
使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
在執行中的應用程式中呈現顯示面板來直接從 CRM Analytics 中進行會議。使用顯示面板,而非靜態影像的投影片,您可以即時存取資料,並能展示動態視覺效果。
| 適用於 Salesforce Classic 與 Lightning Experience。 |
| CRM Analytics 隨附 (以下版本需額外付費取得 CRM Analytics:Enterprise、Performance 與 Unlimited Edition)。亦適用於 Developer Edition。 |
| 需要的使用者權限 | |
|---|---|
| 從 CRM Analytics 進行簡報: | 「使用 CRM Analytics」權限 |
按一下執行中應用程式或顯示面板控制列中的「全螢幕」圖示 (
) 以開始簡報。
在簡報期間,您可以使用所有的 CRM Analytics 功能,例如篩選、多面向化動作及探索透鏡。此外,簡報也有一個控制列。您可在顯示面板中具有註解的摘要中共用、設定通知及協同合作。
若要移至其他顯示面板或透鏡,請按一下標題旁的
開啟瀏覽清單並選取要呈現的下一個資產。

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