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匯入 CRM Analytics 顯示面板的資料
匯入 Net Zero Cloud 的 CRM Analytics 顯示面板資料,以查看相關度量與洞察。

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匯入 Net Zero Cloud 的 CRM Analytics 顯示面板資料,以查看相關度量與洞察。
| 提供版本:啟用 Net Zero Cloud 的 Enterprise、 Professional、 Unlimited 及 Developer Edition |
若要開始使用,請使用精確的資料欄名稱和指定的資料欄順序建立必要的 .csv 檔案。當檔案準備就緒時,請使用 Net Zero 引導式設定流程來設定分析應用程式。在引導式設定流程期間,您會上載 .csv 檔案,然後應用程式會將度量新增至相關的顯示面板。如需詳細資訊,請參閱 上載 CSV 檔案以建立資料集。
如果在 .csv 檔案中發生錯誤,Salesforce 會取消資料上載。記錄失敗會顯示失敗原因並連結至「已接收文件」記錄。若要針對上載問題進行疑難排解,請查看已處理的記錄數目以及錯誤的詳細資料。解決錯誤後,請再次上載檔案。

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