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Your Profile and Preferences
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使用 Slack Sales Elevate
Sales Elevate 是與 Salesforce Sales Cloud 整合的 Slack 擴充套件,讓團隊可以直接在 Slack 集中管理資訊和流程。透過 Sales Elevate,你可以:
在 Slack 中檢視和更新 Salesforce 機會。
建立自訂通知來簡化管理工作,讓你可以專注於實現目標。
設定重要指標,深入瞭解你個人及整個團隊的表現。
準備好深入瞭解了嗎? 如要開始使用,請與我們的銷售團隊聯絡 。
連結 Salesforce 帳號
如要開始使用 Sales Elevate,你必須登入 Salesforce 帳號,並將 Sales Elevate 與 Sales Cloud 連線。
按一下側欄中的「 銷售 」。
選取「連線至 Salesforce 」。
如果尚未登入 Salesforce,請先登入,然後按一下「允許 」。
檢視並更新 Salesforce 物件
Sales Elevate 讓你可以在 Slack 中檢視和更新 Salesforce 機會。在 Slack 中更新機會後,Salesforce 中也會自動更新。
桌面
行動版
按一下側欄中的「 銷售 」。
選取右上角的「檢視機會 」。
選擇機會清單或在下拉式功能表中搜尋機會清單。
選取機會,然後更新所選欄位。
從「首頁 」分頁點選「 銷售 」。
點選「機會 」。
選擇建議的機會清單,或點選右上角的放大鏡 來搜尋機會清單。
點選欄位進行更新,或按一下右上角的「 三個點圖示 」以查看更多選項。
建立和管理通知
使用通知建立行動提醒,以更新機會、隨時掌握重要交易的進展等。Slack 的「銷售通知 」下方會顯示通知。
建立通知
刪除通知
按一下側欄中的「 銷售 」。
選取「管理通知 」。
按一下「建立通知 」。
選擇範本,然後視需要自訂通知。
完成後,按一下「儲存通知 」。
按一下側欄中的「 銷售 」。
按一下「管理通知 」。
將游標放在通知上,然後按一下「刪除 」。
提示: 你也可以使用工作流程建立工具 傳送 Sales Elevate 通知,方法是選取 Salesforce 以發起工作流程,然後選擇 Sales Elevate 步驟。
設定重要指標
使用指標追蹤重要銷售目標的進展。你最多可以設定六項要在「你的深入分析 」中顯示的指標。
按一下側欄中的「 銷售 」。
在「你的深入分析」下方,按一下「 新增指標 」。
新增 Salesforce 報告連結 ,然後選擇指標與名稱。
注意: 你可以在 Slack 行動版應用程式中查看重要指標與通知,但這些內容的設定只能在桌面版中完成。
誰可以使用此功能?
所有指派的 成員
Business+ 和 Enterprise Grid 方案
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