goyan bayan 8 × 8 Haɗuwa Haɗuwa tare da Salesforce

Haɗa 8 × 8 Haɗu da Salesforce
8 × 8 Haɗuwa tare da Salesforce yana ba ku damar danganta tarurrukan 8 × 8 na kwanan nan tare da bayanan Salesforce, yana ba ku damar mafi kyawun ci gaban ku tare da abokan cinikin da kuke hulɗa da su a cikin 8 × 8 Meet.
Lura: Wannan haɗin kai yana samuwa ga masu amfani da Aiki na 8 × 8 waɗanda ƙungiyoyin su ne X Series ko Abokan Bugawa na Ofishin Virtual.
Don cikakkun bayanai kan abubuwan Haɗuwa na 8 × 8 da ke akwai ga nau'ikan masu amfani daban-daban, danna nan.

Siffofin

Yin amfani da haɗin gwiwar 8 × 8 tare da Salesforce, zaku iya: 

• Haɗa asusun aikin ku na 8 × 8 tare da asusun Salesforce ta shiga cikin Salesforce daga aikace-aikacen Aiki na 8 × 8.
• Bincika daga abubuwan Salesforce (Accounts, Lambobin sadarwa, Jagoranci, da Dama) kuna da damar zuwa, kuma haɗa su zuwa taron 8 × 8 mai gudana ko baya.
• Ƙara cikakkun bayanan taro na 8 × 8 (rikodi, rubutun taɗi, da ƙari) zuwa abu Salesforce, yana ba da damar yin amfani da waɗannan bayanan ga sauran masu amfani da Salesforce.
•  Ƙirƙirar bayanan taron 8 × 8 daga ciki Salesforce.

Kunna haɗin Salesforce azaman mai gudanarwa
A matsayin Salesforce da 8 × 8 Aiki mai gudanarwa, zaku iya shigar da aikace-aikacen saduwa da 8 × 8 a cikin Salesforce, sannan ku ba da damar ƙungiyar ku zuwa haɗin kai a cikin 8 × 8. Da zarar an kunna, masu amfani zasu iya haɗawa zuwa Salesforce kuma su haɗa tarurrukan 8 × 8 zuwa bayanan Salesforce.

Don shigar da aikace-aikacen saduwa da 8 × 8 azaman mai sarrafa Salesforce:  

1. A matsayin mai gudanar da Salesforce, shigar da aikace-aikacen saduwa da 8 × 8 a cikin Salesforce.
2. Da zarar an shigar da 8×8 Meet a cikin Salesforce, kunna Salesforce don ƙungiyar ku a cikin 8×8 Admin Console.

Don ba da damar haɗin Salesforce azaman mai sarrafa Aiki na 8 × 8:

1. A matsayin mai kula da Aiki na 8×8, a cikin burauzar ku, shiga tare da takaddun shaidarku na 8×8 don buɗe Panel ɗin Aikace-aikacen 8×8.
2. Daga Panel Application, je zuwa Admin Console> menu na ainihi> Taro. 
3. A cikin 8 × 8 Haɗuwa saituna shafi wanda ya buɗe, danna Haɗin Salesforce.
4. A cikin shafin haɗin kai da ke buɗewa, ba da damar zaɓi don haɗin kai na Salesforce. 
5. Idan ƙungiyar ku tana da yankin shiga na al'ada don Salesforce, shigar da yankin URL ƙarƙashin saitunan shiga Salesforce. Idan ƙungiyar ku ba ta amfani da yanki na al'ada, bar filin fanko.
6. Idan kun gama, danna Ajiye don tabbatar da canje-canjenku.

Shiga Salesforce haɗin kai azaman mai amfani

Da zarar mai sarrafa ku ya kunna haɗin Salesforce don ƙungiyar ku, zaku iya shiga cikin Salesforce daga tebur ɗin Aiki na 8 × 8, web, ko wayar hannu a kowane lokaci.

Don shiga Salesforce daga 8×8 Aiki akan tebur ko web:

1. Daga tebur ɗinku ko web app, je zuwa Tarukan Saituna
2. A ƙarƙashin haɗin Salesforce, danna Shiga zuwa Salesforce don buɗe faɗakarwa.
3. A cikin faɗakarwar shiga, shigar da tabbatar da takaddun shaidar Salesforce.

Don shiga zuwa Salesforce daga Aiki na 8×8 don Wayar hannu:

1. Daga app ɗin hannu, je zuwa Profile > Saituna > Haɗin kai na Salesforce.
2.  A cikin shafin da ke buɗewa, matsa Shiga zuwa Salesforce don buɗe faɗakarwa.
3. A cikin faɗakarwar shiga, shigar da tabbatar da takaddun shaidar Salesforce.

Haɗi da samun damar bayanan taron 8 × 8 a cikin Salesforce
Kuna iya bincika da haɗa taron 8 × 8 da ya gabata zuwa kowane rikodin daga abubuwan Salesforce huɗu masu goyan bayan (Account, Contact, Lead, and Opportunity) a kowane lokaci. Domin misaliample, AcmeJets wani asusu ne a cikin Salesforce, kuma ana tuntuɓar Sam da Morgan a cikin wannan asusun; zaku iya danganta taƙaitawar taronku zuwa AcmeJets, da kuma lambobin sadarwa guda biyu.
Da zarar kun haɗa taron 8 × 8 zuwa rikodin Salesforce, zaku iya samun damar cikakkun bayanai da albarkatu daga kalandar Salesforce ko daga aikace-aikacen Aiki na 8 × 8. Idan ana buƙata, Hakanan zaka iya cire haɗin taron 8 × 8 daga rikodin Salesforce.

Don haɗa taron 8 × 8 zuwa Salesforce:

1. A cikin Aiki 8×8, je zuwa Taro na Kwanan nan.
2. Zaɓi taro don buɗe shafinta na taƙaitawa.
3. Ƙarƙashin haɗin kai na Salesforce a cikin taƙaitawa, danna ko matsa Haɗin wannan taron don buɗe faɗakarwar neman bayanan Salesforce na ku.
4. Bincika a Salesforce record and, optionally, add notes about the meeting.
5. Danna ko danna mahaɗin wannan taron. Takaitaccen taro yanzu yana da alaƙa da rikodin Salesforce. 
6. Don haɗa bayanan Salesforce da yawa zuwa taro iri ɗaya, maimaita matakai 3 zuwa 5.
   Lura: Kowane rikodin da aka haɗa da wannan taron 8 × 8 yana haifar da ƙarin taron kalanda a cikin Salesforce. Domin misaliampLe, taron da ke da alaƙa da bayanan uku a cikin 8 × 8 Aiki ya bayyana azaman abubuwan kalanda guda uku na lokaci ɗaya a cikin Salesforce.

Don samun damar bayanan taro na 8 × 8 daga kalandarku na Salesforce:

1. Bude taron kalandar Salesforce da ke da alaƙa da taron 8 × 8:
   • Daga shafin rikodin Salesforce: Zaɓi abin da aka haɗa a cikin lissafin Ayyukan rikodi don buɗe shafin bayanan sa.
   • Daga kalandarku ta Salesforce: Zaɓi abin da aka haɗa a cikin kalandarku don buɗe shafin cikakkun bayanai.
2. Ƙarƙashin Bayanan Taro na 8 × 8 a cikin bayanan taron, zaku iya samun dama ga:
   • Jerin mahalarta da lokacin magana
   • Abubuwan da aka jawo daga taƙaitaccen taron 8 × 8, kamar tsawon lokacin taro, mahalarta, rikodin, taɗi da kwafin sauti, zabe, da bayanin kula
   • Rubutun da aka rubuta don rikodin Salesforce lokacin da aka haɗa taron 

Don buɗe taron kalanda na Salesforce daga haɗuwa 8 × 8 da aka haɗa: 

1. A cikin Aiki 8×8, je zuwa Taro na Kwanan nan.
2. Zaɓi taro don buɗe shafinta na taƙaitawa.
3. Kusa da rikodin Salesforce da aka haɗe a cikin taƙaitawa, danna View don buɗe shafin taron da aka ɗaure da rikodin a cikin Salesforce.

Don cire haɗin taron 8 × 8 daga abin Salesforce:

1. A cikin Aiki 8×8, je zuwa Taro na Kwanan nan.
2. Zaɓi taro don buɗe shafinta na taƙaitawa.
3. Kusa da haɗe-haɗe rikodin Salesforce da aka jera a cikin taƙaice, danna Unlink taron don cire haɗin rikodin.

Takardu / Albarkatu

goyan bayan 8x8 Haɗuwa Haɗuwa tare da Salesforce [pdf] Jagorar mai amfani 8x8 Haɗu da Haɗuwa tare da Salesforce, 8x8 Haɗuwa Haɗuwa, Haɗuwa Haɗuwa, Haɗuwa

Magana

• Manual mai amfani