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导入 CRM Analytics 仪表板的数据
为 Net Zero Cloud 的 CRM Analytics 仪表板导入数据,以查看相关度量和见解。

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为 Net Zero Cloud 的 CRM Analytics 仪表板导入数据,以查看相关度量和见解。
| 适用于:启用了 Net Zero Cloud 的 Enterprise、Professional、Unlimited 和 Developer Edition |
要开始,请创建具有精确列名称和指定列顺序的必要 .csv 文件。在文件准备就绪时,使用 Net Zero 指导设置流,设置 Analytics 应用程序。在指导设置过程中,您将上传 .csv 文件,然后应用程序会将度量添加到相关仪表板。有关更多信息,请查看上传 CSV 文件创建数据集。
如果 .csv 文件中存在错误,Salesforce 将取消数据上传。带有失败原因的失败记录将链接到收到的文档记录。要解决上传问题,请查看已处理的记录数量和错误详细信息。解决错误后,再次上传文件。

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