{"id":14748,"date":"2024-07-17T17:30:06","date_gmt":"2024-07-17T08:30:06","guid":{"rendered":"https:\/\/www.sunbridge.com\/?post_type=blog&amp;p=14748"},"modified":"2024-07-17T17:30:06","modified_gmt":"2024-07-17T08:30:06","slug":"salesforce-process-for-setting-opportunity-pathup-oppor","status":"publish","type":"blog","link":"https:\/\/www.sunbridge.com\/blog\/column\/salesforce-process-for-setting-opportunity-pathup-oppor\/","title":{"rendered":"Salesforce\uff1a\u5546\u8ac7\u30d1\u30b9\u306e\u8a2d\u5b9a\u306e\u6d41\u308c"},"content":{"rendered":"<p>\u5546\u8ac7\u30d1\u30b9\u306e\u8a2d\u5b9a\u306b\u56f0\u3063\u305f\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u304b\uff1f<\/p>\n<p>Salesforce\u3067\u52b9\u679c\u7684\u306b\u55b6\u696d\u7ba1\u7406\u3092\u3059\u308b\u306b\u3042\u305f\u308a\u3001\u5916\u305b\u306a\u3044\u8a2d\u5b9a\u304c\u5546\u8ac7\u30d1\u30b9\u306e\u8a2d\u5b9a\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.sunbridge.com\/blogs\/wp-content\/uploads\/opportunity-path-overview-600x215.png\" alt=\"\" width=\"600\" height=\"215\" class=\"aligncenter size-medium wp-image-14309\" 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href=\"https:\/\/successjp.salesforce.com\/article\/NAI-000715\">Salesforce\u516c\u5f0f\u306e\u30b5\u30af\u30bb\u30b9\u30ca\u30d3<\/a>\u3092\u53c2\u7167\u3059\u308b\u3053\u3068\u3092\u304a\u3059\u3059\u3081\u3057\u307e\u3059\u3002<\/p>\n<p style=\"text-align: center\"><img decoding=\"async\" src=\"https:\/\/www.sunbridge.com\/blogs\/wp-content\/uploads\/point-of-making-opportunity-phase-600x331.png\" alt=\"\" width=\"600\" height=\"331\" class=\"aligncenter size-medium wp-image-14310\" \/>\uff08Salesforce\u516c\u5f0f\u306e\u30b5\u30af\u30bb\u30b9\u30ca\u30d3\u3088\u308a\u5f15\u7528\uff09<\/p>\n<p>&nbsp;<\/p>\n<p>\u7279\u306b\u5927\u4e8b\u306a\u30dd\u30a4\u30f3\u30c8\u306f\u300c\u2460\u81ea\u793e\u306e\u30bf\u30b9\u30af\u3067\u306f\u306a\u304f\u3001\u304a\u5ba2\u69d8\u306e\u5408\u610f\u3084\u884c\u52d5\u306b\u3088\u3063\u3066\u30d5\u30a7\u30fc\u30ba\u3092\u6c7a\u3081\u308b\u300d\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u306a\u305c\u306a\u3089\u3001\u5546\u8ac7\u306f\u304a\u5ba2\u69d8\u306e\u610f\u601d\u6c7a\u5b9a\u3084\u304a\u5ba2\u69d8\u3068\u306e\u5408\u610f\u3092\u8d77\u70b9\u306b\u9032\u3080\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u4f8b\u3048\u3070\u5546\u8ac7\u30d5\u30a7\u30fc\u30ba\u3068\u3057\u3066\u300c\u63d0\u6848\u66f8\u306e\u4f5c\u6210\u300d\u3092\u8a2d\u5b9a\u3057\u305f\u5834\u5408\u3092\u8003\u3048\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>\u3053\u308c\u306f\u81ea\u793e\u306e\u30bf\u30b9\u30af\u3092\u8d77\u70b9\u3068\u3057\u3066\u5546\u8ac7\u30d5\u30a7\u30fc\u30ba\u3092\u8a2d\u5b9a\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u63d0\u6848\u66f8\u306e\u4f5c\u6210\u304c\u5b8c\u4e86\u3059\u308b\u3053\u3068\u3067\u5546\u8ac7\u306e\u78ba\u5ea6\u304c\u4e0a\u304c\u3063\u305f\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u63d0\u6848\u66f8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3067\u5546\u8ac7\u304c\u9032\u3093\u3060\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u300c\u63d0\u6848\u66f8\u306e\u4f5c\u6210\u300d\u3068\u3044\u3046\u81ea\u793e\u5074\u306e\u30bf\u30b9\u30af\u306f\u3042\u304f\u307e\u3067\u304a\u5ba2\u69d8\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u624b\u52a9\u3051\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u4e00\u8981\u7d20\u306b\u904e\u304e\u307e\u305b\u3093\u3002<\/p>\n<p>\u3069\u306e\u30d5\u30a7\u30fc\u30ba\u306b\u304a\u3044\u3066\u3082\u3001\u5546\u8ac7\u304c\u9032\u3080\u305f\u3081\u306b\u306f\u304a\u5ba2\u69d8\u306e\u610f\u601d\u6c7a\u5b9a\u30fb\u304a\u5ba2\u69d8\u3068\u306e\u5408\u610f\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n<p>\u3060\u304b\u3089\u3053\u305d\u3001\u304a\u5ba2\u69d8\u306e\u610f\u601d\u6c7a\u5b9a\u3084\u304a\u5ba2\u69d8\u3068\u306e\u5408\u610f\u3092\u8d77\u70b9\u306b\u5546\u8ac7\u30d5\u30a7\u30fc\u30ba\u3092\u5b9a\u7fa9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u65e2\u306b\u5546\u8ac7\u30d5\u30a7\u30fc\u30ba\u3092\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u308b\u65b9\u306f\u3001\u3053\u306e\u89b3\u70b9\u3067\u5546\u8ac7\u30d5\u30a7\u30fc\u30ba\u306e\u898b\u76f4\u3057\u306e\u898b\u76f4\u3057\u3092\u5b9f\u65bd\u3059\u308b\u3053\u3068\u3092\u5f37\u304f\u3059\u3059\u3081\u307e\u3059\u3002<\/p>\n<p>\u5c11\u3057\u672c\u7b4b\u304b\u3089\u306f\u305d\u308c\u307e\u3057\u305f\u304c\u3001\u5546\u8ac7\u30d5\u30a7\u30fc\u30ba\u306e\u8a2d\u5b9a\u65b9\u6cd5\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u3002<\/p>\n<p>\u8a2d\u5b9a\u81ea\u4f53\u306f\u7c21\u5358\u3067\u3001<\/p>\n<p style=\"padding-left: 40px\">\u8a2d\u5b9a\uff1e\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\uff1e\u5546\u8ac7\uff1e\u9805\u76ee\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\uff1e\u30d5\u30a7\u30fc\u30ba<\/p>\n<p>\u304b\u3089\u3001\u9078\u629e\u30ea\u30b9\u30c8\u5024\u3092\u7de8\u96c6\u3059\u308b\u3053\u3068\u3067\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u3053\u3053\u3067\u6ce8\u610f\u3057\u305f\u3044\u306e\u304c\u3001\u5f8c\u8ff0\u3057\u307e\u3059\u304c\u3001\u8907\u6570\u306e\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u8a2d\u5b9a\u3057\u305f\u3044\u5834\u5408\u3067\u3059\u3002<\/p>\n<p>\u3053\u3053\u3067\u306f\u3001\u5168\u3066\u306e\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u306b\u542b\u307e\u308c\u308b\u30d5\u30a7\u30fc\u30ba\u3092\u8a2d\u5b9a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u5f8c\u7d9a\u306e\u300c\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u300d\u300c\u30ec\u30b3\u30fc\u30c9\u30bf\u30a4\u30d7\u300d\u306e\u8a2d\u5b9a\u3067\u3069\u306e\u5024\u3092\u30d7\u30ed\u30bb\u30b9\u306b\u4f7f\u7528\u3059\u308b\u304b\u51fa\u3057\u5165\u308c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3001\u3053\u3053\u3067\u306f\u4f7f\u7528\u3057\u305f\u3044\u5024\u5168\u3066\u3092\u8a2d\u5b9a\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.sunbridge.com\/blogs\/wp-content\/uploads\/opportunity-phase-list-value-600x361.png\" alt=\"\" width=\"600\" height=\"361\" class=\"aligncenter size-medium wp-image-14311\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2>\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u306e\u8a2d\u5b9a<\/h2>\n<p>\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u5404\u30ec\u30b3\u30fc\u30c9\u30bf\u30a4\u30d7\u3067\u4f7f\u7528\u3067\u304d\u308b\u30d5\u30a7\u30fc\u30ba\u306e\u5024\u3092\u5b9a\u7fa9\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u8a00\u8449\u3060\u3051\u3067\u7406\u89e3\u3059\u308b\u306e\u306f\u96e3\u3057\u3044\u306e\u3067\u3001\u5b9f\u969b\u306b\u8a2d\u5b9a\u3057\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n<p style=\"padding-left: 40px\">\u8a2d\u5b9a\uff1e\u30af\u30a4\u30c3\u30af\u691c\u7d22\u3067\u300c\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u300d\u3068\u691c\u7d22\uff1e\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9<\/p>\n<p>\u304b\u3089\u3001\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u306e\u8a2d\u5b9a\u3092\u3057\u307e\u3059\u3002<\/p>\n<p>\u300c\u65b0\u898f\u300d\u3092\u62bc\u3057\u305f\u3089\u300c\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u540d\u300d\u3092\u5165\u529b\u3057\u3001\u300c\u4fdd\u5b58\u300d\u3092\u62bc\u3059\u3068\u3001\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u5185\u306b\u542b\u3081\u308b\u30d5\u30a7\u30fc\u30ba\u306e\u5024\u3092\u9078\u629e\u3059\u308b\u753b\u9762\u306b\u9077\u79fb\u3057\u307e\u3059\u3002<\/p>\n<p>\u3053\u3053\u3067\u306f\u30011\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u5185\u306b\u542b\u3081\u305f\u3044\u5024\u3092\u9078\u629e\u3057\u307e\u3059\u3002<\/p>\n<p>\u3053\u3053\u3067\u306f\u308f\u304b\u308a\u3084\u3059\u3044\u3088\u3046\u306b\u5168\u304f\u5225\u306e\u5024\u3092\u9078\u629e\u3057\u305f\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u4e8c\u3064\u4f5c\u308a\u307e\u3059\u3002\uff08\u5b9f\u969b\u306b\u306f\u5fc5\u8981\u306a\u6570\u3067\u69cb\u3044\u307e\u305b\u3093\uff09<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.sunbridge.com\/blogs\/wp-content\/uploads\/sales-process1-600x365.png\" alt=\"\" width=\"600\" height=\"365\" class=\"aligncenter size-medium wp-image-14312\" \/><\/p>\n<p style=\"text-align: center\">\uff08\u300c\u30c6\u30b9\u30c801\u300d\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u4f5c\u6210\u753b\u9762\uff09<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.sunbridge.com\/blogs\/wp-content\/uploads\/sales-process2-600x271.png\" alt=\"\" width=\"600\" height=\"271\" class=\"aligncenter size-medium wp-image-14313\" \/><\/p>\n<p style=\"text-align: center\">\uff08\u300c\u30c6\u30b9\u30c802\u300d\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u4f5c\u6210\u753b\u9762\uff09<\/p>\n<p>&nbsp;<\/p>\n<p>\u5fc5\u8981\u306a\u5024\u3092\u542b\u3081\u305f\u3089\u300c\u4fdd\u5b58\u300d\u3092\u62bc\u3057\u3066\u3053\u3053\u3067\u306e\u8a2d\u5b9a\u306f\u5b8c\u4e86\u3067\u3059\u3002<\/p>\n<h2>\u30ec\u30b3\u30fc\u30c9\u30bf\u30a4\u30d7\u306e\u8a2d\u5b9a<\/h2>\n<p>\u6b21\u306b\u30ec\u30b3\u30fc\u30c9\u30bf\u30a4\u30d7\u3092\u4f5c\u6210\u3057\u3001\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u3068\u7d10\u4ed8\u3051\u307e\u3059\u3002<\/p>\n<p style=\"padding-left: 40px\">\u8a2d\u5b9a\uff1e\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\uff1e\u5546\u8ac7\uff1e\u30ec\u30b3\u30fc\u30c9\u30bf\u30a4\u30d7\uff1e\u65b0\u898f<\/p>\n<p>\u304b\u3089\u3001\u30ec\u30b3\u30fc\u30c9\u30bf\u30a4\u30d7\u3092\u65b0\u898f\u4f5c\u6210\u3057\u307e\u3059\u3002<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.sunbridge.com\/blogs\/wp-content\/uploads\/new-record-type-600x247.png\" alt=\"\" width=\"600\" height=\"247\" class=\"aligncenter size-medium wp-image-14314\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>\u300c\u30ec\u30b3\u30fc\u30c9\u30bf\u30a4\u30d7\u306e\u8868\u793a\u30e9\u30d9\u30eb\u300d\u300c\u30ec\u30b3\u30fc\u30c9\u30bf\u30a4\u30d7\u540d\u300d\u3092\u5165\u529b\u3057\u3001\u7d10\u3065\u3051\u305f\u3044\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u9078\u629e\u3057\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u8a2d\u5b9a\u3057\u3066\u300c\u6b21\u3078\u300d\u3092\u62bc\u3057\u307e\u3059\u3002<\/p>\n<p>\u30da\u30fc\u30b8\u30ec\u30a4\u30a2\u30a6\u30c8\u306e\u8a2d\u5b9a\u3092\u3057\u305f\u3089\u300c\u4fdd\u5b58\u300d\u3092\u30af\u30ea\u30c3\u30af\u3067\u5b8c\u4e86\u3067\u3059\u3002<\/p>\n<h2>\u30d1\u30b9\u306e\u8a2d\u5b9a<\/h2>\n<p>\u524d\u7f6e\u304d\u306e\u8a2d\u5b9a\u304c\u9577\u304f\u306a\u308a\u307e\u3057\u305f\u304c\u3001\u3044\u3088\u3044\u3088\u30d1\u30b9\u306e\u8a2d\u5b9a\u3067\u3059\u3002<\/p>\n<p style=\"padding-left: 40px\">\u8a2d\u5b9a\uff1e\u30af\u30a4\u30c3\u30af\u691c\u7d22\u3067\u300c\u30d1\u30b9\u8a2d\u5b9a\u300d\u3068\u691c\u7d22\uff1e\u30d1\u30b9\u8a2d\u5b9a\uff1e\u65b0\u3057\u3044\u30d1\u30b9<\/p>\n<p>\u304b\u3089\u3001\u65b0\u3057\u3044\u30d1\u30b9\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d1\u30b9\u540d\u3001API\u53c2\u7167\u540d\u3092\u5165\u529b\u3057\u3001\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u3067\u300c\u5546\u8ac7\u300d\u3092\u9078\u629e\u3001\u5bfe\u8c61\u3068\u3059\u308b\u30ec\u30b3\u30fc\u30c9\u30bf\u30a4\u30d7\u3092\u9078\u629e\u3057\u3001\u9078\u629e\u30ea\u30b9\u30c8\u3067\u300c\u30d5\u30a7\u30fc\u30ba\u300d\u3092\u9078\u629e\u3057\u305f\u3089\u3001\u300c\u6b21\u3078\u300d\u3092\u62bc\u3057\u307e\u3059\u3002<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.sunbridge.com\/blogs\/wp-content\/uploads\/path-naming-600x244.png\" alt=\"\" width=\"600\" height=\"244\" class=\"aligncenter size-medium wp-image-14315\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>\u5404\u30d5\u30a7\u30fc\u30ba\u306b\u304a\u3044\u3066\u3001\u6b21\u306e\u30d5\u30a7\u30fc\u30ba\u306b\u9032\u3080\u305f\u3081\u306b\u5fc5\u8981\u306a\u3053\u3068\u3092\u300c\u6210\u529f\u3078\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u300d\u306b\u8a18\u8f09\u3057\u3001\u305d\u308c\u306b\u95a2\u9023\u3059\u308b\u9805\u76ee\u3092\u300c\u91cd\u8981\u306a\u9805\u76ee\u300d\u3068\u3057\u3066\u9078\u629e\u3057\u307e\u3059\u3002<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.sunbridge.com\/blogs\/wp-content\/uploads\/success-guidance-600x293.png\" alt=\"\" width=\"600\" height=\"293\" class=\"aligncenter size-medium wp-image-14316\" 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src=\"https:\/\/www.sunbridge.com\/blogs\/wp-content\/uploads\/opportunity-path-overview-600x215.png\" alt=\"\" width=\"600\" height=\"215\" class=\"aligncenter size-medium wp-image-14309\" 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