<div class=\"paragraph-component left\">\n<p><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124136_976_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"Group_1_-_2022-09-13T172020.935.png\" title=\"\"><\/p>\n\n<p>\u5b8c\u6210\u6620\u5c04\u5e76\u5355\u51fb \u201cAdd To Board\u201d \u6309\u94ae\u540e\uff0c\u60a8\u7684\u53cc\u5411\u540c\u6b65\u5c06\u51c6\u5907\u5c31\u7eea\uff01<\/p>\n\n<div class=\"paragraph-component left\">\n<div class=\"article_note_new blue_note_border\" style=\"width: 100%; height: auto; background: #E5F4FF; padding: 15px 10px 15px 20px; border: 1px solid #009AFF; border-radius: 8px; display: flex\">\n<div class=\"img_container\" style=\"display: flex; align-items: center\"><img decoding=\"async\" style=\"vertical-align: middle; max-width: 25px; height: 25px\" src=\"https:\/\/live-msl.local\/wp-content\/uploads\/2024\/10\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.svg+xml\" width=\"25\" height=\"25\" alt=\"\" title=\"\"><\/div>\n<div class=\"text_container\" style=\"margin-left: 20px\">\n <strong><a href=\"#Note_on_objects\" target=\"_self\" rel=\"noopener\"><span class=\"wysiwyg-color-black\"> \u6ce8\u610f<\/span><\/a>\uff1a <\/strong>\u5728 Salesforce \u4e2d\uff0c\u5bf9\u8c61\u9700\u8981\u67d0\u4e9b\u5b57\u6bb5\u7c7b\u578b\u3002 <span class=\"wysiwyg-color-red90\"><strong>\u8981\u4f7f\u6b64\u914d\u65b9\u6b63\u5e38\u5de5\u4f5c\uff0c\u5fc5\u987b\u5728 monday.com \u96c6\u6210\u4e2d\u6620\u5c04 Salesforce \u4e2d\u6240\u9009\u5bf9\u8c61\u7684\u5fc5\u586b\u5b57\u6bb5\u3002<\/strong><\/span> \u5982\u679c\u8fd9\u4e9b\u5fc5\u586b\u5b57\u6bb5\u7559\u7a7a\uff0c\u5219\u96c6\u6210\u5c06\u4e0d\u8d77\u4f5c\u7528\u3002\u4e0d\u4f1a\u6709\u4e00\u6761\u9519\u8bef\u6d88\u606f\u6307\u793a\u96c6\u6210\u4e0d\u8d77\u4f5c\u7528\u3002Salesforce \u7ba1\u7406\u5458\u53ef\u4ee5\u786e\u5b9a Salesforce \u4e2d\u7684\u5fc5\u586b\u5b57\u6bb5\u3002    <\/div>\n<\/div>\n<\/div>\n<div class=\"paragraph-component left\"> <\/div>\n<div class=\"paragraph-component left\"><\/div>\n<h1 id=\"01GQWBJZZBZDPAYKHQRZ76PEDV\"><span class=\"wysiwyg-color-black\"><strong><span class=\"wysiwyg-font-size-large\">\u652f\u6301\u54ea\u4e9b\u5bf9\u8c61\u548c\u5b57\u6bb5<\/span><\/strong><\/span><\/h1>\n<ul>\n<li class=\"paragraph-component left\"><strong>\u5bf9\u8c61<\/strong><\/li>\n<\/ul>\n<p class=\"paragraph-component left\">\u652f\u6301\u7684\u6807\u51c6\u5bf9\u8c61\u5305\u62ec\uff1aCampaigns\u3001Accounts\u3001Cases\u3001Leads\u3001Opportunity\u3001Contacts\u3001Orders \u548c Promotions<\/p>\n<p class=\"paragraph-component left\">\u6211\u4eec\u8fd8\u652f\u6301\u81ea\u5b9a\u4e49\u5bf9\u8c61\u3002\u4f46\u662f\uff0c\u867d\u7136\u6807\u51c6\u5bf9\u8c61\u5728 Salesforce \u4e2d\u7684\u56fe\u5f62\u66f4\u6539\u540e\u7acb\u5373\u540c\u6b65\uff0c\u4f46\u81ea\u5b9a\u4e49\u5bf9\u8c61\u53ef\u80fd\u9700\u8981 <strong>\u957f\u8fbe 3 \u5206\u949f\u7684\u65f6\u95f4\u624d\u80fd\u5b8c\u6210\u540c\u6b65<\/strong>\u3002 <\/p>\n<p class=\"paragraph-component left\"><span>SFDC \u4e2d\u6700\u65b0\u7684 monday \u5305\uff08\u7248\u672c 1.18\uff09\u4e0d\u652f\u6301 \u201cOrder\u201d \u5bf9\u8c61\uff0c\u53ea\u6709\u4ee5\u524d\u7684\u7248\u672c\uff08\u7248\u672c 1.16\uff09\u652f\u6301\u3002\u8981\u5b89\u88c5\u4ee5\u524d\u7684\u8f6f\u4ef6\u5305\uff0c\u60a8\u53ef\u4ee5\u4f7f\u7528<a href=\"https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04t2E000003Dl0g&amp;isdtp=p1\" target=\"_self\" rel=\"noopener\">\u6b64\u94fe\u63a5\u3002<\/a> <\/span><\/p>\n<p class=\"paragraph-component left\">\n<\/p><div class=\"paragraph-component left\">\n<div class=\"article_note_new blue_note_border\" style=\"width: 100%; height: auto; background: #E5F4FF; padding: 15px 10px 15px 20px; border: 1px solid #009AFF; border-radius: 8px; display: flex\">\n<div class=\"img_container\" style=\"display: flex; align-items: center\"><img decoding=\"async\" style=\"vertical-align: middle; max-width: 25px; height: 25px\" src=\"https:\/\/live-msl.local\/wp-content\/uploads\/2024\/10\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.svg+xml\" width=\"25\" height=\"25\" alt=\"\" title=\"\"><\/div>\n<div class=\"text_container wysiwyg-text-align-left\" style=\"margin-left: 20px\">\n <strong> \u6ce8\u610f\uff1a <\/strong>\u5982\u679c\u60a8\u4e4b\u524d\u4f7f\u7528\u8fc7\u6b64\u96c6\u6210\uff0c\u73b0\u5728\u60f3\u8981\u4e0e <strong>Bookings<\/strong> \u6216 <strong>\u7528\u6237<\/strong>\u5408\u4f5c\uff0c\u5219\u9700\u8981\u66f4\u65b0\u60a8\u7684\u5305\u3002\u8bbe\u7f6e\u914d\u65b9\u65f6\uff0c\u60a8\u4f1a\u5728\u7a97\u53e3\u5e95\u90e8\u770b\u5230\u4e00\u6761\u6d88\u606f\uff0c\u5176\u4e2d\u5305\u542b\u7528\u4e8e\u66f4\u65b0\u8f6f\u4ef6\u5305\u7684\u94fe\u63a5\u3002 <\/div>\n<div class=\"text_container wysiwyg-text-align-left\" style=\"margin-left: 20px\"><\/div>\n<\/div>\n<\/div>\n<p class=\"paragraph-component left wysiwyg-text-align-left\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124137_584_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"Group_1_-_2022-09-14T123119.588.png\" title=\"\"><\/p>\n<p class=\"paragraph-component left\">\n<\/p><ul>\n<li class=\"paragraph-component left\"><strong>\u9886\u57df<\/strong><\/li>\n<\/ul>\n<div class=\"paragraph-component left\">\n<p class=\"paragraph-component left\">\u6211\u4eec\u652f\u6301\u6240\u6709\u6807\u51c6\u5b57\u6bb5\u548c\u81ea\u5b9a\u4e49\u5b57\u6bb5\u3002  <\/p>\n<div class=\"paragraph-component left\">\n<p>\u4ece Salesforce \u6620\u5c04\u5230 monday.com \u65f6\u652f\u6301\u7684\u5b57\u6bb5\u5305\u62ec\uff1a\u81ea\u5b9a\u4e49\u5b57\u6bb5\u3001id\u3001\u5e03\u5c14\u503c\u3001\u5b57\u7b26\u4e32\u3001\u9009\u9879\u5217\u8868\u3001\u591a\u9009\u9879\u5217\u8868\u3001\u6587\u672c\u533a\u57df\u3001\u53cc\u7cbe\u5ea6\u3001\u5730\u5740\u3001\u7535\u8bdd\u3001\u7535\u5b50\u90ae\u4ef6\u3001URL\uff08<span>\u4ec5\u9650\u6587\u672c\u5b57\u6bb5\uff0c\u4e0d\u5305\u62ec\u94fe\u63a5\u5b57\u6bb5\uff09\u3001<\/span>\u8d27\u5e01\u3001int\u3001\u65e5\u671f\u3001\u65e5\u671f\u65f6\u95f4\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u4ece monday.com \u6620\u5c04\u5230 Salesforce \u65f6\u652f\u6301\u7684\u5b57\u6bb5\u5305\u62ec\uff1a\u81ea\u5b9a\u4e49\u5b57\u6bb5\u3001\u5e03\u5c14\u503c\u3001\u5b57\u7b26\u4e32\u3001\u9009\u9879\u5217\u8868\u3001\u591a\u9009\u9879\u5217\u8868\u3001\u6587\u672c\u533a\u57df\u3001\u53cc\u7cbe\u5ea6\u3001\u5730\u5740\u3001\u7535\u8bdd\u3001\u7535\u5b50\u90ae\u4ef6\u3001URL\uff08<span>\u4ec5\u9650\u6587\u672c\u5b57\u6bb5\uff0c\u4e0d\u5305\u62ec\u94fe\u63a5\u5b57\u6bb5\uff09\u3001<\/span>\u8d27\u5e01\u3001\u6574\u6570\u3001\u65e5\u671f\u3001\u65e5\u671f\u65f6\u95f4\u548c\u767e\u5206\u6bd4\u3002<\/p>\n<div>\n<p class=\"ghq-next-card-content__p\" data-testid=\"next-editor-paragraph\" data-ghq-card-content-type=\"p\" data-slate-node=\"element\"><span data-slate-node=\"text\">\u652f\u6301\u5c06\u6620\u5c04\u4e2d\u652f\u6301\u7684 SFDC \u4e2d\u6240\u6709\u5b57\u6bb5\u4f5c\u4e3a\u6761\u4ef6 <\/span><strong>\uff0c\u4f46<\/strong><span data-slate-node=\"text\"> \u67e5\u627e\u3001\u591a\u91cd\u9009\u62e9\u5217\u8868\u548c\u65e5\u671f\u5b57\u6bb5\u9664\u5916\u3002 <\/span> <\/p>\n<\/div>\n<div class=\"paragraph-component left\">\n<div class=\"article_note_new blue_note_border\" style=\"width: 100%; height: auto; background: #E5F4FF; padding: 15px 10px 15px 20px; border: 1px solid #009AFF; border-radius: 8px; display: flex\">\n<div class=\"img_container\" style=\"display: flex; align-items: center\"><img decoding=\"async\" style=\"vertical-align: middle; max-width: 25px; height: 25px\" src=\"https:\/\/live-msl.local\/wp-content\/uploads\/2024\/10\/%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.svg+xml\" width=\"25\" height=\"25\" alt=\"\" title=\"\"><\/div>\n<div class=\"text_container\" style=\"margin-left: 20px\">\n<strong>\u6ce8\u610f\uff1a <\/strong>\u5982\u679c\u60a8\u5728 Salesforce \u4e2d\u7f16\u8f91\u5b57\u6bb5\u7c7b\u578b\u65f6\u53d7\u5230\u9650\u5236\uff0c\u5e76\u4e14\u60a8\u5c1d\u8bd5\u901a\u8fc7\u96c6\u6210\u66f4\u65b0\u8be5\u5b57\u6bb5\u7c7b\u578b\uff0c <span class=\"wysiwyg-underline\"><strong>\u5219\u96c6\u6210\u5c06\u4e0d\u8d77\u4f5c\u7528<\/strong><\/span>\u3002\n<\/div>\n<\/div>\n<\/div>\n<div class=\"paragraph-component left\"><\/div>\n<div class=\"paragraph-component left\"><\/div>\n<div class=\"paragraph-component left\">\n<h1 id=\"01GQWBJZZBZDPAYKHQRZ76PEDV\"><span class=\"wysiwyg-color-black\"><strong><span class=\"wysiwyg-font-size-large\">\u4e3a\u4ec0\u4e48\u6211\u7684\u8fde\u63a5\u88ab\u7981\u7528\u4e86\uff1f<\/span><\/strong><\/span><\/h1>\n<p>\u5982\u679c\u60a8\u6536\u5230\u901a\u77e5\uff0c\u60a8\u7684 Salesforce \u5e10\u6237\u8fde\u63a5\u5df2\u88ab\u7981\u7528\uff0c\u60a8\u53ef\u80fd\u60f3\u77e5\u9053\u4e3a\u4ec0\u4e48\u3002\u5f53 Salesforce \u5e10\u6237\u53d1\u751f\u66f4\u6539\u65f6\uff0c\u4f1a\u53d1\u751f\u6b64\u9519\u8bef\u3002\u8fd9\u53ef\u80fd\u662f\u7531\u4e8e\u5b89\u5168\u6027\u66f4\u6539\uff08\u5982\u5bc6\u7801\uff09\u6216\u7ba1\u7406\u5458\u66f4\u6539\u4e86\u5e10\u6237\uff0c\u8be5\u7ba1\u7406\u5458\u5220\u9664\u4e86\u67d0\u4e9b\u7b2c\u4e09\u65b9\u5e94\u7528\u7a0b\u5e8f\u7684\u767b\u5f55\u6743\u9650\u3002  <\/p>\n<p><span class=\"wysiwyg-underline\"><strong>\u89e3\u51b3\u65b9\u6848\u662f\u91cd\u65b0\u8fde\u63a5\u4ee5\u518d\u6b21\u542f\u7528\u96c6\u6210\u3002<\/strong><\/span>  \u60a8\u53ef\u4ee5\u6309\u7167\u6700\u521d\u7528\u4e8e\u8bbe\u7f6e\u96c6\u6210\u548c\u767b\u5f55 Salesforce \u8d26\u6237\u7684\u6b65\u9aa4\u6267\u884c\u6b64\u64cd\u4f5c\u3002\u5982\u679c\u60a8\u53d1\u73b0\u60a8\u7684\u8fde\u63a5\u5076\u5c14\u65ad\u5f00\uff0c\u5e76\u4e14\u60a8\u4e0d\u662f Salesforce \u5e10\u6237\u7684\u7ba1\u7406\u5458\uff0c\u8bf7\u8054\u7cfb\u60a8\u7684 Salesforce \u7ba1\u7406\u5458\u8ba8\u8bba\u6b64\u95ee\u9898\u3002 <\/p>\n<\/div>\n<p><a name=\"Connection_limit\"><\/a><\/p>\n<div class=\"paragraph-component left\"><\/div>\n<h1 id=\"01GQWBJZZBVFDTVFF7A6A4RMPJ\" class=\"paragraph-component left\"><a href=\"#Connection_limit\" target=\"_self\" rel=\"noopener\"><span class=\"wysiwyg-font-size-large\"><span class=\"wysiwyg-color-black\"><strong>\u96c6\u6210\u9650\u5236<\/strong><\/span><\/span><\/a><\/h1>\n<div class=\"paragraph-component left\">\n<div class=\"paragraph-component left\">\n<span>Salesforce \u6709\u8fde\u63a5\u9650\u5236\u3002\u5bf9\u4e8e\u6bcf\u79cd\u5bf9\u8c61\u7c7b\u578b\uff0c\u60a8\u5bfc\u5165\u4fe1\u606f\u7684\u914d\u65b9\u5c11\u4e8e 90 \u4e2a\u3002\u5bf9\u8c61\u53ef\u4ee5\u662f\u624b\u724c\u3001\u5e10\u6237\u7b49\u3002\u4f46\u662f\u5bf9\u9002\u5e94\u7684\u5b9e\u4f53\u6ca1\u6709\u9650\u5236\u3002   <\/span>\n<p>\u5f53\u60a8\u8fbe\u5230 Salesforce \u7684\u9650\u5236\u65f6\uff0c\u60a8\u5c06\u65e0\u6cd5\u521b\u5efa\u65b0\u7684\u96c6\u6210\u914d\u65b9\u3002\u5982\u679c\u60a8\u5c1d\u8bd5\u8bbe\u7f6e\u5176\u4ed6\u914d\u65b9\uff0c\u60a8\u5c06\u6536\u5230\u4ee5\u4e0b\u9519\u8bef\u6d88\u606f\uff1a <\/p>\n<\/div>\n<p><strong>\u201c\u60a8\u5df2\u8fbe\u5230 Salesforce \u96c6\u6210\u9650\u5236 \uff0890\uff09 \u2013 \u8bf7\u5728\u521b\u5efa\u65b0\u96c6\u6210\u4e4b\u524d\u5220\u9664\u6240\u6709\u672a\u4f7f\u7528\u7684\u96c6\u6210\u201d<\/strong><\/p>\n<p>\u8981\u89e3\u51b3\u6b64\u95ee\u9898\uff0c\u60a8\u9700\u8981\u627e\u5230\u5df2\u8bbe\u7f6e\u96c6\u6210\u914d\u65b9\u7684\u5f00\u53d1\u677f\uff0c\u5e76\u4ece\u5f00\u53d1\u677f\u4e2d\u5220\u9664\u4e00\u4e9b\u914d\u65b9\u3002\u8981\u627e\u5230\u8fd9\u4e9b\u677f\uff0c\u60a8\u9700\u8981\u6309\u7167\u4ee5\u4e0b\u6b65\u9aa4\u64cd\u4f5c\uff1a <\/p>\n\n<ul>\n<li><strong>\u7b2c 1 \u6b65<\/strong><\/li>\n<\/ul>\n<p>\u9996\u5148\uff0c\u5355\u51fb\u9762\u677f\u53f3\u4e0a\u89d2\u7684 \u201cIntegrate\u201d \u6309\u94ae\uff1a<\/p>\n<\/div>\n<\/div>\n<div class=\"paragraph-component left\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124137_639_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"Group_1_-_2022-09-14T124839.182.png\" title=\"\"><\/div>\n<div class=\"paragraph-component left\"><\/div>\n<div class=\"paragraph-component left\"><span><\/span><\/div>\n<ul>\n<li class=\"paragraph-component left\"><strong>\u6b65\u9aa4 2<\/strong><\/li>\n<\/ul>\n<div class=\"paragraph-component left\">\u8fdb\u5165\u96c6\u6210\u4e2d\u5fc3\u540e\uff0c\u5355\u51fb Salesforce \u96c6\u6210\u914d\u65b9\u53f3\u4e0a\u89d2\u7684\u4e09\u70b9\u83dc\u5355\u3002\u70b9\u51fb\u60a8\u767b\u5f55\u5e10\u6237\u65c1\u8fb9\u7684 \u201cEdit\u201d\uff1a <\/div>\n<div class=\"paragraph-component left\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124137_583_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"Group_1_-_2022-09-14T125106.724.png\" title=\"\"><\/div>\n<div class=\"paragraph-component left\"><\/div>\n<div class=\"paragraph-component left\"><span><\/span><\/div>\n<ul>\n<li class=\"paragraph-component left\"><strong>\u6b65\u9aa4 3<\/strong><\/li>\n<\/ul>\n<div class=\"paragraph-component left\"><span>\u70b9\u51fb Connect \u5b50\u8d26\u6237\u65c1\u8fb9\u7684\u5783\u573e\u6876\u56fe\u6807\uff1a<\/span><\/div>\n<div class=\"paragraph-component left\"><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124137_771_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"Group_1_-_2022-09-14T125259.847.png\" title=\"\"><\/div>\n<div class=\"paragraph-component left\">\u5355\u51fb\u5783\u573e\u6876\u56fe\u6807\u540e\uff0c\u60a8\u5c06\u770b\u5230\u4e00\u4e2a\u5f39\u51fa\u7a97\u53e3\uff0c\u5176\u4e2d\u5217\u51fa\u4e86\u60a8\u767b\u5f55\u5e10\u6237\u7528\u4e8e\u7684\u56fe\u677f\uff1a<\/div>\n<p><img decoding=\"async\" src=\"https:\/\/globalfinanceschool.com\/wp-content\/uploads\/2024\/12\/1729124138_730_%D7%90%D7%99%D7%A0%D7%98%D7%92%D7%A8%D7%A6%D7%99%D7%94-%D7%A2%D7%9D-Salesforce.png\" alt=\"image_1__54_.png\" title=\"\">\n<\/p><\/div>\n<div class=\"paragraph-component left\">\n\n<div class=\"paragraph-component left\"><span><strong>\u60a8\u65e0\u9700\u5355\u51fb<\/strong>\u201c\u5220\u9664\u5e10\u6237\u201d\u5373\u53ef\u89e3\u51b3\u95ee\u9898\u3002\u8fd9\u4e9b\u6b65\u9aa4\u5141\u8bb8\u60a8\u5728\u5f39\u51fa\u7a97\u53e3\u4e2d\u67e5\u770b\u4fe1\u606f\uff0c\u4f46\u65e0\u9700\u65ad\u5f00\u8fde\u63a5\u3002\u8981\u89e3\u51b3\u6b64\u95ee\u9898\uff0c\u8bf7\u7ee7\u7eed\u9605\u8bfb\u3002  <\/span><\/div>\n<div class=\"paragraph-component left\"><span>\u5728\u6b64\u5f39\u51fa\u7a97\u53e3\u4e2d\uff0c\u60a8\u53ef\u4ee5\u770b\u5230\u5df2\u5728\u5176\u4e2d\u8bbe\u7f6e\u96c6\u6210\u914d\u65b9\u7684\u677f\u7684\u540d\u79f0\u3002\u4f46\u662f\uff0c\u60a8\u5c06\u65e0\u6cd5\u5355\u51fb\u540d\u79f0\u6765\u67e5\u770b\u677f\u3002\u5728\u8fd9\u91cc\uff0c\u60a8\u53ef\u4ee5\u5217\u51fa\u76f8\u5173\u9762\u677f\uff0c\u5e76\u4ece\u83dc\u5355\u6216\u4f7f\u7528\u5feb\u901f\u641c\u7d22\u5bfc\u822a\u5230\u5b83\u4eec\u3002\u5728\u6bcf\u4e2a\u677f\u4e0a\uff0c\u5220\u9664\u60a8\u4e0d\u9700\u8981\u7684\u914d\u65b9\u3002\u7136\u540e\uff0c\u60a8\u53ef\u4ee5\u521b\u5efa\u65b0\u7684 MissAV.com |    <\/span><\/div>\n\n<\/div>\n<div class=\"paragraph-component left\">\n<h1 id=\"01GQWBJZZB03E1AJ9S1RYE37P4\"><span class=\"wysiwyg-color-black\"><strong><span class=\"wysiwyg-font-size-large\">\u66f4\u591a\u5e2e\u52a9<\/span><\/strong><\/span><\/h1>\n<p>\u5982\u679c\u60a8\u5728\u6784\u5efa\u81ea\u5b9a\u4e49\u96c6\u6210\u65f6\u9700\u8981\u5e2e\u52a9\uff0c\u6211\u4eec\u8fd8\u53ef\u4ee5\u9009\u62e9\u901a\u8fc7\u6211\u4eec\u7684\u8ba4\u8bc1 monday.com \u5408\u4f5c\u4f19\u4f34\u7f51\u7edc\u83b7\u5f97\u4ed8\u8d39\u5e2e\u52a9\u3002\u5982\u679c\u60a8\u6709\u5174\u8da3\uff0c <a href=\"https:\/\/forms.monday.com\/forms\/0971b15bd84d244f8411ee979444236f\" target=\"_blank\" rel=\"noopener\">\u8bf7\u586b\u5199\u6b64\u8868\u683c<\/a> \uff0c\u56e2\u961f\u4ee3\u8868\u5c06\u4e0e\u60a8\u8054\u7cfb\uff01   <\/p>\n\n<\/div>\n<div class=\"p-rich_text_section\">\n<\/div>\n<p> <\/p>\n<\/div>\n<p><a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360009513540-Salesforce-Integration\" target=\"_blank\" rel=\"noopener\">\u6e90\u94fe\u63a5  <\/a><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Salesforce \u662f\u4e00\u79cd\u9500\u552e\u6d41\u7a0b\u7ba1\u7406\u5de5\u5177\uff0c\u53ef\u5e2e\u52a9\u60a8\u7ed5\u8fc7\u6f5c\u5728\u5ba2\u6237\u5e76\u81ea\u59cb\u81f3\u7ec8\u7ba1\u7406\u60a8\u7684\u9500\u552e\u6d41\u7a0b\u3002 \u73b0\u5728\uff0c\u901a\u8fc7\u6211\u4eec [&hellip;]<\/p>\n","protected":false},"author":9274,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17049],"tags":[17050,13816],"class_list":["post-287847","post","type-post","status-publish","format-standard","hentry","category-guidesmonday-","tag-17050","tag-13816"],"_links":{"self":[{"href":"https:\/\/globalfinanceschool.com\/zh-hans\/wp-json\/wp\/v2\/posts\/287847","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/globalfinanceschool.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/globalfinanceschool.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/globalfinanceschool.com\/zh-hans\/wp-json\/wp\/v2\/users\/9274"}],"replies":[{"embeddable":true,"href":"https:\/\/globalfinanceschool.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=287847"}],"version-history":[{"count":0,"href":"https:\/\/globalfinanceschool.com\/zh-hans\/wp-json\/wp\/v2\/posts\/287847\/revisions"}],"wp:attachment":[{"href":"https:\/\/globalfinanceschool.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=287847"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/globalfinanceschool.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=287847"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/globalfinanceschool.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=287847"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}