{"id":4440,"date":"2020-03-02T14:40:12","date_gmt":"2020-03-02T07:40:12","guid":{"rendered":"https:\/\/bap-software.net\/?post_type=knowledge&p=4440"},"modified":"2025-05-16T16:10:32","modified_gmt":"2025-05-16T09:10:32","slug":"salesforce-cloud","status":"publish","type":"knowledge","link":"https:\/\/BAP-SOFTWARE.NET\/knowledge\/salesforce-cloud\/","title":{"rendered":"SalesForce\u30af\u30e9\u30a6\u30c9\u521d\u5fc3\u8005\u5165\u9580"},"content":{"rendered":"

Salesforce\u30af\u30e9\u30a6\u30c9<\/strong><\/a>\u306f\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u3057\u3066\u3082\u30d3\u30b8\u30cd\u30b9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u3057\u3066\u3082\u4e16\u754c\u3067\u6700\u3082\u9769\u65b0\u7684\u3068\u8a00\u308f\u308c\u3066\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u304c\u5f90\u3005\u306b\u666e\u53ca\u3059\u308b\u3068\u5171\u306b\u3001Salesforce\u30af\u30e9\u30a6\u30c9\u3078\u306e\u30b5\u30a4\u30f3\u30a2\u30c3\u30d7<\/strong>\u6570\u306f\u5e38\u306b\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u8ca9\u58f2\u7ba1\u7406\u30fb\u9867\u5ba2\u7ba1\u7406\u3067\u5305\u62ec\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308bSalesforce\u30af\u30e9\u30a6\u30c9\u306f\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u4fe1\u983c\u6027\u30fb\u67d4\u8edf\u6027\u304c\u9ad8\u3044\u3068\u3044\u3046\u5229\u70b9\u304b\u3089\u3001\u4e16\u754c\u4e2d\u306e\u4f01\u696d\u304b\u3089\u652f\u6301\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/em><\/p>\n

\"What<\/p>\n

1. SalesForce\u30af\u30e9\u30a6\u30c9\u3068\u306f\u4f55\u304b\uff1f<\/strong><\/h2>\n

Salesforce\u306f\u4e16\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308b\u30aa\u30f3\u30c7\u30de\u30f3\u30c9CRM (Customer Relationship Management)\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002SalesForce\u30af\u30e9\u30a6\u30c9<\/strong>\u306f\u4e2d\u5c0f\u4f01\u696d\u5411\u3051\u306e\u8ca9\u58f2\u304a\u3088\u3073\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306b\u7279\u5316\u3057\u305f\u5e45\u5e83\u3044\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u7dcf\u5408CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u308a\u3001\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3051\u308b\u8ca9\u58f2\u3001\u7ba1\u7406\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306b\u6700\u9069\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n

\u3055\u3089\u306b\u3001Salesforce\u30af\u30e9\u30a6\u30c9\u57fa\u76e4<\/strong>\u306f\u3042\u3089\u3086\u308b\u8a00\u8a9e\u3068\u30c7\u30d0\u30a4\u30b9\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u5411\u3051\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u958b\u767a\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u7c21\u7d20\u5316\u3057\u307e\u3057\u305f\u3002Salesforce\u30af\u30e9\u30a6\u30c9\u57fa\u76e4\u306f\u9ad8\u30ec\u30d9\u30eb\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30c7\u30fc\u30bf\u51e6\u7406\u901f\u5ea6\u3092\u5b9f\u73fe\u3057\u307e\u3057\u305f\u3002<\/p><\/blockquote>\n

\u3055\u307e\u3056\u307e\u306a\u30d3\u30b8\u30cd\u30b9\u306e\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3059\u308bSalesforce\u30af\u30e9\u30a6\u30c9\u306e\u6a5f\u80fd<\/strong><\/h3>\n
    \n
  • \u30af\u30e9\u30a6\u30c9\u578b\u60c5\u5831\u5171\u6709SNS\u306eChatter\u3067\u9867\u5ba2\u3068\u306e\u4e00\u8cab\u3057\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u53ef\u80fd<\/li>\n
  • \u9867\u5ba2\u60c5\u5831\u30fb\u9023\u7d61\u5148\u7ba1\u7406<\/li>\n
  • \u55b6\u696d\u652f\u63f4: \u5951\u7d04\u3084\u55b6\u696d\u6d3b\u52d5\u5c65\u6b74\u3001\u7af6\u5408\u4ed6\u793e\u306a\u3069\u306e\u91cd\u8981\u53d6\u5f15\u5148\u60c5\u5831\u3092\u4e00\u62ec\u7ba1\u7406<\/li>\n
  • \u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3067\u3082\u5229\u7528\u53ef\u80fd<\/li>\n
  • \u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u652f\u63f4\u3001\u898b\u8fbc\u307f\u5ba2\u7ba1\u7406<\/li>\n
  • \u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u52b9\u7387\u7684\u306a\u4f5c\u696d\u5206\u6790\u3001\u30bf\u30b9\u30af\u7ba1\u7406\u3092\u5b9f\u73fe<\/li>\n
  • \u5185\u90e8\u30c7\u30fc\u30bf\u3068\u5404\u90e8\u9580\u306e\u53ce\u76ca\u306b\u57fa\u3065\u304f\u30c8\u30ec\u30f3\u30c9\u5206\u6790\u3068\u4e88\u6e2c<\/li>\n
  • \u4ee3\u7406\u5e97\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u7ba1\u7406\uff1a\u4ee3\u7406\u5e97\u3084\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u306e\u60c5\u5831\u5171\u6709\u30b3\u30df\u30e5\u30cb\u30c6\u30a3<\/li>\n<\/ul>\n

    2. Salesforce\u30af\u30e9\u30a6\u30c9\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0<\/strong><\/h2>\n

    2.1. Salesforce \u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30af\u30e9\u30a6\u30c9<\/strong><\/h3>\n

    \"salesforce<\/p>\n

    Salesforce\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30af\u30e9\u30a6\u30c9<\/strong>\u306f\u3001\u30d7\u30ed\u30e2\u30fc\u30b7\u30e7\u30f3\u5206\u6790\u3092\u884c\u3044\u3001\u30e2\u30d0\u30a4\u30eb\u3001\u30e1\u30fc\u30eb\u3001\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u5e83\u544a\u306e\u6700\u9069\u5316\u53ca\u3073\u81ea\u52d5\u5316\u3092\u5b9f\u884c\u3057\u307e\u3059\u3002\u307e\u305f\u3001SalesForce\u30af\u30e9\u30a6\u30c9\u306f\u3001\u30ab\u30a6\u30f3\u30bb\u30ea\u30f3\u30b0\u53ca\u3073\u5b9f\u88c5\u30b5\u30fc\u30d3\u30b9\u3082\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u57fa\u672c\u7684\u306b\u3001\u30b5\u30fc\u30d3\u30b9\u306f\u6570\u5e74\u9593\u5358\u4f4d\u306e\u5951\u7d04\u3068\u306a\u308a\u3001\u8cbb\u7528\u306f\u6a5f\u80fd\u3001\u30e6\u30fc\u30b6\u30fc\u6570\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u30ec\u30d9\u30eb\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n

    2.2. Salesforce \u30b5\u30fc\u30d3\u30b9\u30af\u30e9\u30a6\u30c9<\/strong><\/h3>\n

    \"salesforce<\/p>\n

    Salesforce\u30b5\u30fc\u30d3\u30b9\u30af\u30e9\u30a6\u30c9<\/strong>\u306f\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u7528\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u306e\u3042\u3089\u3086\u308b\u30b1\u30fc\u30b9\u306b\u5bfe\u3057\u3066\u8fc5\u901f\u304b\u3064\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u5bfe\u5fdc\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\u9867\u5ba2\u4e00\u4eba\u3072\u3068\u308a\u3092\u3042\u3089\u3086\u308b\u89d2\u5ea6\u304b\u3089\u628a\u63e1\u3057\u3001\u30d4\u30c3\u30bf\u30ea\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u8907\u6570\u306e\u30c1\u30e3\u30cd\u30eb\u3092\u8de8\u3050\u554f\u984c\u3092\u89e3\u6c7a\u3059\u308b\u3053\u3068\u3067\u3001\u4e8b\u696d\u5168\u4f53\u306e\u9867\u5ba2\u6e80\u8db3\u3068\u30ed\u30a4\u30e4\u30ea\u30c6\u30a3\u3092\u9ad8\u3081\u307e\u3059\u3002<\/p>\n

    CTI\uff08Computer Telephony Integration\uff09\u3067\u306e\u9867\u5ba2\u3068\u306e\u4f1a\u8a71\u3092\u53ef\u8996\u5316\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u96fb\u8a71\u5bfe\u5fdc\u6642\u9593\u304c\u77ed\u7e2e\u3055\u308c\u308b\u3068\u3044\u3046\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308a\u307e\u3059\u3002 \u3053\u306e\u3088\u3046\u306b\u3001Salesforce\u30af\u30e9\u30a6\u30c9<\/strong>\u306f\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306e\u904b\u7528\u3092\u6539\u5584\u3057\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u308b\u305f\u3081\u306e\u3042\u3089\u3086\u308b\u6a5f\u80fd\u3092\u5099\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

    2.3. Salesforce \u30b3\u30de\u30fc\u30b9\u30af\u30e9\u30a6\u30c9<\/strong><\/h3>\n

    \"Salesforce\u30b3\u30de\u30fc\u30b9\u30af\u30e9\u30a6\u30c9\"<\/p>\n

    Salesforce\u30b3\u30de\u30fc\u30b9\u30af\u30e9\u30a6\u30c9<\/strong>\u306f\u3001\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306eSaaS\uff08software-as-a-service\uff09e\u30b3\u30de\u30fc\u30b9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002SalesForce\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306f\u9867\u5ba2\u3092\u6e80\u8db3\u3055\u305b\u308b\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u5e38\u306b\u6539\u826f\u304c\u7d9a\u3051\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

    e\u30b3\u30de\u30fc\u30b9\u3092SaaS\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u3057\u3066\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u30b5\u30fc\u30d3\u30b9\u30af\u30e9\u30a6\u30c9\u3068\u3057\u3066\u306esalesforce\u306f\u3001\u30e6\u30fc\u30b6\u304c\u6280\u8853\u7684\u306a\u8ab2\u984c\u3092\u89e3\u6c7a\u3057\u3001e\u30b3\u30de\u30fc\u30b9\u6a5f\u80fd\u3092\u52b9\u7387\u3088\u304f\u4f7f\u3044\u3053\u306a\u305b\u308b\u3088\u3046\u306b\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002<\/p>\n

    \u30b5\u30fc\u30d3\u30b9\u30af\u30e9\u30a6\u30c9\u3068\u3057\u3066Salesforce<\/strong>\u306f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u3001\u7d99\u7d9a\u7684\u306b\u6a5f\u80fd\u3092\u9032\u5316\u30fb\u6539\u826f\u3057\u3066\u304a\u308a\u3001\u5e38\u306b\u5909\u5316\u3057\u3066\u3044\u308be\u30b3\u30de\u30fc\u30b9\u696d\u754c\u306b\u3082\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

    2.4. Salesforce \u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u30af\u30e9\u30a6\u30c9<\/strong><\/h3>\n

    \"salesforce<\/p>\n

    Salesforce\u30af\u30e9\u30a6\u30c9\u3067\u306f\u3001\u7d44\u7e54\u5185\u306b\u500b\u5225\u306e\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u3084\u30d1\u30fc\u30c8\u30ca\u30fc\u3001\u5f93\u696d\u54e1\u540c\u58eb\u306e\u3064\u306a\u304c\u308a\u3092\u5f37\u304f\u3057\u307e\u3059\u3002\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u306f\u30e6\u30fc\u30b6\u30fc\u306b\u5408\u308f\u305b\u305f\u81ea\u7531\u5ea6\u306e\u9ad8\u3044\u8a2d\u5b9a\u304c\u53ef\u80fd\u3067\u3059\u3002<\/p>\n

    Salesforce\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u30af\u30e9\u30a6\u30c9<\/strong>\u3092\u8a9e\u308b\u3046\u3048\u3067\u306e\u30ad\u30fc\u30ef\u30fc\u30c9\u306f\u300c\u3059\u3079\u3066\u7d71\u5408\u3067\u304d\u308b\u300d\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u3002Salesforce\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u30af\u30e9\u30a6\u30c9\u3067\u3067\u304d\u308b\u3053\u3068\u3092\u3044\u304f\u3064\u304b\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n

      \n
    • \u7279\u5b9a\u306e\u30bf\u30fc\u30b2\u30c3\u30c8\u3084\u8981\u4ef6\u306b\u5408\u308f\u305b\u305f\u5e45\u5e83\u3044\u8a2d\u5b9a<\/li>\n
    • \u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u7d71\u4e00\u3057\u3001\u30b9\u30bf\u30c3\u30d5\u3084\u9867\u5ba2\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u306b\u5c55\u958b<\/li>\n
    • \u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30fc\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304b\u3089\u306e\u30c7\u30fc\u30bf\uff08\u6ce8\u6587\u3084\u8ca1\u52d9\u7d71\u8a08\uff09\u3092\u7d44\u307f\u8fbc\u3080<\/li>\n<\/ul>\n

      2.5. Salesforce \u30af\u30e9\u30a6\u30c9\u30b9\u30b1\u30b8\u30e5\u30fc\u30e9<\/strong><\/h3>\n

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