{"id":56635,"date":"2025-08-14T21:04:48","date_gmt":"2025-08-14T13:04:48","guid":{"rendered":"https:\/\/www.wsisp.com\/helps\/56635.html"},"modified":"2025-08-14T21:04:48","modified_gmt":"2025-08-14T13:04:48","slug":"salesforce%e6%a1%88%e4%be%8b%ef%bc%9a%e4%bf%9d%e9%99%a9%e5%85%ac%e5%8f%b8%e7%9a%84%e4%bb%a3%e7%90%86%e4%ba%ba%e6%b8%a0%e9%81%93%e4%b8%9a%e7%bb%a9%e7%ae%a1%e7%90%86%e4%b8%8e%e4%bd%a3%e9%87%91%e7%bb%93","status":"publish","type":"post","link":"https:\/\/www.wsisp.com\/helps\/56635.html","title":{"rendered":"Salesforce\u6848\u4f8b\uff1a\u4fdd\u9669\u516c\u53f8\u7684\u4ee3\u7406\u4eba\u6e20\u9053\u4e1a\u7ee9\u7ba1\u7406\u4e0e\u4f63\u91d1\u7ed3\u7b97"},"content":{"rendered":"

\u4fdd\u9669\u516c\u53f8\u201c\u4ee3\u7406\u4eba\u6e20\u9053\u4e1a\u7ee9\u7ba1\u7406\u4e0e\u4f63\u91d1\u7ed3\u7b97\u201dSalesforce\u65b9\u6848\u8bbe\u8ba1<\/h4>\n

\u4e00\u3001\u4e1a\u52a1\u9700\u6c42\u6838\u5fc3\u62c6\u89e3<\/h5>\n

\u4fdd\u9669\u516c\u53f8\u4ee3\u7406\u4eba\u6e20\u9053\u7ba1\u7406\u9700\u89e3\u51b3\u4e09\u5927\u6838\u5fc3\u95ee\u9898：<\/p>\n

  • \u5c42\u7ea7\u5316\u56e2\u961f\u7ba1\u7406：\u652f\u6301\u4ee3\u7406\u4eba\u4ece\u89c1\u4e60\u5230\u603b\u76d1\u7684\u591a\u7ea7\u664b\u5347\u4f53\u7cfb，\u6e05\u6670\u5212\u5206\u56e2\u961f\u96b6\u5c5e\u5173\u7cfb<\/li>\n
  • \u5b9e\u65f6\u4e1a\u7ee9\u8ffd\u8e2a：\u7cbe\u51c6\u7edf\u8ba1\u4e2a\u4eba\u53ca\u56e2\u961f\u7684\u4fdd\u5355\u9500\u552e\u6570\u636e（\u9996\u5e74\u4fdd\u8d39\u3001\u7eed\u671f\u4fdd\u8d39\u7b49\u6838\u5fc3\u6307\u6807）<\/li>\n
  • \u81ea\u52a8\u5316\u4f63\u91d1\u7ed3\u7b97：\u6839\u636e\u4e1a\u7ee9\u3001\u5c42\u7ea7\u3001\u4ea7\u54c1\u7c7b\u578b\u81ea\u52a8\u8ba1\u7b97\u4f63\u91d1\u53ca\u56e2\u961f\u7ba1\u7406\u6d25\u8d34，\u786e\u4fdd\u7ed3\u7b97\u5408\u89c4\u6027<\/li>\n
    \u4e8c\u3001\u6570\u636e\u6a21\u578b\u8bbe\u8ba1（\u57fa\u4e8e\u6807\u51c6\u5bf9\u8c61\u6269\u5c55）<\/h5>\n

    \u6784\u5efa\u4ee5\u201c\u4ee3\u7406\u4eba\u201d\u4e3a\u6838\u5fc3，\u5173\u8054\u4e1a\u7ee9\u3001\u4fdd\u5355\u3001\u4f63\u91d1\u7684\u5b8c\u6574\u6570\u636e\u94fe\u8def：<\/p>\n\n\u5bf9\u8c61\u540d\u79f0\u6838\u5fc3\u4f5c\u7528\u5173\u952e\u81ea\u5b9a\u4e49\u5b57\u6bb5<\/tr>\n\n\n\n\n\n\n\n
    \u4ee3\u7406\u4eba（User\u6269\u5c55）<\/td>\n\u5b58\u50a8\u4ee3\u7406\u4eba\u4fe1\u606f\u53ca\u5c42\u7ea7\u5173\u7cfb<\/td>\n\u4ee3\u7406\u4eba\u7b49\u7ea7（Agent_Level__c：\u89c1\u4e60\/\u6b63\u5f0f\/\u4e3b\u7ba1\/\u603b\u76d1）\u3001\u4e0a\u7ea7\u4ee3\u7406\u4eba（Parent_Agent__c，Lookup\u81f3User）\u3001\u5165\u804c\u65e5\u671f（Hire_Date__c）\u3001\u5f53\u524d\u72b6\u6001（Status__c：\u5728\u804c\/\u79bb\u804c\/\u6682\u505c）<\/td>\n<\/tr>\n
    \u4fdd\u5355（Policy__c）<\/td>\n\u8bb0\u5f55\u9500\u552e\u4fdd\u5355\u8be6\u60c5<\/td>\n\u6295\u4fdd\u4eba（Insured__c）\u3001\u4fdd\u8d39\u91d1\u989d（Premium__c）\u3001\u4fdd\u5355\u72b6\u6001（Policy_Status__c：\u627f\u4fdd\/\u72b9\u8c6b\u671f\/\u5931\u6548）\u3001\u5f52\u5c5e\u4ee3\u7406\u4eba（Owner_Agent__c）\u3001\u4ea7\u54c1\u7c7b\u578b（Product_Type__c）\u3001\u4fdd\u5355\u5e74\u5ea6（Policy_Year__c）<\/td>\n<\/tr>\n
    \u4e1a\u7ee9\u6c47\u603b（Performance_Summary__c）<\/td>\n\u6309\u5468\u671f\u7edf\u8ba1\u4e1a\u7ee9<\/td>\n\u5173\u8054\u4ee3\u7406\u4eba（Agent__c）\u3001\u7edf\u8ba1\u5468\u671f（Period__c：\u6708\u5ea6\/\u5b63\u5ea6\/\u5e74\u5ea6）\u3001\u9996\u5e74\u4fdd\u8d39（FYP__c）\u3001\u7eed\u671f\u4fdd\u8d39（Renewal_Premium__c）\u3001\u4fdd\u5355\u4ef6\u6570（Policy_Count__c）<\/td>\n<\/tr>\n
    \u4f63\u91d1\u89c4\u5219（Commission_Rule__c）<\/td>\n\u5b9a\u4e49\u4f63\u91d1\u8ba1\u7b97\u6807\u51c6<\/td>\n\u9002\u7528\u7b49\u7ea7（Applicable_Level__c）\u3001\u4ea7\u54c1\u7c7b\u578b（Product_Type__c）\u3001\u9996\u5e74\u4f63\u91d1\u6bd4\u4f8b（FYP_Rate__c）\u3001\u7eed\u671f\u4f63\u91d1\u6bd4\u4f8b（Renewal_Rate__c）\u3001\u56e2\u961f\u7ba1\u7406\u6d25\u8d34\u6bd4\u4f8b（Team_Allowance_Rate__c）<\/td>\n<\/tr>\n
    \u4f63\u91d1\u7ed3\u7b97\u5355（Commission_Settlement__c）<\/td>\n\u8bb0\u5f55\u4f63\u91d1\u8ba1\u7b97\u7ed3\u679c<\/td>\n\u5173\u8054\u4ee3\u7406\u4eba（Agent__c）\u3001\u7ed3\u7b97\u5468\u671f（Settlement_Period__c）\u3001\u9996\u5e74\u4f63\u91d1（FYP_Commission__c）\u3001\u7eed\u671f\u4f63\u91d1（Renewal_Commission__c）\u3001\u56e2\u961f\u6d25\u8d34（Team_Allowance__c）\u3001\u7ed3\u7b97\u72b6\u6001（Status__c）<\/td>\n<\/tr>\n
    \u56e2\u961f\u4e1a\u7ee9（Team_Performance__c）<\/td>\n\u7edf\u8ba1\u56e2\u961f\u6574\u4f53\u4e1a\u7ee9<\/td>\n\u5173\u8054\u4e3b\u7ba1（Manager__c）\u3001\u7edf\u8ba1\u5468\u671f（Period__c）\u3001\u56e2\u961f\u603b\u4fdd\u8d39（Total_Team_Premium__c）\u3001\u56e2\u961f\u4fdd\u5355\u6570（Total_Team_Policy__c）<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    \u5173\u7cfb\u8bbe\u8ba1：<\/p>\n

      \n
    • \u4ee3\u7406\u4eba\u901a\u8fc7\u201c\u4e0a\u7ea7\u4ee3\u7406\u4eba\u201d\u5b57\u6bb5\u5f62\u6210\u5c42\u7ea7\u6811（\u652f\u6301\u65e0\u9650\u7ea7\u56e2\u961f\u7ed3\u6784）<\/li>\n
    • \u4fdd\u5355\u4e0e\u4ee3\u7406\u4eba\u662f\u591a\u5bf9\u4e00\u5173\u7cfb（\u4e00\u4e2a\u4ee3\u7406\u4eba\u53ef\u9500\u552e\u591a\u4efd\u4fdd\u5355）<\/li>\n
    • \u4e1a\u7ee9\u6c47\u603b\u3001\u4f63\u91d1\u7ed3\u7b97\u5355\u5747\u4e0e\u4ee3\u7406\u4eba\u4e3a\u591a\u5bf9\u4e00\u5173\u7cfb<\/li>\n<\/ul>\n
      \u4e09\u3001\u6838\u5fc3\u6d41\u7a0b\u81ea\u52a8\u5316\u5b9e\u73b0（\u57fa\u4e8eFlow\u4e0eApex）<\/h5>\n
      1. \u4e1a\u7ee9\u6570\u636e\u5b9e\u65f6\u540c\u6b65<\/h6>\n

      \u89e6\u53d1\u573a\u666f：\u4fdd\u5355\u72b6\u6001\u53d8\u66f4\u4e3a\u201c\u627f\u4fdd\u201d\u6216\u201c\u7eed\u671f\u7f34\u8d39\u201d\u65f6
      \n\u5b9e\u73b0\u903b\u8f91：<\/p>\n

        \n
      • \u914d\u7f6eRecord-Triggered Flow，\u5f53\u4fdd\u5355\u72b6\u6001\u66f4\u65b0\u4e3a\u6709\u6548\u72b6\u6001（\u975e\u72b9\u8c6b\u671f\u3001\u975e\u5931\u6548）\u65f6\u89e6\u53d1<\/li>\n
      • Flow\u901a\u8fc7Get Records\u83b7\u53d6\u5bf9\u5e94\u4ee3\u7406\u4eba\u4fe1\u606f，\u8ba1\u7b97\u8be5\u4fdd\u5355\u5bf9\u4e1a\u7ee9\u7684\u8d21\u732e\u503c（\u9996\u5e74\u4fdd\u8d39\/\u7eed\u671f\u4fdd\u8d39）<\/li>\n
      • \u82e5\u5f53\u6708\u4e1a\u7ee9\u6c47\u603b\u8bb0\u5f55\u5df2\u5b58\u5728，\u5219\u901a\u8fc7Update Records\u7d2f\u52a0\u4e1a\u7ee9；\u82e5\u4e0d\u5b58\u5728，\u5219\u901a\u8fc7Create Records\u751f\u6210\u65b0\u7684\u6708\u5ea6\u4e1a\u7ee9\u8bb0\u5f55<\/li>\n
      • \u5bf9\u4e8e\u56e2\u961f\u4e1a\u7ee9，Flow\u901a\u8fc7Hierarchy Query\u627e\u5230\u8be5\u4ee3\u7406\u4eba\u7684\u6240\u6709\u4e0a\u7ea7\u4e3b\u7ba1，\u9010\u5c42\u66f4\u65b0\u56e2\u961f\u4e1a\u7ee9\u6570\u636e<\/li>\n<\/ul>\n

        \/\/<\/span> \u6838\u5fc3Apex\u903b\u8f91\u793a\u4f8b（\u56e2\u961f\u4e1a\u7ee9\u9012\u5f52\u8ba1\u7b97）
        \npublic class<\/span> TeamPerformanceCalculator<\/span> {<\/span>
        \n public static void updateTeamPerformance(<\/span>Id agentId,<\/span> Decimal premiumAmount)<\/span> {<\/span>
        \n \/\/<\/span> \u83b7\u53d6\u4e0a\u7ea7\u4e3b\u7ba1
        \n User currentAgent =<\/span> [<\/span>SELECT Id,<\/span> Parent_Agent__c FROM User WHERE Id =<\/span> :<\/span>agentId]<\/span>;<\/span>
        \n if<\/span>(<\/span>currentAgent.<\/span>Parent_Agent__c !=<\/span> null)<\/span> {<\/span>
        \n \/\/<\/span> \u66f4\u65b0\u4e3b\u7ba1\u7684\u56e2\u961f\u4e1a\u7ee9
        \n updateTeamPremium(<\/span>currentAgent.<\/span>Parent_Agent__c,<\/span> Date.<\/span>today(<\/span>)<\/span>,<\/span> premiumAmount)<\/span>;<\/span>
        \n \/\/<\/span> \u9012\u5f52\u66f4\u65b0\u4e0a\u4e00\u7ea7\u4e3b\u7ba1
        \n updateTeamPerformance(<\/span>currentAgent.<\/span>Parent_Agent__c,<\/span> premiumAmount)<\/span>;<\/span>
        \n }<\/span>
        \n }<\/span><\/p>\n

        private static void updateTeamPremium(<\/span>Id managerId,<\/span> Date periodDate,<\/span> Decimal amount)<\/span> {<\/span>
        \n \/\/<\/span> \u5b9e\u73b0\u56e2\u961f\u4e1a\u7ee9\u7d2f\u52a0\u903b\u8f91
        \n \/\/<\/span> .<\/span>.<\/span>.<\/span>
        \n }<\/span>
        \n}<\/span><\/p>\n

        2. \u4f63\u91d1\u81ea\u52a8\u8ba1\u7b97\u4e0e\u7ed3\u7b97<\/h6>\n

        \u89e6\u53d1\u573a\u666f：\u6bcf\u6708\u6700\u540e\u4e00\u5929（\u901a\u8fc7Scheduled Flow\u5b9a\u65f6\u89e6\u53d1）
        \n\u5b9e\u73b0\u903b\u8f91：<\/p>\n

          \n
        • Scheduled Flow\u6279\u91cf\u83b7\u53d6\u5f53\u6708\u5df2\u627f\u4fdd\u4e14\u8fc7\u72b9\u8c6b\u671f\u7684\u4fdd\u5355，\u6309\u4ee3\u7406\u4eba\u5206\u7ec4<\/li>\n
        • \u5bf9\u6bcf\u4e2a\u4ee3\u7406\u4eba，Flow\u901a\u8fc7Get Records\u5339\u914d\u5bf9\u5e94\u7684\u4f63\u91d1\u89c4\u5219（\u6839\u636e\u4ee3\u7406\u4eba\u7b49\u7ea7\u548c\u4ea7\u54c1\u7c7b\u578b）<\/li>\n
        • \u8ba1\u7b97\u903b\u8f91：\n
            \n
          • \u9996\u5e74\u4f63\u91d1 = \u9996\u5e74\u4fdd\u8d39 \u00d7 \u9996\u5e74\u4f63\u91d1\u6bd4\u4f8b<\/li>\n
          • \u7eed\u671f\u4f63\u91d1 = \u7eed\u671f\u4fdd\u8d39 \u00d7 \u7eed\u671f\u4f63\u91d1\u6bd4\u4f8b（\u6309\u4fdd\u5355\u5e74\u5ea6\u5339\u914d\u5bf9\u5e94\u6bd4\u4f8b）<\/li>\n
          • \u56e2\u961f\u7ba1\u7406\u6d25\u8d34 = \u56e2\u961f\u603b\u4fdd\u8d39 \u00d7 \u56e2\u961f\u6d25\u8d34\u6bd4\u4f8b（\u4ec5\u4e3b\u7ba1\u53ca\u4ee5\u4e0a\u7b49\u7ea7\u4eab\u6709）<\/li>\n<\/ul>\n<\/li>\n
          • Flow\u521b\u5efa\u201c\u4f63\u91d1\u7ed3\u7b97\u5355\u201d\u8bb0\u5f55，\u5e76\u901a\u8fc7Apex Action\u89e6\u53d1\u5ba1\u6279\u6d41\u7a0b（\u8d22\u52a1\u5ba1\u6838）<\/li>\n<\/ul>\n
            3. \u4ee3\u7406\u4eba\u7b49\u7ea7\u664b\u5347\u4e0e\u964d\u7ea7<\/h6>\n

            \u89e6\u53d1\u573a\u666f：\u6bcf\u5b63\u5ea6\u672b（\u901a\u8fc7Scheduled Flow\u89e6\u53d1）
            \n\u5b9e\u73b0\u903b\u8f91：<\/p>\n

              \n
            • Flow\u67e5\u8be2\u4ee3\u7406\u4eba\u5b63\u5ea6\u4e1a\u7ee9\u6c47\u603b\u6570\u636e，\u4e0e\u664b\u5347\u89c4\u5219\u6bd4\u5bf9（\u5982\u201c\u6b63\u5f0f\u4ee3\u7406\u4eba\u8fde\u7eed3\u4e2a\u6708FYP\u226510\u4e07\u53ef\u664b\u5347\u4e3b\u7ba1\u201d）<\/li>\n
            • \u5bf9\u6ee1\u8db3\u6761\u4ef6\u7684\u4ee3\u7406\u4eba，\u901a\u8fc7Update Records\u66f4\u65b0\u5176\u201c\u4ee3\u7406\u4eba\u7b49\u7ea7\u201d\u5b57\u6bb5<\/li>\n
            • \u540c\u6b65\u66f4\u65b0\u8be5\u4ee3\u7406\u4eba\u7684\u4f63\u91d1\u89c4\u5219\u9002\u7528\u7b49\u7ea7，\u786e\u4fdd\u540e\u7eed\u4f63\u91d1\u8ba1\u7b97\u51c6\u786e<\/li>\n
            • \u901a\u8fc7Email Alert\u548cIn-App Notification\u901a\u77e5\u4ee3\u7406\u4eba\u7b49\u7ea7\u53d8\u66f4\u7ed3\u679c<\/li>\n<\/ul>\n
              \u56db\u3001\u5173\u952e\u529f\u80fd\u4eae\u70b9<\/h5>\n
              1. \u591a\u5c42\u7ea7\u56e2\u961f\u4e1a\u7ee9\u7a7f\u900f<\/h6>\n

              \u901a\u8fc7\u81ea\u5b9a\u4e49 Lightning Web Component \u5b9e\u73b0\u56e2\u961f\u4e1a\u7ee9\u770b\u677f：<\/p>\n

                \n
              • \u4e3b\u7ba1\u53ef\u67e5\u770b\u76f4\u5c5e\u56e2\u961f\u53ca\u4e0b\u5c5e\u5b50\u56e2\u961f\u7684\u4e1a\u7ee9\u6570\u636e<\/li>\n
              • \u652f\u6301\u6309\u4ea7\u54c1\u7c7b\u578b\u3001\u4fdd\u5355\u72b6\u6001\u7b49\u7ef4\u5ea6\u7b5b\u9009<\/li>\n
              • \u53ef\u89c6\u5316\u5c55\u793a\u56e2\u961f\u76ee\u6807\u8fbe\u6210\u7387\u4e0e\u6392\u540d<\/li>\n<\/ul>\n
                2. \u4f63\u91d1\u8bd5\u7b97\u4e0e\u5f02\u8bae\u5904\u7406<\/h6>\n
                  \n
                • \u4ee3\u7406\u4eba\u53ef\u901a\u8fc7Experience Cloud\u95e8\u6237\u63d0\u4ea4\u4f63\u91d1\u8bd5\u7b97\u8bf7\u6c42（\u8f93\u5165\u9884\u4f30\u4fdd\u8d39）<\/li>\n
                • \u7cfb\u7edf\u5b9e\u65f6\u8fd4\u56de\u9884\u4f30\u4f63\u91d1\u91d1\u989d（\u57fa\u4e8e\u5f53\u524d\u7b49\u7ea7\u548c\u4ea7\u54c1\u89c4\u5219）<\/li>\n
                • \u5bf9\u5b9e\u9645\u7ed3\u7b97\u6709\u5f02\u8bae\u65f6，\u53ef\u53d1\u8d77\u201c\u4f63\u91d1\u5f02\u8bae\u5355\u201d\u6d41\u7a0b，\u901a\u8fc7Screen Flow\u6536\u96c6\u5f02\u8bae\u7406\u7531\u5e76\u89e6\u53d1\u590d\u6838<\/li>\n<\/ul>\n
                  3. \u5408\u89c4\u6027\u4fdd\u969c<\/h6>\n
                    \n
                  • \u6240\u6709\u4f63\u91d1\u8ba1\u7b97\u903b\u8f91\u901a\u8fc7Validation Rule\u6821\u9a8c，\u786e\u4fdd\u7b26\u5408\u76d1\u7ba1\u8981\u6c42（\u5982\u6700\u9ad8\u4f63\u91d1\u6bd4\u4f8b\u9650\u5236）<\/li>\n
                  • \u542f\u7528Field History Tracking\u8bb0\u5f55\u4f63\u91d1\u89c4\u5219\u53d8\u66f4\u3001\u7b49\u7ea7\u8c03\u6574\u7b49\u5173\u952e\u64cd\u4f5c<\/li>\n
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                    \u4e94\u3001\u6280\u672f\u67b6\u6784\u4e0e\u96c6\u6210\u8bbe\u8ba1<\/h5>\n
                      \n
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