{"id":6143,"date":"2021-03-15T14:05:53","date_gmt":"2021-03-15T07:05:53","guid":{"rendered":"https:\/\/bap-software.net\/?post_type=knowledge&p=6143"},"modified":"2023-12-28T14:52:10","modified_gmt":"2023-12-28T07:52:10","slug":"how-to-use-salesforce","status":"publish","type":"knowledge","link":"https:\/\/bap-software.net\/vi\/knowledge\/how-to-use-salesforce\/","title":{"rendered":"\u521d\u5fc3\u8005\u306b\u3082\u5206\u304b\u308a\u3084\u3059\u3044Salesforce\u306e\u4f7f\u3044\u65b9"},"content":{"rendered":"

R\u1ea5t ti\u1ebfc, m\u1ee5c n\u00e0y ch\u1ec9 t\u1ed3n t\u1ea1i \u1edf \u65e5\u672c\u8a9e<\/a>, English<\/a> v\u00e0 Korean<\/a>.<\/p>

\u6700\u9069\u306a\u6280\u8853\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u898b\u3064\u3051\u308b\u3053\u3068\u306f\u3001\u58f2\u4e0a\u5897\u52a0\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u52b9\u7387\u5316\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u306a\u3069\u76ee\u6a19\u306e\u9054\u6210\u306b\u7e4b\u304c\u308a\u307e\u3059\u3002Salesforce\u306f\u591a\u304f\u306e\u4f01\u696d\u306b\u3068\u3063\u3066\u6700\u826f\u306e\u9078\u629e\u306b\u306a\u308a\u5f97\u307e\u3059\u3002\u5b9f\u969b\u306b\u591a\u304f\u306e\u4eba\u304c\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u3067Salesforce\u306e\u4f7f\u3044\u65b9\u3092\u691c\u7d22\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u8a18\u4e8b\u306f\u3001Salesforce\u306e\u4f7f\u3044\u65b9\u3092\u3088\u308a\u6df1\u304f\u7406\u89e3\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002<\/p>\n

1. Salesforce\u3068\u306f?\u00a0<\/strong><\/h2>\n
\"Improve

Salesforce\u306b\u95a2\u3057\u3066\u77e5\u3063\u3066\u304a\u304f\u3079\u304d\u3053\u3068 – \u51fa\u5178: Incepta solution<\/p><\/div>\n

Salesforce\u306f\u3001\u4e16\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308b\u30af\u30e9\u30a6\u30c9CRM\uff08\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff09\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002 Salesforce\u306f\u3001\u4e2d\u5c0f\u4f01\u696d\u5411\u3051\u306e\u8ca9\u58f2\u304a\u3088\u3073\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306b\u7279\u5316\u3057\u305f\u5e45\u5e83\u3044CRM\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u30c8\u30fc\u30bf\u30ebCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u308a\u3001\u8ca9\u58f2\u3001\u7ba1\u7406\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b1\u30a2\u30b5\u30fc\u30d3\u30b9\u306b\u6700\u9069\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 \u9ad8\u3044\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u512a\u308c\u305f\u4fe1\u983c\u6027\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u898f\u6a21\u306b\u5fdc\u3058\u305f\u67d4\u8edf\u306a\u30b3\u30b9\u30c8\u3092\u7406\u7531\u306b\u591a\u304f\u306e\u4f01\u696d\u304cSalesforce\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

2. \u521d\u5fc3\u8005\u306e\u305f\u3081\u306eSalesforce\u306e\u4f7f\u3044\u65b9<\/strong><\/h2>\n

2.1.Chatter<\/strong><\/h3>\n

Chatter\u306f\u3001\u4f01\u696d\u306e\u5f93\u696d\u54e1\u304c\u8fc5\u901f\u304b\u3064\u7c21\u5358\u306b\u60c5\u5831\u3092\u66f4\u65b0\u3057\u3001\u9867\u5ba2\u3084\u95a2\u4fc2\u8005\u3068\u5171\u6709\u3067\u304d\u308b\u4fbf\u5229\u306a\u6a5f\u80fd\u3067\u3059\u3002 \u3053\u306e\u30c4\u30fc\u30eb\u306f\u3001\u793e\u5185\u306e\u90e8\u9580\u9593\u3067\u8fc5\u901f\u306b\u60c5\u5831\u3092\u4ea4\u63db\u3057\u3001\u9867\u5ba2\u3068\u95a2\u9023\u90e8\u9580\u3092\u30ea\u30f3\u30af\u3055\u305b\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002<\/p>\n

\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u6a5f\u80fd\u306f\u3001\u55b6\u696d\u30b9\u30bf\u30c3\u30d5\u304c\u81ea\u5206\u81ea\u8eab\u306b\u3064\u3044\u3066\u60c5\u5831\u3092\u6295\u7a3f\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u3001\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u793e\u54e1\u306e\u30b9\u30ad\u30eb\u7d39\u4ecb\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u9032\u6357\u72b6\u6cc1\u3092\u78ba\u8a8d\u3057\u305f\u308a\u3001\u30b5\u30fc\u30d3\u30b9\u3084\u88fd\u54c1\u306e\u60c5\u5831\u3092\u30aa\u30f3\u30bf\u30a4\u30e0\u306b\u53cd\u6620\u3057\u305f\u308a\u3059\u308b\u305f\u3081\u306b\u3001\u9867\u5ba2\u306b\u3082\u30e6\u30fc\u30b6\u30fc\u30a2\u30ab\u30a6\u30f3\u30c8\u304c\u63d0\u4f9b\u3055\u308c\u307e\u3059\u3002<\/p>\n

\u3055\u3089\u306b\u3001Salesforce\u306eCRM\u306f\u3001\u6700\u3082\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u65b9\u6cd5\u3067\u60c5\u5831\u3001\u30bf\u30b9\u30af\u3001\u304a\u3088\u3073\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u5171\u6709\u3059\u308b\u305f\u3081\u306e\u5206\u6563\u5316\u3082\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u5171\u6709\u30e1\u30f3\u30d0\u30fc\u306e\u307f\u304c\u305d\u306e\u60c5\u5831\u3092\u8868\u793a\u304a\u3088\u3073\u5fdc\u7b54\u3067\u304d\u308b\u305f\u3081\u3001\u4f1a\u793e\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u30c7\u30fc\u30bf\u306e\u5b89\u5168\u6027\u304c\u78ba\u4fdd\u3055\u308c\u307e\u3059\u3002<\/p>\n

2.2. \u9867\u5ba2\u60c5\u5831\u7ba1\u7406<\/strong><\/h3>\n

Salesforce\u306e\u3053\u306e\u6a5f\u80fd\u306f\u3001\u55b6\u696d\u30b9\u30bf\u30c3\u30d5\u304c\u9867\u5ba2\u306e\u9023\u7d61\u5148\u60c5\u5831\u3001\u53d6\u5f15\u5c65\u6b74\u3001\u8ca1\u52d9\u60c5\u5831\u306a\u3069\u3092\u7ba1\u7406\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u305d\u3053\u304b\u3089\u3001\u4f01\u696d\u306f\u9867\u5ba2\u3092\u30b0\u30eb\u30fc\u30d7\u5206\u3051\u3057\u3001\u9867\u5ba2\u306b\u5bfe\u3059\u308b\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u3092\u52b9\u679c\u7684\u306b\u8a08\u753b\u3067\u304d\u307e\u3059\u3002 \u30cb\u30fc\u30ba\u3092\u628a\u63e1\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u8cfc\u8cb7\u610f\u6b32\u3092\u9ad8\u3081\u305f\u308a\u30b5\u30fc\u30d3\u30b9\u5229\u7528\u7387\u3092\u9ad8\u3081\u305f\u308a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002<\/p>\n

\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u3088\u3063\u3066\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u8ffd\u52a0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305f\u3068\u3048\u3070\u3001\u55b6\u696d\u30b9\u30bf\u30c3\u30d5\u306f\u3001\u53ce\u76ca\u3001\u5834\u6240\u3001\u5c45\u4f4f\u5730\u3001\u8208\u5473\u306e\u3042\u308b\u88fd\u54c1\u306a\u3069\u5171\u901a\u306e\u7279\u6027\u306b\u57fa\u3065\u3044\u3066\u9867\u5ba2\u3092\u30b0\u30eb\u30fc\u30d7\u5316\u3057\u3001\u305d\u306e\u30b0\u30eb\u30fc\u30d7\u306b\u5bfe\u3057\u3066\u7279\u5b9a\u306e\u6a5f\u80fd\u3092\u6301\u305f\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u4f01\u696d\u306f\u30cb\u30fc\u30ba\u306b\u5408\u3063\u305f\u9069\u5207\u306a\u88fd\u54c1\u3092\u63a8\u5968\u3059\u308b\u3060\u3051\u3067\u3001\u9867\u5ba2\u306f\u9069\u5207\u306a\u5546\u54c1\u3092\u898b\u3064\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

2.3. \u8ca9\u58f2\u6a5f\u4f1a\u306e\u8ffd\u8de1<\/strong><\/h3>\n

SalesForce\u306f\u3001\u5951\u7d04\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3001\u55b6\u696d\u30b9\u30bf\u30c3\u30d5\u306b\u3088\u308b\u30d7\u30ed\u30bb\u30b9\u306e\u78ba\u8a8d\u3001\u9867\u5ba2\u3078\u306e\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u306a\u3069\u3001\u9867\u5ba2\u306b\u95a2\u3059\u308b\u3059\u3079\u3066\u306e\u60c5\u5831\u3092\u7d71\u5408\u3057\u53d6\u5f97\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u3059\u3002\u540c\u6642\u306b\u3001\u7af6\u5408\u4ed6\u793e\u306e\u60c5\u5831\u3092\u5165\u529b\u3057\u3066\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u3059\u3002\u88fd\u54c1\u306b\u5bfe\u3057\u3066\u9069\u5207\u306a\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u6c7a\u5b9a\u3059\u308b\u3053\u3068\u306f\u3001\u8ca9\u58f2\u306e\u53ef\u80fd\u6027\u3092\u9ad8\u3081\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002<\/p>\n

\u307b\u3068\u3093\u3069\u306e\u4f01\u696d\u304c\u3088\u308a\u591a\u304f\u306e\u8ca9\u58f2\u6a5f\u4f1a\u3092\u671b\u3093\u3067\u3044\u307e\u3059\u3002SaleForce\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u3088\u308a\u7c21\u5358\u306a\u65b9\u6cd5\u3067\u8ca9\u58f2\u6a5f\u4f1a\u3092\u8a2d\u5b9a\u304a\u3088\u3073\u8ffd\u8de1\u3059\u308b\u305f\u3081\u52b9\u679c\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002<\/p>\n

2.4. \u60c5\u5831\u30e9\u30a4\u30d6\u30e9\u30ea<\/strong><\/h3>\n

\u60c5\u5831\u30e9\u30a4\u30d6\u30e9\u30ea\u306fSalesforceCloud\u306b\u7d71\u5408\u3055\u308c\u3066\u3044\u308b\u305f\u3081\u3001\u5927\u91cf\u306e\u30d5\u30a9\u30eb\u30c0\u3084\u30e1\u30fc\u30eb\u3092\u51e6\u7406\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u691c\u7d22\u3001\u30bf\u30b0\u3001\u30e9\u30f3\u30ad\u30f3\u30b0\u306a\u3069\u306e\u6a5f\u80fd\u306b\u3088\u308a\u3001\u5fc5\u8981\u306a\u3082\u306e\u3092\u3059\u3070\u3084\u304f\u898b\u3064\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u3055\u3089\u306b\u3001\u52b9\u679c\u7684\u306a\u60c5\u5831\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3053\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5f37\u307f\u3067\u3059\u3002\u901a\u5e38\u3001\u30a2\u30fc\u30ab\u30a4\u30d6\u3068\u691c\u7d22\u306f\u51e6\u7406\u306b\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u304c\u3001\u81ea\u793e\u306e\u3059\u3079\u3066\u306e\u60c5\u5831\u304c\u542b\u307e\u308c\u308b\u30e9\u30a4\u30d6\u30e9\u30ea\u306b\u7d44\u307f\u8fbc\u307e\u308c\u305f\u30b9\u30de\u30fc\u30c8\u691c\u7d22\u6a5f\u80fd\u306f\u3053\u308c\u307e\u3067\u4ee5\u4e0a\u306b\u7c21\u5358\u304b\u3064\u9ad8\u901f\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

2.5. \u30d1\u30fc\u30c8\u30ca\u30fc\u7ba1\u7406<\/strong><\/h3>\n

\u793e\u5185\u306e\u90e8\u9580\u9593\u306e\u9023\u643a\u3068\u540c\u69d8\u306b\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u7ba1\u7406\u306b\u3082\u5f79\u7acb\u3061\u307e\u3059\u3002\u3053\u306e\u30c4\u30fc\u30eb\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u30c7\u30fc\u30bf\u306e\u5171\u6709\u3001\u5354\u529b\u72b6\u6cc1\u306e\u8ffd\u8de1\u306a\u3069\u3001\u6642\u9593\u306e\u7d4c\u904e\u3068\u3068\u3082\u306b\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3069\u306e\u3088\u3046\u306b\u5354\u529b\u3057\u305f\u304b\u3001\u8a73\u7d30\u304b\u3064\u7dca\u5bc6\u306b\u7ba1\u7406\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002<\/p>\n

\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u9867\u5ba2\u306b\u3082\u306a\u308a\u5f97\u307e\u3059\u3002\u81ea\u793e\u304c\u88fd\u9020\u4f1a\u793e\u3067\u3042\u308b\u5834\u5408\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u975e\u5e38\u306b\u91cd\u8981\u306a\u9867\u5ba2\u3067\u3059\u3002\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u88fd\u54c1\u306e\u8ca9\u58f2\u696d\u8005\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u305f\u3081\u3001\u3053\u308c\u3089\u306e\u4f9b\u7d66\u30dd\u30a4\u30f3\u30c8\u3092\u9069\u5207\u306b\u7ba1\u7406\u3067\u304d\u306a\u3044\u3068\u3001\u81ea\u793e\u306e\u5931\u6557\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

SalesForce\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u30a8\u30c7\u30a3\u30b7\u30e7\u30f3\u3092\u4f7f\u7528\u3059\u308b\u3068\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u305d\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u306b\u95a2\u9023\u4ed8\u3051\u3089\u308c\u305f\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u30a4\u30f3\u30dd\u30fc\u30c8\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u5f7c\u3089\u304c\u3042\u306a\u305f\u304b\u3089\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3082\u306e\u3084\u5f97\u3066\u3044\u308b\u3082\u306e\u3001\u5728\u5eab\u88fd\u54c1\u306e\u7d71\u8a08\u3068\u8a08\u753b\u6226\u7565\u3092\u7c21\u5358\u306b\u53d6\u5f97\u3067\u304d\u307e\u3059\u3002<\/p>\n

2.6. \u5206\u6790\u3001\u30ec\u30dd\u30fc\u30c8\u3001\u5229\u76ca\u898b\u7a4d<\/strong><\/h3>\n
\"Salesforce\u3068\u306f\"

Salesforce\u306e\u5206\u6790\u3001\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd – \u51fa\u5178: Trailhead<\/p><\/div>\n

\u7c21\u5358\u306a\u624b\u9806\u3067\u5f93\u696d\u54e1\u306f\u696d\u52d9\u30c7\u30fc\u30bf\u3092\u5165\u624b\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9069\u5207\u306a\u30d3\u30b8\u30cd\u30b9\u4e0a\u306e\u610f\u601d\u6c7a\u5b9a\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u8ca9\u58f2\u304c\u9069\u5207\u306b\u7ba1\u7406\u3055\u308c\u307e\u3059\u3002\u9069\u5207\u306a\u30b3\u30b9\u30c8\u3067\u6210\u9577\u30b9\u30d4\u30fc\u30c9\u3092\u4e0a\u3052\u3001\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u58f2\u4e0a\u3068\u88fd\u54c1\u306e\u9700\u8981\u306b\u3064\u3044\u3066\u3088\u308a\u9069\u5207\u306a\u4e88\u6e2c\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u4e8b\u696d\u8a08\u753b\u306b\u5bfe\u3057\u3066\u6700\u9069\u306a\u6c7a\u5b9a\u3092\u4e0b\u3057\u305f\u308a\u3001\u9867\u5ba2\u60c5\u5831\u306e\u91cd\u8907\u3092\u5236\u9650\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5c06\u6765\u306e\u88fd\u54c1\u3084\u4eba\u54e1\u306e\u91cf\u3092\u898b\u7a4d\u3082\u308b\u3053\u3068\u306f\u3001\u4e16\u306e\u4e2d\u306e\u9700\u8981\u306b\u5bfe\u3057\u3066\u78ba\u5b9f\u306b\u4f9b\u7d66\u3059\u308b\u3053\u3068\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u3001SaleseForce\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u904e\u53bb\u30c7\u30fc\u30bf\u304b\u3089\u306e\u30ec\u30dd\u30fc\u30c8\u306e\u304a\u304b\u3052\u3067\u3001\u4f01\u696d\u304c\u5c06\u6765\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u305f\u3081\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002<\/p>\n

2.7.\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u78ba\u7acb<\/strong><\/h3>\n

\u3053\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u4f7f\u7528\u3059\u308b\u3068\u3001\u81ea\u52d5\u627f\u8a8d\u3084\u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9\u306e\u81ea\u52d5\u5316\u306a\u3069\u306e\u30b5\u30dd\u30fc\u30c8\u306b\u3088\u3063\u3066\u3059\u3079\u3066\u306e\u5f93\u696d\u54e1\u306e\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u3092\u7ba1\u7406\u3067\u304d\u308b\u305f\u3081\u8907\u96d1\u306a\u4e8b\u52d9\u51e6\u7406\u304b\u3089\u89e3\u653e\u3055\u308c\u307e\u3059\u3002<\/p>\n

SalesForce\u306f\u512a\u308c\u305f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u3059\u304c\u3001\u305d\u308c\u306f\u3042\u304f\u307e\u3067\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3060\u3051\u3067\u3042\u308a\u3001\u4eba\u7684\u8981\u56e0\u306f\u4f9d\u7136\u3068\u3057\u3066\u30d3\u30b8\u30cd\u30b9\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u3002 \u3057\u305f\u304c\u3063\u3066\u3001\u5f93\u696d\u54e1\u5411\u3051\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u69cb\u7bc9\u3057\u3066\u78ba\u7acb\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u306b\u3088\u308a\u3001\u9069\u5207\u306a\u4f5c\u696d\u91cf\u3001\u76ee\u6a19\u5b8c\u4e86\u6642\u9593\u3001\u30ec\u30dd\u30fc\u30c8\u3092\u5b9a\u671f\u7684\u306b\u66f4\u65b0\u3057\u3066\u65b0\u3057\u3044\u30bf\u30b9\u30af\u3092\u5272\u308a\u5f53\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 \u307e\u305f\u306f\u3001\u4f01\u696d\u306f\u3001\u65b0\u5165\u793e\u54e1\u306e\u305f\u3081\u306b\u3001\u90e8\u9580\u3054\u3068\u306b\u500b\u5225\u306e\u4f5c\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u958b\u767a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

2.8. \u751f\u7523\u6027\u306e\u5411\u4e0a<\/strong><\/h3>\n

\u55b6\u696d\u62c5\u5f53\u3068\u7ba1\u7406\u8005\u306fMicrosoftOutlook\u3001Google\u306a\u3069\u306e\u591a\u304f\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u540c\u6642\u306b\u4f7f\u7528\u3067\u304d\u307e\u3059\u3002\u7570\u306a\u308b\u30c4\u30fc\u30eb\u3092\u7d71\u5408\u3059\u308b\u6a5f\u80fd\u306b\u3088\u308a\u3001Salesforce\u306f\u30bf\u30b9\u30af\u3092\u3088\u308a\u7c21\u5358\u304b\u3064\u30b9\u30de\u30fc\u30c8\u306b\u6700\u9069\u5316\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u8907\u6570\u306e\u30aa\u30d5\u30a3\u30b9\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u7d71\u5408\u3059\u308b\u6a5f\u80fd\u306f\u3001\u5f93\u696d\u54e1\u306e\u4f5c\u696d\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u72ec\u81ea\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3057\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u6574\u5408\u6027\u3092\u78ba\u4fdd\u3057\u307e\u3059\u3002<\/p>\n

2.9. \u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/strong><\/h3>\n

\u4e00\u5143\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u7ba1\u7406\u6a5f\u80fd\u306b\u3088\u308a\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u8a08\u753b\u306f\u5404\u6bb5\u968e\u3067\u7ba1\u7406\u3067\u304d\u307e\u3059\u3002Salesforce\u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3068\u55b6\u696d\u6d3b\u52d5\u3068\u5bc6\u63a5\u306b\u95a2\u9023\u3059\u308b\u3088\u3046\u652f\u63f4\u3057\u307e\u3059\u3002\u3053\u308c\u307e\u3067\u7d39\u4ecb\u3057\u305f\u3088\u3046\u306b\u3001\u30aa\u30fc\u30c7\u30a3\u30a8\u30f3\u30b9\u3092\u30b0\u30eb\u30fc\u30d7\u5316\u3057\u3001\u9867\u5ba2\u3054\u3068\u306b\u9069\u5207\u306a\u88fd\u54c1\u3068\u9069\u5207\u306a\u30aa\u30fc\u30c7\u30a3\u30a8\u30f3\u30b9\u3067\u306e\u6b63\u78ba\u306a\u5e83\u544a\u6226\u7565\u3092\u4f7f\u7528\u3057\u3066\u3055\u307e\u3056\u307e\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u65b9\u6cd5\u3092\u63d0\u4f9b\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u591a\u304f\u306e\u6f5c\u5728\u7684\u306a\u9867\u5ba2\u3068\u30d3\u30b8\u30cd\u30b9\u306e\u53ce\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u30e1\u30fc\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30b0\u30fc\u30b0\u30eb\u30a2\u30c9\u30ef\u30fc\u30ba\u3068\u7d71\u5408\u3059\u308b\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u306f\u3001\u4f01\u696d\u304c\u5404\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306b\u9069\u5207\u306a\u4e88\u7b97\u3092\u5272\u308a\u5f53\u3066\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u73fe\u5728\u306e\u30c7\u30b8\u30bf\u30eb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u5e02\u5834\u3067\u306f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306f\u3069\u306e\u30d3\u30b8\u30cd\u30b9\u3067\u3082\u7121\u8996\u3067\u304d\u307e\u305b\u3093\u304c\u3001\u5e83\u544a\u306e\u4e88\u7b97\u3092\u52b9\u679c\u7684\u306b\u4f7f\u7528\u3059\u308b\u3053\u3068\u306f\u6700\u3082\u91cd\u8981\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u3053\u308c\u3089\u306e\u6226\u7565\u304c\u4ed8\u52a0\u4fa1\u5024\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u6bce\u6708\u30b3\u30b9\u30c8\u304c\u4e0a\u6607\u3057\u3066\u3044\u308b\u306e\u304b\u3092\u8ffd\u8de1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002SalesForce\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u306f\u3001\u3053\u308c\u3089\u306e\u6a5f\u80fd\u3092\u7c21\u5358\u306b\u69cb\u7bc9\u3067\u304d\u307e\u3059\u3002<\/p>\n

2.10. \u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u5bfe\u5fdc<\/strong><\/h3>\n

\u30e2\u30d0\u30a4\u30eb\u30c7\u30d0\u30a4\u30b9\u304b\u3089\u3067\u3082\u9867\u5ba2\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3001\u91cd\u8981\u306a\u60c5\u5831\u3084\u30ec\u30dd\u30fc\u30c8\u3078\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

SME\u5411\u3051\u306eSalesForce\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5834\u5408\u3001\u30c7\u30fc\u30bf\u3068\u30e6\u30fc\u30b6\u30fc\u306e\u5e73\u5747\u91cf\u306b\u3088\u308a\u3001\u30e2\u30d0\u30a4\u30eb\u30c7\u30d0\u30a4\u30b9\u306b\u5c55\u958b\u3067\u304d\u3001SaleseForce\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd\u306f\u3069\u3053\u304b\u3089\u3067\u3082\u7c21\u5358\u306b\u4f7f\u7528\u3067\u304d\u307e\u3059\u3002<\/p>\n

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