Amfani da Salesforce tare da MonstarX
A taƙaiceKu haɗa Salesforce a Sabis na gajimare → Gajimare ta hanyar shiga org ɗinku. Daga nan maginin manhaja na MonstarX zai iya jera da karanta abokan hulɗa a kowane yanayi, kuma ya ƙirƙira ko sabunta abokin hulɗa idan kun nema a yanayin Gina. Manhajarku ba ta taɓa samun asusunku na Salesforce ba.
Karanta da sabunta bayanan tuntuɓa na ƙungiyarku a Salesforce.
- Nau’i
- Kayan aikin kasuwanci · shiga
- Rukuni
- Tallace-tallace da CRM
- Haɗa ta hanyar
- Shiga da asusunku
Salesforce CRM ne — tsarin kula da hulɗa da abokan ciniki, inda kasuwanci yake ajiye abokan hulɗarsa da tallace-tallacensa. Ku haɗa org ɗinku na Salesforce (Salesforce na kamfaninku) da aikinku a MonstarX, sai maginin manhaja na MonstarX — AI ɗin da kuke tattaunawa da shi — ya iya duba ainihin abokan hulɗarku yayin da yake aiki: ya gina tashar abokan hulɗa da bayanan da kuke ajiyewa, ya duba wani bayani, ko ya ƙara abokin hulɗa idan kun nema.
Wannan kayan aikin kasuwanci ne: MonstarX yana amfani da Salesforce ɗinku a madadinku. Manhajar da kuke ginawa ba ta taɓa samun asusunku na Salesforce ba.
Me MonstarX zai iya yi da shi?
Sashen da ke da taken “Me MonstarX zai iya yi da shi?”| Abin da MonstarX zai iya yi | Yaushe |
|---|---|
| Jera abokan hulɗa — 100 da aka canja kwanan nan, tare da suna na farko, sunan iyali, imel da waya, sannan 100 na gaba | Kowane yanayi |
| Karanta abokin hulɗa ɗaya — kowane filin bayani da ke cikinsa | Kowane yanayi |
| Ƙirƙiri abokin hulɗa — dole a sami sunan iyali, sauran bayanai kuma yadda kuka bayar | A yanayin Gina kaɗai, idan kun nema |
| Sabunta abokin hulɗa — canja bayanan da kuka faɗa | A yanayin Gina kaɗai, idan kun nema |
Abin da ba ya taɓa yi: goge abokan hulɗa, ko karanta ko canja accounts, leads, opportunities, cases ko wani abu dabam. Abokan hulɗa (contacts) ne kaɗai bayanan da yake aiki da su.
Kafin ku fara
Sashen da ke da taken “Kafin ku fara”- Org na Salesforce mai damar API (Enterprise, Unlimited, Performance da Developer Edition suna da ita).
- Mai amfaninku na Salesforce yana iya gani da gyara abokan hulɗa.
- Ku ne mai aikin a MonstarX. Mai aikin ne kaɗai zai iya haɗa kayan aiki ko cire haɗinsa.
Ku haɗa asusunku
Sashen da ke da taken “Ku haɗa asusunku”Babu maɓallan da za ku kwafa. Kuna shiga a shafin shiga na Salesforce kansa, sannan Salesforce ya tambaye ku ku ba MonstarX izinin:
- Access and manage your data — izinin da Salesforce yake bai wa manhajojin da aka haɗa a koyaushe. MonstarX yana amfani da shi ne don abokan hulɗa kawai.
- Perform requests at any time — domin haɗin ya ci gaba da aiki ba tare da kun sake shiga ba.
Dokokin rabawa na Salesforce kansa suna nan aiki: MonstarX yana ganin abokan hulɗar da mai amfaninku yake iya gani ne kawai.
Ku haɗa shi a MonstarX
Sashen da ke da taken “Ku haɗa shi a MonstarX”-
Ku buɗe aikinku, ku danna Sabis na gajimare a sandar sama, sannan Gajimare.
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Ku gungura zuwa Haɗin sabis, sannan ku nemo Salesforce.
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Ku danna Haɗa. Shafin shiga na Salesforce zai buɗe. Ku shiga, ku duba abin da MonstarX yake nema, sannan ku danna Allow.
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Za ku dawo cikin aikinku. Yanzu layin yana cewa An haɗa da tare da adireshin Salesforce na org ɗinku.
Ku ce wa MonstarX ya yi amfani da shi
Sashen da ke da taken “Ku ce wa MonstarX ya yi amfani da shi”| Abin da kuke rubutawa | Abin da ke faruwa |
|---|---|
| “Karanta sababbin abokan hulɗata na Salesforce, sannan gina kundin abokan hulɗa da waɗannan bayanan.” | MonstarX yana jera abokan hulɗa na kwanan nan, sannan ya gina kundin da ya dace da su. |
| “Buɗe abokin hulɗar Alex Morgan a Salesforce, sannan faɗa min waɗanne bayanai ne babu komai a ciki.” | Yana karanta bayanin, sannan ya amsa. Babu abin da yake canjawa. |
| “Ƙirƙiri abokin hulɗa a Salesforce: Alex Morgan, alex@example.com.” | A yanayin Gina, yana ƙirƙirar abokin hulɗar. |
Tsaro da keɓantawa
Sashen da ke da taken “Tsaro da keɓantawa”- Yana zama a wurin MonstarX. Ana ajiye shigarku ta Salesforce a ɓoye a sabobin MonstarX. Ba a taɓa rubuta ta a lambar tushen manhajarku ba, ko a ba manhajarku ita.
- Aiki ɗaya. Haɗin yana aiki ne kawai a aikin da kuka yi shi.
- Ana karanta shi a matsayin bayani. MonstarX yana ɗaukar abin da ke cikin bayanin abokin hulɗa a matsayin bayani, ba umarni ba.
- Ku cire haɗin a kowane lokaci. Ku danna Cire haɗin kusa da Salesforce a Sabis na gajimareGajimare, sannan ku tabbatar. MonstarX zai manta da shigarku nan take. Don cire damarsa a Salesforce ma, ku soke ta a Settings → Connected Apps (a saitunanku na kanku, Connections).
Abubuwan da ya kamata ku sani
Sashen da ke da taken “Abubuwan da ya kamata ku sani”- MonstarX yana shiga ta shafin shiga na Salesforce na yau da kullum (
login.salesforce.com), wanda yake don org na production da na Developer Edition. - Canje-canjen na gaske ne, kuma suna iya fara duk wani flow ko aiki na atomatik da org ɗinku yake gudanarwa a kan abokan hulɗa.
Tambayoyin da ake yawan yi
Sashen da ke da taken “Tambayoyin da ake yawan yi”Me ya sa Salesforce yake neman izinin shiga duk bayanaina?
Salesforce ba shi da izini mafi ƙanƙanta na abokan hulɗa kaɗai. An taƙaita maginin manhaja na MonstarX ga jerawa, karantawa, ƙirƙira da sabunta abokan hulɗa.
MonstarX zai iya goge bayanai a Salesforce?
A’a. Yana iya ƙirƙira da sabunta abokan hulɗa idan kun nema, a yanayin Gina. Ba zai iya goge komai ba.
Manhajata za ta iya amfani da wannan haɗin?
A’a. Na maginin manhaja na MonstarX ne kaɗai. Idan manhajarku tana buƙatar Salesforce, ku nemi MonstarX ya gina wannan fasalin, zai nemi damar manhajar ta kanta daga gare ku.