{"id":18844,"date":"2026-10-27T03:09:05","date_gmt":"2026-10-26T19:09:05","guid":{"rendered":"https:\/\/www.xiaobuwq.com\/blog\/custom-visit-actions-fields-customer-visit-management-system"},"modified":"2026-10-27T03:09:05","modified_gmt":"2026-10-26T19:09:05","slug":"custom-visit-actions-fields-customer-visit-management-system","status":"publish","type":"post","link":"https:\/\/www.xiaobuwq.com\/blog\/custom-visit-actions-fields-customer-visit-management-system","title":{"rendered":"\u62dc\u8bbf\u52a8\u4f5c\u548c\u5b57\u6bb5\u80fd\u81ea\u5df1\u914d\u5417\uff1f\u5ba2\u6237\u62dc\u8bbf\u7ba1\u7406\u7cfb\u7edf\u652f\u6301\u5f00\u5173\u548c\u6539\u540d"},"content":{"rendered":"<p>Salesforce 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href=\"https:\/\/www.xiaobuwq.com\/blog\/customer-visit-process-configurable-actions-guide\">\u5ba2\u6237\u62dc\u8bbf\u6d41\u7a0b\u4e2d\u62dc\u8bbf\u52a8\u4f5c\u662f\u5426\u53ef\u914d\u7f6e\u7684\u64cd\u4f5c\u8bf4\u660e<\/a>\u3002<\/p>\n<h2>\u4e09\u3001\u52a8\u4f5c\u3001\u540d\u79f0\u548c\u5b57\u6bb5\uff0c\u5177\u4f53\u600e\u4e48\u914d<\/h2>\n<p>\u62dc\u8bbf\u52a8\u4f5c\u914d\u7f6e\u5206\u4e09\u6b65\uff0c\u52a8\u4f5c\u5f00\u5173\u3001\u540d\u79f0\u548c\u5b57\u6bb5\u3001\u6309\u5c97\u4f4d\u663e\u793a\u3002\u4e0b\u9762\u7528\u4e09\u5f20\u793a\u610f\u56fe\u5206\u5f00\u8bf4\u660e\u3002<\/p>\n<h3>1\u3001\u52a8\u4f5c\u5f00\u5173\u600e\u4e48\u8bbe<\/h3>\n<p>\u5728\u540e\u53f0\u6309\u6d41\u7a0b\u914d\u7f6e\u52a8\u4f5c\u5f00\u5173\u3002\u4e00\u6b21\u62dc\u8bbf\u5fc5\u987b\u5b8c\u6210\u7684\u52a8\u4f5c\u8bbe\u4e3a\u5fc5\u505a\uff0c\u8f85\u52a9\u52a8\u4f5c\u8bbe\u4e3a\u9009\u505a\uff0c\u4e0e\u4e1a\u52a1\u65e0\u5173\u7684\u52a8\u4f5c\u76f4\u63a5\u5173\u95ed\u3002\u5f00\u5173\u8981\u6309\u5ba2\u6237\u7c7b\u578b\u548c\u62dc\u8bbf\u76ee\u6807\u5b9a\uff0c\u907f\u514d\u51ed\u611f\u89c9\u3002<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.xiaobuwq.com\/blog\/wp-content\/uploads\/2026\/10\/d3cf9edc86df450708505e1be9c5e678.jpg\" alt=\"\u540e\u53f0\u914d\u7f6e\u62dc\u8bbf\u52a8\u4f5c\u5f00\u5173\uff0c\u53f3\u4fa7\u624b\u673a\u9884\u89c8\u5df2\u542f\u7528\u52a8\u4f5c\" \/><\/p>\n<p>\u56fe1 \u52a8\u4f5c\u5f00\u5173\u51b3\u5b9a\u4e00\u6b21\u62dc\u8bbf\u8981\u6267\u884c\u54ea\u4e9b\u52a8\u4f5c\u3002<\/p>\n<h3>2\u3001\u540d\u79f0\u548c\u5b57\u6bb5\u600e\u4e48\u6539<\/h3>\n<p>\u6539\u540d\u662f\u914d\u7f6e\u91cc\u6700\u5bb9\u6613\u505a\u3001\u4e5f\u6700\u5bb9\u6613\u505a\u4e71\u7684\u4e00\u6b65\u3002\u6539\u540d\u7684\u76ee\u7684\uff0c\u662f\u8ba9\u4e00\u7ebf\u7528\u81ea\u5df1\u719f\u6089\u7684\u8bcd\u586b\u5199\u3002\u6bcf\u4e2a\u56e2\u961f\u7684\u4e60\u60ef\u4e0d\u5fc5\u90fd\u642c\u8fdb\u7cfb\u7edf\u3002<\/p>\n<p>\u6bd4\u8f83\u7a33\u59a5\u7684\u505a\u6cd5\uff0c\u662f\u4e00\u4e2a\u4e1a\u52a1\u6982\u5ff5\u53ea\u4fdd\u7559\u4e00\u4e2a\u540d\u79f0\u3002\u6bd4\u5982\u9648\u5217\u68c0\u67e5\u5728\u95e8\u5e97\u56e2\u961f\u53eb\u6392\u9762\u68c0\u67e5\uff0c\u5c31\u7edf\u4e00\u6539\u6210\u6392\u9762\u68c0\u67e5\u3002\u7ade\u54c1\u4e0a\u62a5\u5728\u7ecf\u9500\u56e2\u961f\u53eb\u7ade\u54c1\u52a8\u6001\uff0c\u5c31\u7edf\u4e00\u53eb\u7ade\u54c1\u52a8\u6001\u3002\u4e0d\u8981\u540c\u4e00\u5f20\u8868\u91cc\u65e2\u6709\u9648\u5217\u53c8\u6709\u6392\u9762\uff0c\u62a5\u8868\u6c47\u603b\u65f6\u4f1a\u51fa\u73b0\u4e24\u4e2a\u53e3\u5f84\u3002<\/p>\n<table>\n<thead>\n<tr>\n<th>\u7cfb\u7edf\u52a8\u4f5c<\/th>\n<th>\u53ef\u6539\u6210\u7684\u4e1a\u52a1\u53eb\u6cd5<\/th>\n<th>\u6ce8\u610f\u70b9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u9648\u5217\u68c0\u67e5<\/td>\n<td>\u6392\u9762\u68c0\u67e5\u3001\u9648\u5217\u5f97\u5206<\/td>\n<td>\u5168\u516c\u53f8\u7edf\u4e00\u4e00\u4e2a\u53eb\u6cd5<\/td>\n<\/tr>\n<tr>\n<td>\u7ade\u54c1\u4e0a\u62a5<\/td>\n<td>\u7ade\u54c1\u52a8\u6001\u3001\u7ade\u54c1\u4ef7\u683c<\/td>\n<td>\u5199\u6e05\u8bb0\u5f55\u7684\u662f\u4ef7\u683c\u8fd8\u662f\u6d3b\u52a8<\/td>\n<\/tr>\n<tr>\n<td>\u8ba2\u5355\u4e0a\u62a5<\/td>\n<td>\u8ba2\u8d27\u9700\u6c42\u3001\u8981\u8d27\u5355<\/td>\n<td>\u4e0e\u540e\u7aef\u8ba2\u5355\u53e3\u5f84\u5bf9\u9f50<\/td>\n<\/tr>\n<tr>\n<td>\u5e93\u5b58<\/td>\n<td>\u95e8\u5e97\u5e93\u5b58\u3001\u4ed3\u5e93\u5e93\u5b58<\/td>\n<td>\u660e\u786e\u7edf\u8ba1\u5bf9\u8c61<\/td>\n<\/tr>\n<tr>\n<td>\u56de\u6b3e<\/td>\n<td>\u7ec8\u7aef\u56de\u6b3e\u3001\u5ba2\u6237\u56de\u6b3e<\/td>\n<td>\u660e\u786e\u91d1\u989d\u548c\u65f6\u95f4<\/td>\n<\/tr>\n<tr>\n<td>\u62dc\u8bbf\u603b\u7ed3<\/td>\n<td>\u672c\u6b21\u8ddf\u8fdb\u8bb0\u5f55<\/td>\n<td>\u7edf\u4e00\u5199\u8ddf\u8fdb\u7ed3\u679c\u548c\u4e0b\u4e00\u6b65<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u5b57\u6bb5\u81ea\u5b9a\u4e49\u7684\u539f\u5219\u662f\u5c11\u800c\u51c6\u3002\u7ba1\u7406\u8005\u771f\u6b63\u8981\u62ff\u6765\u5224\u65ad\u7684\u52a8\u4f5c\uff0c\u4fdd\u7559\u5b57\u6bb5\u3002\u53ea\u7528\u4e8e\u5b58\u6863\u7684\u4fe1\u606f\uff0c\u653e\u8fdb\u62dc\u8bbf\u603b\u7ed3\u6216\u5907\u6ce8\u3002\u8868\u683c\u5b57\u6bb5\u591a\u6761\u660e\u7ec6\u9002\u5408\u8ba2\u5355\u3001\u5e93\u5b58\u8fd9\u7c7b\u4e00\u884c\u88c5\u4e0d\u4e0b\u7684\u5185\u5bb9\uff0c\u6309\u5546\u54c1\u9010\u6761\u586b\u5199\uff0c\u6bd4\u585e\u8fdb\u4e00\u4e2a\u957f\u6587\u672c\u6846\u66f4\u597d\u6838\u5bf9\u3002<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.xiaobuwq.com\/blog\/wp-content\/uploads\/2026\/10\/176df2b6f2bdf2a8e67fb8beec88f3e4.jpg\" alt=\"\u5b57\u6bb5\u5361\u7247\u901a\u8fc7\u6807\u7b7e\u6539\u540d\u5e76\u62d6\u5165\u624b\u673a\u9884\u89c8\" \/><\/p>\n<p>\u56fe2 \u5b57\u6bb5\u6539\u540d\u540e\uff0c\u624b\u673a\u7aef\u548c\u540e\u53f0\u7684\u540d\u79f0\u8981\u540c\u6b65\u3002<\/p>\n<p>\u6539\u540d\u540e\uff0c\u62a5\u8868\u6807\u9898\u548c\u5b57\u6bb5\u53e3\u5f84\u8981\u540c\u6b65\u8c03\u6574\u3002\u591a\u4e2a\u56e2\u961f\u5404\u53eb\u4e00\u5957\uff0c\u6c47\u603b\u65f6\u5c31\u4f1a\u51fa\u73b0\u540c\u4e49\u4e0d\u540c\u540d\u3002\u5b8c\u6574\u7684\u914d\u7f6e\u6b65\u9aa4\u53ef\u53c2\u8003<a href=\"https:\/\/www.xiaobuwq.com\/blog\/visit-management-system-customization-guide-settings\">\u62dc\u8bbf\u7ba1\u7406\u7cfb\u7edf\u81ea\u5b9a\u4e49\u914d\u7f6e\u7684\u8bf4\u660e<\/a>\u3002<\/p>\n<h3>3\u3001\u6309\u5c97\u4f4d\u663e\u793a\u600e\u4e48\u914d<\/h3>\n<p>\u5b57\u6bb5\u4e0e\u5217\u8868\u663e\u793a\u53ef\u4ee5\u6309\u5c97\u4f4d\u914d\u7f6e\u3002\u540c\u4e00\u6b21\u62dc\u8bbf\uff0c\u7763\u5bfc\u770b\u5230\u7684\u68c0\u67e5\u9879\u53ef\u4ee5\u6bd4\u4e1a\u52a1\u5458\u66f4\u7ec6\uff0c\u4e24\u8fb9\u586b\u7684\u6570\u636e\u4ecd\u8fdb\u5165\u540c\u4e00\u5957\u8bb0\u5f55\u3002<\/p>\n<p>\u7763\u5bfc\u9700\u8981\u770b\u68c0\u67e5\u9879\u3001\u5f02\u5e38\u548c\u7167\u7247\uff0c\u4e1a\u52a1\u5458\u9700\u8981\u770b\u4eca\u5929\u53bb\u54ea\u51e0\u5bb6\u3001\u8981\u586b\u4ec0\u4e48\uff0c\u5185\u52e4\u9700\u8981\u770b\u8ba2\u5355\u548c\u56de\u6b3e\u3002\u6309\u5c97\u4f4d\u914d\u7f6e\u663e\u793a\uff0c\u80fd\u628a\u8fd9\u4e9b\u5185\u5bb9\u5206\u5f00\uff0c\u907f\u514d\u6240\u6709\u4eba\u9762\u5bf9\u540c\u4e00\u5f20\u957f\u8868\u5355\u3002<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.xiaobuwq.com\/blog\/wp-content\/uploads\/2026\/10\/efb8daf79b51bf5628915e714f9df461.jpg\" alt=\"\u4e09\u90e8\u624b\u673a\u5c55\u793a\u7763\u5bfc\u3001\u4e1a\u52a1\u5458\u548c\u5185\u52e4\u7684\u4e0d\u540c\u89c6\u56fe\" \/><\/p>\n<p>\u56fe3 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href=\"https:\/\/www.xiaobuwq.com\/blog\/chain-store-inspection-standards-app\">\u8fde\u9501\u603b\u90e8\u628a\u5de1\u68c0\u6807\u51c6\u4e0b\u53d1\u5230\u95e8\u5e97\u7684\u505a\u6cd5<\/a>\u3002<\/p>\n<h2>\u4e94\u3001\u4e0a\u7ebf\u987a\u5e8f\u5bf9\u4e86\uff0c\u914d\u7f6e\u624d\u4e0d\u4f1a\u53cd\u590d\u6539<\/h2>\n<p>\u914d\u7f6e\u8981\u628a\u7ba1\u7406\u89c4\u5219\u7ffb\u8bd1\u6210\u4e00\u7ebf\u80fd\u6267\u884c\u7684\u52a8\u4f5c\uff0c\u540e\u53f0\u586b\u5f97\u6ee1\uff0c\u914d\u7f6e\u672a\u5fc5\u6709\u6548\u3002\u4e0a\u7ebf\u53ef\u4ee5\u6309\u4e0b\u9762\u8fd9\u4e2a\u987a\u5e8f\u8d70\u3002<\/p>\n<ol>\n<li>\u76d8\u6e05\u73b0\u6709\u586b\u62a5\u9879\u3002\u628a\u7eb8\u8d28\u8868\u3001Excel\u548c\u804a\u5929\u8bb0\u5f55\u91cc\u7684\u5b57\u6bb5\u5217\u51fa\u6765\uff0c\u5220\u6389\u6ca1\u4eba\u770b\u7684\u9879\u3002<\/li>\n<li>\u5b9a\u5fc5\u505a\u52a8\u4f5c\u3002\u53ea\u4fdd\u7559\u5f71\u54cd\u590d\u76d8\u548c\u8003\u6838\u7684\u52a8\u4f5c\uff0c\u5176\u4ed6\u5148\u8bbe\u4e3a\u9009\u505a\u6216\u5173\u95ed\u3002<\/li>\n<li>\u5efa\u4e24\u5230\u4e09\u5957\u6d41\u7a0b\u3002\u6309\u5ba2\u6237\u8303\u56f4\u548c\u4eba\u5458\u8303\u56f4\u5339\u914d\uff0c\u4e0d\u8981\u4e00\u5f00\u59cb\u5c31\u4e3a\u6bcf\u4e2a\u56e2\u961f\u5efa\u4e00\u5957\u3002\u8ba1\u5212\u4e5f\u8981\u4e00\u8d77\u914d\u65f6\uff0c\u53ef\u53c2\u8003<a 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