设计每个仪表板，以便受众无需离开 Salesforce 即可处理他们看到的内容。
将每个操作映射到监控-调查-操作流中的步骤。请参阅为受众设计：角色和调查路径。
例如，在业务机会仪表板上，添加直接从行更新阶段字段的表格操作，而不是要求用户离开仪表板，或者添加启动流以计划后续任务的操作按钮。
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.