{"id":10913,"date":"2025-08-25T18:11:18","date_gmt":"2025-08-25T09:11:18","guid":{"rendered":"https:\/\/quartet-communications.com\/dx\/?p=10913"},"modified":"2025-08-26T09:10:53","modified_gmt":"2025-08-26T00:10:53","slug":"%e3%80%90salesforce%e3%80%91%e3%83%aa%e3%83%bc%e3%83%89%e6%83%85%e5%a0%b1%e3%82%92%e5%8f%96%e5%bc%95%e5%85%88%e8%b2%ac%e4%bb%bb%e8%80%85%e3%81%b8%e6%ad%a3%e3%81%97%e3%81%8f%e5%bc%95%e3%81%8d%e7%b6%99","status":"publish","type":"post","link":"https:\/\/quartet-communications.com\/dx\/post-10913\/","title":{"rendered":"\u3010Salesforce\u3011\u30ea\u30fc\u30c9\u60c5\u5831\u3092\u53d6\u5f15\u5148\u8cac\u4efb\u8005\u3078\u6b63\u3057\u304f\u5f15\u304d\u7d99\u3050\u65b9\u6cd5"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">\u306f\u3058\u3081\u306b<\/h2>\n\n\n\n<p>Salesforce\u3067\u30ea\u30fc\u30c9\u304b\u3089\u53d6\u5f15\u5148\u8cac\u4efb\u8005\uff08\u30b3\u30f3\u30bf\u30af\u30c8\uff09\u3078\u306e\u5909\u63db\u3092\u884c\u3046\u969b\u3001\u9805\u76ee\u9593\u306e\u6b63\u78ba\u306a\u30c7\u30fc\u30bf\u9023\u643a\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002<br>\u9023\u643a\u304c\u9069\u5207\u306b\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u306a\u3044\u3068\u3001\u60c5\u5831\u306e\u6b20\u843d\u3084\u5165\u529b\u30df\u30b9\u3001\u91cd\u8907\u30c7\u30fc\u30bf\u3068\u3044\u3063\u305f\u904b\u7528\u4e0a\u306e\u30c8\u30e9\u30d6\u30eb\u304c\u767a\u751f\u3057\u304c\u3061\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001Salesforce\u4e0a\u3067\u30ea\u30fc\u30c9\u3068\u53d6\u5f15\u5148\u8cac\u4efb\u8005\u306e\u9805\u76ee\u9023\u643a\u3092\u6b63\u3057\u304f\u8a2d\u5b9a\u30fb\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u30dd\u30a4\u30f3\u30c8\u3084\u3001\u904b\u7528\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30ea\u30fc\u30c9\u3068\u53d6\u5f15\u5148\u8cac\u4efb\u8005\u306e\u95a2\u4fc2\u6027\u3068\u306f\uff1f<\/h2>\n\n\n\n<p>Salesforce\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u69cb\u9020\u306e\u57fa\u672c<\/p>\n\n\n\n<p>Salesforce\u3067\u306f\u3001\u898b\u8fbc\u307f\u5ba2\uff08\u30ea\u30fc\u30c9\uff09\u3092\u9867\u5ba2\u3068\u3057\u3066\u78ba\u5ea6\u304c\u9ad8\u307e\u3063\u305f\u6bb5\u968e\u3067\u3001\u300c\u53d6\u5f15\u5148\uff08Account\uff09\u300d\u300c\u53d6\u5f15\u5148\u8cac\u4efb\u8005\uff08Contact\uff09\u300d\u300c\u5546\u8ac7\uff08Opportunity\uff09\u300d\u3078\u3068\u5909\u63db\u3059\u308b\u69cb\u9020\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-crease\"><strong>\u30ea\u30fc\u30c9<\/strong>\uff1a\u6700\u521d\u306e\u898b\u8fbc\u307f\u5ba2\u60c5\u5831\uff08\u540d\u524d\u30fb\u4f1a\u793e\u540d\u30fb\u96fb\u8a71\u30fb\u30e1\u30fc\u30eb\u306a\u3069\uff09<br><strong>\u53d6\u5f15\u5148\u8cac\u4efb\u8005<\/strong>\uff1a\u500b\u4eba\u306e\u8a73\u7d30\u60c5\u5831\uff08\u9023\u7d61\u5148\u306a\u3069\uff09<br><strong>\u53d6\u5f15\u5148<\/strong>\uff1a\u4f01\u696d\u3084\u7d44\u7e54\u306e\u60c5\u5831<br><strong>\u5546\u8ac7<\/strong>\uff1a\u5b9f\u969b\u306e\u30d3\u30b8\u30cd\u30b9\u6a5f\u4f1a\u3092\u7ba1\u7406\u3059\u308b\u30aa\u30d6\u30b8\u30a7\u30af\u30c8<\/p>\n\n\n\n<p>\u5909\u63db\u306e\u969b\u306b\u306f\u3001\u30ea\u30fc\u30c9\u306e\u60c5\u5831\u304c\u81ea\u52d5\u7684\u306b\u53d6\u5f15\u5148\u8cac\u4efb\u8005\u306a\u3069\u3078\u5f15\u304d\u7d99\u304c\u308c\u307e\u3059\u304c\u3001\u305d\u306e\u969b\u306e\u300c\u9805\u76ee\u30de\u30c3\u30d4\u30f3\u30b0\u300d\u304c\u6b63\u78ba\u3067\u306a\u3051\u308c\u3070\u3001\u5fc5\u8981\u306a\u30c7\u30fc\u30bf\u304c\u79fb\u884c\u3055\u308c\u305a\u3001\u55b6\u696d\u6d3b\u52d5\u306b\u652f\u969c\u304c\u51fa\u308b\u6050\u308c\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u9805\u76ee\u9023\u643a\u306e\u57fa\u672c\u8a2d\u5b9a\u65b9\u6cd5<\/h2>\n\n\n\n<p>Salesforce\u306b\u306f\u3001\u30ea\u30fc\u30c9\u304b\u3089\u53d6\u5f15\u5148\u8cac\u4efb\u8005\u30fb\u53d6\u5f15\u5148\u30fb\u5546\u8ac7\u3078\u3068\u9805\u76ee\u3092\u81ea\u52d5\u3067\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u6a5f\u80fd\u304c\u5099\u308f\u3063\u3066\u3044\u307e\u3059\u3002\u8a2d\u5b9a\u624b\u9806\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\uff1a<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>[\u8a2d\u5b9a] > [\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u30de\u30cd\u30fc\u30b8\u30e3] > [\u30ea\u30fc\u30c9]<\/strong> \u3092\u958b\u304f<\/h3>\n\n\n\n<div class=\"wp-block-columns\">\n<div class=\"wp-block-column\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"483\" height=\"281\" src=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf1-1.png\" alt=\"\" class=\"wp-image-10915\" srcset=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf1-1.png 483w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf1-1-300x175.png 300w\" sizes=\"(max-width: 483px) 100vw, 483px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column\" style=\"flex-basis:66.66%\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"176\" src=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf2-1-1024x176.png\" alt=\"\" class=\"wp-image-10916\" srcset=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf2-1-1024x176.png 1024w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf2-1-300x51.png 300w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf2-1-768x132.png 768w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf2-1-1536x263.png 1536w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf2-1.png 1901w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>[\u9805\u76ee\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3] > [\u9805\u76ee\u306e\u30de\u30c3\u30d4\u30f3\u30b0]<\/strong> \u3092\u9078\u629e<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"173\" src=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf3-1-1024x173.png\" alt=\"\" class=\"wp-image-10917\" srcset=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf3-1-1024x173.png 1024w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf3-1-300x51.png 300w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf3-1-768x130.png 768w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf3-1-1536x259.png 1536w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf3-1.png 1903w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u5bfe\u5fdc\u3059\u308b\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\uff08\u53d6\u5f15\u5148\u30fb\u53d6\u5f15\u5148\u8cac\u4efb\u8005\u30fb\u5546\u8ac7\uff09\u3068\u306e\u9805\u76ee\u5bfe\u5fdc\u3092\u8a2d\u5b9a<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"386\" src=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf4-1024x386.png\" alt=\"\" class=\"wp-image-10918\" srcset=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf4-1024x386.png 1024w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf4-300x113.png 300w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf4-768x290.png 768w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2025\/08\/\u753b\u50cf4.png 1326w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>\u6a19\u6e96\u9805\u76ee\u306b\u3064\u3044\u3066\u306f\u591a\u304f\u304c\u30c7\u30d5\u30a9\u30eb\u30c8\u3067\u30de\u30c3\u30d4\u30f3\u30b0\u3055\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u30ab\u30b9\u30bf\u30e0\u9805\u76ee\u3092\u4f7f\u7528\u3059\u308b\u5834\u5408\u306f\u624b\u52d5\u3067\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u304c\u5fc5\u8981\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30ab\u30b9\u30bf\u30e0\u9805\u76ee\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u6642\u306e\u6ce8\u610f\u70b9<\/h2>\n\n\n\n<p>Salesforce\u7ba1\u7406\u8005\u3084\u30e6\u30fc\u30b6\u30fc\u304c\u76f4\u9762\u3057\u304c\u3061\u306a\u9805\u76ee\u9023\u643a\u306b\u95a2\u3059\u308b\u8ab2\u984c\u3068\u5bfe\u51e6\u6cd5\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-icon_bad\"><strong>\u81ea\u52d5\u51e6\u7406\u3068\u306e\u7af6\u5408<\/strong>\uff08\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30d7\u30ed\u30bb\u30b9\u30d3\u30eb\u30c0\u30fc\u306a\u3069\uff09<br>\u2192 \u30ea\u30fc\u30c9\u5909\u63db\u6642\u306e\u52d5\u4f5c\u3092\u30d5\u30ed\u30fc\u3084\u30d7\u30ed\u30bb\u30b9\u3067\u78ba\u8a8d\u3057\u3001\u30c8\u30ea\u30ac\u30fc\u306e\u9806\u5e8f\u3092\u898b\u76f4\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-icon_bad\"><strong>\u30de\u30c3\u30d4\u30f3\u30b0\u3067\u304d\u306a\u3044\u9805\u76ee\u304c\u3042\u308b<\/strong><br>\u2192 \u9805\u76ee\u30bf\u30a4\u30d7\u3092\u518d\u78ba\u8a8d\u3057\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u30d5\u30a3\u30fc\u30eb\u30c9\u30bf\u30a4\u30d7\u3092\u5909\u66f4\u3002<\/p>\n\n\n\n<p class=\"is-style-icon_bad\"><strong>\u5909\u63db\u6642\u306b\u4e00\u90e8\u306e\u30c7\u30fc\u30bf\u304c\u6b20\u843d\u3059\u308b<\/strong><br>\u2192 \u30de\u30c3\u30d4\u30f3\u30b0\u8a2d\u5b9a\u304c\u6b63\u3057\u3044\u304b\u3001\u9805\u76ee\u304c\u7a7a\u767d\u3067\u306a\u3044\u304b\u3092\u78ba\u8a8d\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u904b\u7528\u3092\u52b9\u7387\u5316\u3059\u308b\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h2>\n\n\n\n<p>\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u5bfe\u7b56\u3092\u8b1b\u3058\u308b\u3053\u3068\u3067\u3001\u9805\u76ee\u9023\u643a\u306e\u54c1\u8cea\u3092\u9ad8\u304f\u4fdd\u3061\u3001\u65e5\u3005\u306e\u904b\u7528\u3092\u30b9\u30e0\u30fc\u30ba\u306b\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-icon_good\"><strong>\u5b9a\u671f\u7684\u306a\u30d5\u30a3\u30fc\u30eb\u30c9\u30ec\u30d3\u30e5\u30fc\u306e\u5b9f\u65bd<\/strong><br>\u2192 \u4e0d\u8981\u306a\u9805\u76ee\u306e\u524a\u9664\u3001\u547d\u540d\u30eb\u30fc\u30eb\u306e\u7d71\u4e00\u3092\u884c\u3046\u3053\u3068\u3067\u6df7\u4e71\u3092\u9632\u6b62\u3002<\/p>\n\n\n\n<p class=\"is-style-icon_good\"><strong>\u30ea\u30fc\u30c9\u5909\u63db\u6642\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u6574\u5099<\/strong><br>\u2192 \u9805\u76ee\u306e\u521d\u671f\u5024\u3084\u5fc5\u8981\u5165\u529b\u9805\u76ee\u3092\u660e\u78ba\u5316\u3057\u3001\u6a19\u6e96\u5316\u3092\u56f3\u308b\u3002<\/p>\n\n\n\n<p class=\"is-style-icon_good\"><strong>\u30e6\u30fc\u30b6\u30fc\u6559\u80b2\u306e\u5f37\u5316<\/strong><br>\u5909\u63db\u6642\u306e\u6ce8\u610f\u70b9\u3084\u3001\u3069\u306e\u60c5\u5831\u304c\u3069\u3053\u306b\u5f15\u304d\u7d99\u304c\u308c\u308b\u306e\u304b\u3092\u5553\u8499\u3002<\/p>\n\n\n\n<p 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class=\"wp-block-heading\">\u95a2\u9023\u8a18\u4e8b<\/h2>\n\n\n<div class=\"swell-block-postLink\">\t\t\t<div class=\"p-blogCard -internal\" data-type=\"type1\" data-onclick=\"clickLink\">\n\t\t\t\t<div class=\"p-blogCard__inner\">\n\t\t\t\t\t<span class=\"p-blogCard__caption\">\u3042\u308f\u305b\u3066\u8aad\u307f\u305f\u3044<\/span>\n\t\t\t\t\t<div class=\"p-blogCard__thumb c-postThumb\"><figure class=\"c-postThumb__figure\"><img decoding=\"async\" src=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2023\/11\/DXBlog_thumbnail-1-1-300x169.png\" alt=\"\" class=\"c-postThumb__img u-obf-cover\" width=\"320\" height=\"180\"><\/figure><\/div>\t\t\t\t\t<div class=\"p-blogCard__body\">\n\t\t\t\t\t\t<a class=\"p-blogCard__title\" href=\"https:\/\/quartet-communications.com\/dx\/post-4250\/\" target=\"_blank\" rel=\"noopener noreferrer\">\u3010Account Emgagement\u3011\u30ea\u30fc\u30c9\u307e\u305f\u306f\u53d6\u5f15\u5148\u8cac\u4efb\u8005\u304b\u3089\u30d7\u30ed\u30b9\u30da\u30af\u30c8\u3092\u4f5c\u6210\u3059\u308b<\/a>\n\t\t\t\t\t\t<span class=\"p-blogCard__excerpt\">\u30ea\u30fc\u30c9\u304b\u3089\u30d7\u30ed\u30b9\u30da\u30af\u30c8\uff08\u898b\u8fbc\u307f\u5ba2\uff09\u306e\u30ec\u30b3\u30fc\u30c9\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3082\u51fa\u6765\u308b\u3093\u3067\u3059\uff01\u4eca\u56de\u306f\u30ea\u30fc\u30c9\u304b\u3089\u30d7\u30ed\u30b9\u30da\u30af\u30c8\u3092\u4f5c\u6210\u3059\u308b\u65b9\u6cd5\u306b\u3064\u3044\u3066\u30b7\u30a7\u30a2\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002 \u4e8b\u524d\u6e96&#8230;<\/span>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n<div class=\"swell-block-postLink\">\t\t\t<div class=\"p-blogCard -internal\" data-type=\"type1\" data-onclick=\"clickLink\">\n\t\t\t\t<div class=\"p-blogCard__inner\">\n\t\t\t\t\t<span class=\"p-blogCard__caption\">\u3042\u308f\u305b\u3066\u8aad\u307f\u305f\u3044<\/span>\n\t\t\t\t\t<div class=\"p-blogCard__thumb c-postThumb\"><figure class=\"c-postThumb__figure\"><img decoding=\"async\" src=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/RelationSalesforce-300x169.jpg\" alt=\"\" class=\"c-postThumb__img u-obf-cover\" width=\"320\" height=\"180\"><\/figure><\/div>\t\t\t\t\t<div class=\"p-blogCard__body\">\n\t\t\t\t\t\t<a class=\"p-blogCard__title\" href=\"https:\/\/quartet-communications.com\/dx\/post-6178\/\">Salesforce\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u69cb\u9020\u3092\u7406\u89e3\u3057\u3088\u3046\uff01\u6210\u529f\u4f8b\u3068\u5931\u6557\u4f8b\u3092\u4ea4\u3048\u3066\u89e3\u8aac<\/a>\n\t\t\t\t\t\t<span class=\"p-blogCard__excerpt\">\u306f\u3058\u3081\u306b 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[&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":10920,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"swell_btn_cv_data":"","footnotes":""},"categories":[7],"tags":[6,5,2,8,10],"class_list":["post-10913","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog-sf","tag-crm","tag-dx","tag-sfa","tag-tips","tag-10"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u3010Salesforce\u3011\u30ea\u30fc\u30c9\u60c5\u5831\u3092\u53d6\u5f15\u5148\u8cac\u4efb\u8005\u3078\u6b63\u3057\u304f\u5f15\u304d\u7d99\u3050\u65b9\u6cd5 - \u30a6\u30a7\u30d6\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u4f1a\u793e\u306b\u3088\u308bSalesforce\u5c0e\u5165\u652f\u63f4\uff06\u6d3b\u7528\u652f\u63f4<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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