{"id":6484,"date":"2024-09-20T08:52:20","date_gmt":"2024-09-19T23:52:20","guid":{"rendered":"https:\/\/quartet-communications.com\/dx\/?p=6484"},"modified":"2025-07-09T17:18:57","modified_gmt":"2025-07-09T08:18:57","slug":"%e3%80%90salesforce%e3%80%91%e3%83%ac%e3%83%9d%e3%83%bc%e3%83%88%e6%a9%9f%e8%83%bd%e3%81%ae%e6%a6%82%e8%a6%81","status":"publish","type":"post","link":"https:\/\/quartet-communications.com\/dx\/post-6484\/","title":{"rendered":"\u3010Salesforce\u3011\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u306e\u6982\u8981"},"content":{"rendered":"\n<p>Salesforce\u306f\u3001\u9867\u5ba2\u60c5\u5831\u3084\u55b6\u696d\u6d3b\u52d5\u306e\u30c7\u30fc\u30bf\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3067\u304d\u308bCRM\uff08\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff09\u30b7\u30b9\u30c6\u30e0\u3067\u3059\u3002<br>\u305d\u306e\u4e2d\u3067\u3082\u3001\u300c\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u300d\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u6d3b\u7528\u3067\u304d\u308b\u91cd\u8981\u306a\u30c4\u30fc\u30eb\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br>\u672c\u8a18\u4e8b\u306f\u3001Salesforce\u306e\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u306b\u3064\u3044\u3066\u308f\u304b\u308a\u3084\u3059\u304f\u89e3\u8aac\u3057\u3001\u8aad\u3093\u3067\u304f\u3060\u3055\u3063\u305f\u65b9\u306b\u3068\u3063\u3066\u3001\u4eca\u5f8c\u6d3b\u7528\u3059\u308b\u969b\u306e\u30a4\u30e1\u30fc\u30b8\u304c\u3057\u3084\u3059\u304f\u306a\u308b\u3053\u3068\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 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class=\"wp-block-heading\"><strong><strong>\u8868\u5f62\u5f0f\u30ec\u30dd\u30fc\u30c8<\/strong><\/strong><\/h3>\n\n\n\n<p>\u30c7\u30fc\u30bf\u3092Excel\u306e\u3088\u3046\u306b\u884c\u3068\u5217\u306b\u8868\u793a\u3057\u3001\u6700\u3082\u30b7\u30f3\u30d7\u30eb\u306a\u30ec\u30dd\u30fc\u30c8\u5f62\u5f0f\u3067\u3059\u3002\u8907\u96d1\u306a\u96c6\u8a08\u3092\u5fc5\u8981\u3068\u3057\u306a\u3044\u5834\u5408\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"537\" src=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image10-1024x537.jpg\" alt=\"\" class=\"wp-image-6522\" srcset=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image10-1024x537.jpg 1024w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image10-300x157.jpg 300w, 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src=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image9-2-1024x530.jpg\" alt=\"\" class=\"wp-image-6521\" style=\"width:828px;height:auto\" srcset=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image9-2-1024x530.jpg 1024w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image9-2-300x155.jpg 300w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image9-2-768x397.jpg 768w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image9-2.jpg 1430w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 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mark_blue\">\u30ec\u30dd\u30fc\u30c8\u30b9\u30ca\u30c3\u30d7\u30b7\u30e7\u30c3\u30c8<\/span><\/span><\/strong><br>\u6307\u5b9a\u3057\u305f\u30ec\u30dd\u30fc\u30c8\u306e\u30c7\u30fc\u30bf\u3092\u5b9a\u671f\u7684\u306b\u4fdd\u5b58\u3057\u3001\u305d\u306e\u6642\u70b9\u3067\u306e\u30c7\u30fc\u30bf\u3092\u5f8c\u304b\u3089\u53c2\u7167\u3067\u304d\u308b\u6a5f\u80fd\u3067\u3059\u3002\u3053\u306e\u6a5f\u80fd\u3092\u6d3b\u304b\u305b\u3070\u3001\u904e\u53bb\u306e\u30c7\u30fc\u30bf\u306e\u5909\u5316\u3084\u50be\u5411\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u6642\u9593\u306e\u7d4c\u904e\u306b\u3088\u308b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u6539\u5584\u3084\u5909\u52d5\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u3053\u307e\u3067\u3001\u30ec\u30dd\u30fc\u30c8\u306e\u6982\u8981\u3092\u304a\u4f1d\u3048\u3057\u3066\u304d\u307e\u3057\u305f\u3002<br>\u6b21\u306e\u7ae0\u304b\u3089\u306f\u3001\u99b4\u67d3\u304c\u3042\u307e\u308a\u306a\u3044\u65b9\u306b\u3068\u3063\u3066\u30ec\u30dd\u30fc\u30c8\u3068\u306e\u4f7f\u3044\u5206\u3051\u304c\u5206\u304b\u308a\u3065\u3089\u3044\u300c\u30ea\u30b9\u30c8\u30d3\u30e5\u30fc\u306b\u3064\u3044\u3066\u300d\u3001\u305d\u3057\u3066\u30ec\u30dd\u30fc\u30c8\u3068\u3042\u308f\u305b\u3066\u7528\u3044\u3089\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u300c\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u3064\u3044\u3066\u300d\u89e6\u308c\u3066\u3044\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30ea\u30b9\u30c8\u30d3\u30e5\u30fc\u3068\u30ec\u30dd\u30fc\u30c8\u3068\u306e\u9055\u3044\u3001\u4f7f\u3044\u5206\u3051<\/h2>\n\n\n\n<p>Salesforce\u306b\u306f\u3001\u30c7\u30fc\u30bf\u3092\u53ef\u8996\u5316\u3059\u308b\u305f\u3081\u306e\u300c\u30ea\u30b9\u30c8\u30d3\u30e5\u30fc\u300d\u3068\u300c\u30ec\u30dd\u30fc\u30c8\u300d\u306e2\u3064\u306e\u6a5f\u80fd\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u76ee\u7684\u306b\u5fdc\u3058\u3066\u4f7f\u3044\u5206\u3051\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u308c\u305e\u308c\u306e\u9055\u3044\u3068\u9069\u3057\u305f\u30bf\u30a4\u30df\u30f3\u30b0\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ea\u30b9\u30c8\u30d3\u30e5\u30fc\u3068\u306f\uff1f<\/h3>\n\n\n\n<p>\u30ea\u30b9\u30c8\u30d3\u30e5\u30fc\u306f\u3001\u5358\u4e00\u306e\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\uff08\u4f8b\uff1a\u53d6\u5f15\u5148\u3001\u5546\u8ac7\u306a\u3069\uff09\u306b\u542b\u307e\u308c\u308b\u8907\u6570\u306e\u30ec\u30b3\u30fc\u30c9\u3092\u3001\u7279\u5b9a\u306e\u6761\u4ef6\u306b\u57fa\u3065\u3044\u3066\u4e00\u89a7\u8868\u793a\u3059\u308b\u4e0b\u306e\u753b\u50cf\u306e\u3088\u3046\u306a\u6a5f\u80fd\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"345\" src=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image7-1024x345.png\" alt=\"\" class=\"wp-image-6498\" srcset=\"https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image7-1024x345.png 1024w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image7-300x101.png 300w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image7-768x259.png 768w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image7-1536x517.png 1536w, https:\/\/quartet-communications.com\/dx\/wp\/wp-content\/uploads\/2024\/09\/image7.png 1603w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>\u73fe\u5834\u306e\u55b6\u696d\u62c5\u5f53\u8005\u3084\u30b5\u30dd\u30fc\u30c8\u30c1\u30fc\u30e0\u304c\u3001\u65e5\u3005\u306e\u696d\u52d9\u306b\u5fc5\u8981\u306a\u30c7\u30fc\u30bf\u3092\u7c21\u5358\u306b\u78ba\u8a8d\u30fb\u66f4\u65b0\u3059\u308b\u305f\u3081\u306b\u4f7f\u7528\u3055\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-crease\"><strong><span class=\"swl-fz u-fz-l\"><span class=\"swl-marker mark_green\">\u30ea\u30b9\u30c8\u30d3\u30e5\u30fc\u306e\u4e3b\u306a\u7279\u5fb4<\/span><\/span><\/strong><br><br><strong>\u5358\u4e00\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u306e\u8868\u793a<\/strong>\uff1a1\u3064\u306e\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\uff08\u4f8b\uff1a\u53d6\u5f15\u5148\uff09\u306b\u542b\u307e\u308c\u308b\u30c7\u30fc\u30bf\u3092\u4e00\u89a7\u3067\u8868\u793a\u3002<br><strong>\u7c21\u5358\u306a\u6761\u4ef6\u3067\u306e\u30d5\u30a3\u30eb\u30bf\u30ea\u30f3\u30b0<\/strong>\uff1a\u57fa\u672c\u7684\u306a\u30d5\u30a3\u30eb\u30bf\u30fc\u3092\u4f7f\u3063\u3066\u3001\u30c7\u30fc\u30bf\u3092\u7d5e\u308a\u8fbc\u3080\u3053\u3068\u304c\u53ef\u80fd\u3002<br><strong>\u30a4\u30f3\u30e9\u30a4\u30f3\u7de8\u96c6<\/strong>\uff1a\u30ea\u30b9\u30c8\u30d3\u30e5\u30fc\u4e0a\u3067\u3001\u500b\u3005\u306e\u30ec\u30b3\u30fc\u30c9\u3092\u76f4\u63a5\u7de8\u96c6\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002<br><strong>\u4f7f\u3046\u30bf\u30a4\u30df\u30f3\u30b0<\/strong>\uff1a\u7279\u5b9a\u306e\u30c7\u30fc\u30bf\u306e\u78ba\u8a8d\u3084\u3001\u30ec\u30b3\u30fc\u30c9\u3092\u7d20\u65e9\u304f\u7de8\u96c6\u3057\u305f\u3044\u5834\u5408\u306b\u9069\u3057\u3066\u3044\u308b\u3002\u4f8b\u3048\u3070\u3001\u300c\u81ea\u5206\u304c\u62c5\u5f53\u3057\u3066\u3044\u308b\u5546\u8ac7\u300d\u3084\u300c\u6700\u8fd1\u53c2\u7167\u3057\u305f\u53d6\u5f15\u5148\u300d\u306e\u4e00\u89a7\u3092\u78ba\u8a8d\u3059\u308b\u969b\u306b\u4fbf\u5229\u3067\u3059\u200b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ea\u30b9\u30c8\u30d3\u30e5\u30fc\u3068\u30ec\u30dd\u30fc\u30c8\u306e\u4f7f\u3044\u5206\u3051<\/h3>\n\n\n\n<p>\u30ea\u30b9\u30c8\u30d3\u30e5\u30fc\u306f\u3001<strong>\u65e5\u5e38\u696d\u52d9\u3067\u500b\u5225\u30ec\u30b3\u30fc\u30c9\u3092\u8fc5\u901f\u306b\u78ba\u8a8d\u30fb\u7de8\u96c6\u3059\u308b<\/strong>\u969b\u306b\u4fbf\u5229\u3067\u3059\u304c\u3001\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u30ea\u30b9\u30c8\u30d3\u30e5\u30fc\u306b\u6bd4\u3079\u3066\u3001\u3088\u308a\u8907\u96d1\u306a\u30c7\u30fc\u30bf\u306e\u62bd\u51fa\u3084\u96c6\u8a08\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u3001<strong>\u30c7\u30fc\u30bf\u3092\u5e83\u7bc4\u306b\u5206\u6790\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u5168\u4f53\u7684\u306b\u628a\u63e1\u3057\u305f\u3044<\/strong>\u3068\u304d\u306b\u4f7f\u7528\u3057\u307e\u3059\u3002<br>\u30ea\u30b9\u30c8\u30d3\u30e5\u30fc\u306f\u5373\u6642\u7684\u306a\u78ba\u8a8d\u3084\u7de8\u96c6\u304c\u5fc5\u8981\u306a\u5834\u5408\u306b\u3001\u30ec\u30dd\u30fc\u30c8\u306f\u9577\u671f\u7684\u306a\u30c7\u30fc\u30bf\u5206\u6790\u304c\u6c42\u3081\u3089\u308c\u308b\u5834\u9762\u3067\u4f7f\u3044\u5206\u3051\u308b\u3068\u3088\u3044\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30ec\u30dd\u30fc\u30c8\u3068\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306e\u95a2\u4fc2\u6027<\/h2>\n\n\n\n<p>\u6b21\u306f\u30ec\u30dd\u30fc\u30c8\u3068\u4f75\u7528\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u3064\u3044\u3066\u3001\u30ec\u30dd\u30fc\u30c8\u3068\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306e\u95a2\u4fc2\u6027\u306b\u3064\u3044\u3066\u3068\u3044\u3046\u8996\u70b9\u3067\u898b\u3066\u3044\u3053\u3046\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3068\u306f\uff1f<\/h3>\n\n\n\n<p>\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u4f5c\u6210\u3057\u305f\u30ec\u30dd\u30fc\u30c8\u3092\u57fa\u306b\u3001\u8996\u899a\u7684\u306a\u30b0\u30e9\u30d5\u3084\u8868\u3092\u8868\u793a\u3057\u3066\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u5168\u4f53\u50cf\u3092\u4e00\u76ee\u3067\u628a\u63e1\u3067\u304d\u308b\u30c4\u30fc\u30eb\u3067\u3059\u3002<br>\u30ec\u30dd\u30fc\u30c8\u304c\u500b\u5225\u306e\u30c7\u30fc\u30bf\u5206\u6790\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u306e\u306b\u5bfe\u3057\u3001\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u8907\u6570\u306e\u30ec\u30dd\u30fc\u30c8\u3092\u307e\u3068\u3081\u3066\u8868\u793a\u3057\u3001\u7d4c\u55b6\u5c64\u3084\u7ba1\u7406\u8077\u304c\u5168\u4f53\u3092\u4fef\u77b0\u3059\u308b\u305f\u3081\u306b\u4f7f\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img 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