您位於此處:
將公司帳戶轉換為個人帳戶
將公司帳戶轉換為個人帳戶並不容易,但可以這麼做。
若要完成轉換,您需要匯出包含要轉換帳戶和連絡人的檔案、手動變更某些資料,然後將其匯入回 Salesforce。您也可以使用類似的程序將個人帳戶轉換為公司帳戶。
- 準備公司帳戶轉換為個人帳戶
轉換帳戶或連絡人需要下列條件。 - 將公司帳戶轉換為個人帳戶的考量事項
將公司帳戶轉換為個人帳戶之前,請先考量下列事項。 - 將公司帳戶轉換為個人帳戶
使用資料匯出和匯入工具,將公司帳戶和相關聯的連絡人轉換為個人帳戶。

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。
您位於此處:
將公司帳戶轉換為個人帳戶並不容易,但可以這麼做。
若要完成轉換,您需要匯出包含要轉換帳戶和連絡人的檔案、手動變更某些資料,然後將其匯入回 Salesforce。您也可以使用類似的程序將個人帳戶轉換為公司帳戶。

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