在此培训视频中，您将学习如何在 Salesforce 中创建示例请求，为传统 SAP 流程提供流畅且独立的替代方案。从您的 Salesforce 仪表板开始，我们将逐步指导您导航到商机、选择产品以及使用预定义模板创建新的样品订单。您将了解如何查看和保存您的草稿订单，然后提交以供批准。该视频根据您的用户资料和订单价值解释了自动审批工作流程，确保合规性和控制。一旦获得批准，Salesforce 就会无缝创建相应的 SAP 订单并将其链接回以实现完全可见性。这份易于遵循的指南有助于简化您的销售运营并提高效率。感谢您的观看！
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Discover how Salesforce AI Agentforce can transform your sales process by providing instant, clear summaries of your client accounts. This quick training video shows you how to save time and work smarter by getting a concise overview of your client's history, opportunities, recent interactions, and
Discover how AI Agentforce in Salesforce can transform the way you prepare for client meetings! This quick training shows you how to effortlessly summarize multiple visit reports for any account in seconds. Instead of manually opening each report, simply use Agentforce to scan and analyze all releva
