{"id":249,"date":"2022-04-28T11:16:42","date_gmt":"2022-04-28T02:16:42","guid":{"rendered":"https:\/\/www.saaske.com\/blog\/?p=249"},"modified":"2025-10-23T13:24:58","modified_gmt":"2025-10-23T04:24:58","slug":"salesforce-automation","status":"publish","type":"post","link":"https:\/\/www.saaske.com\/blog\/ma-sfa-crm\/salesforce-automation\/","title":{"rendered":"SFA\u3068\u306f\uff1f\u30e1\u30ea\u30c3\u30c8\u306f\u4f55\uff1f\u57fa\u672c\u3068\u6a5f\u80fd\u3092\u308f\u304b\u308a\u3084\u3059\u304f\u89e3\u8aac\u30103\u5206\u3067\u308f\u304b\u308b\u3011"},"content":{"rendered":"\n<p>\u4f01\u696d\u306b\u304a\u3044\u3066\u3001\u9ad8\u3044\u751f\u7523\u6027\u3067\u55b6\u696d\u6d3b\u52d5\u3092\u884c\u3044\u3001\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u4e0d\u53ef\u6b20\u306a\u30c4\u30fc\u30eb\u3068\u3057\u3066\u5c0e\u5165\u4f01\u696d\u304c\u5897\u3048\u3066\u3044\u308bSFA\u3002\u4e00\u65b9\u3067\u300cSFA\u3068\u306f\u4f55\u306a\u306e\u304b\uff1f\u300d\u300c\u5177\u4f53\u7684\u306a\u5c0e\u5165\u30e1\u30ea\u30c3\u30c8\u306f\uff1f\u300d\u300c\u5931\u6557\u3057\u306a\u3044\u30b3\u30c4\u306f\uff1f\u300d\u3068\u304a\u60a9\u307f\u306e\u65b9\u3082\u591a\u3044\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u3053\u3067\u672c\u8a18\u4e8b\u3067\u306f\u3001SFA\u306e\u57fa\u672c\u3068\u6a5f\u80fd\u3084\u30e1\u30ea\u30c3\u30c8\u3001\u5931\u6557\u4e8b\u4f8b\u3092\u8e0f\u307e\u3048\u305f\u5c0e\u5165\u6210\u529f\u306e\u30b3\u30c4\u3092\u89e3\u8aac\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">SFA\u3068\u306f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">SFA\u3068\u306f<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1400\" height=\"626\" src=\"https:\/\/www.saaske.com\/blog\/wp-content\/uploads\/2022\/06\/SFA\u306e\u6982\u5ff5\u56f3.png\" alt=\"\" class=\"wp-image-469\" srcset=\"https:\/\/www.saaske.com\/blog\/wp-content\/uploads\/2022\/06\/SFA\u306e\u6982\u5ff5\u56f3.png 1400w, https:\/\/www.saaske.com\/blog\/wp-content\/uploads\/2022\/06\/SFA\u306e\u6982\u5ff5\u56f3-768x343.png 768w, https:\/\/www.saaske.com\/blog\/wp-content\/uploads\/2022\/06\/SFA\u306e\u6982\u5ff5\u56f3.png 856w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/><\/figure>\n\n\n\n<p>SFA\u3068\u306f\u300cSales Force Automation\u300d\u306e\u7565\u3002\u55b6\u696d\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\u3068\u547c\u3070\u308c\u3001\u6d3b\u52d5\u306e\u5c65\u6b74\u3084\u5546\u8ac7\u5185\u5bb9\u3001\u898b\u7a4d\u3082\u308a\u3001\u53d7\u6ce8\u306a\u3069\u306e\u60c5\u5831\u3092\u7ba1\u7406\u3067\u304d\u308b\u6a5f\u80fd\u3092\u6301\u3061\u307e\u3059\u3002\u307e\u305f\u3001\u96c6\u8a08\u30fb\u5206\u6790\u6a5f\u80fd\u3092\u6301\u3064\u3082\u306e\u3082\u591a\u304f\u3001\u55b6\u696d\u6210\u679c\u306e\u63a8\u79fb\u3092\u898b\u3048\u308b\u5316\u3057\u3001\u58f2\u4e0a\u4e88\u6e2c\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">SFA\u306e\u5e02\u5834\u898f\u6a21\u304c\u4f38\u3073\u7d9a\u3051\u308b\u80cc\u666f<\/h4>\n\n\n\n<p>\u65e5\u672c\u3067SFA\u306e\u6d3b\u7528\u304c\u59cb\u307e\u3063\u305f\u306e\u306f2012\u5e74\u9803\u3067\u3059\u3002<br>\u77e2\u91ce\u7d4c\u6e08\u7814\u7a76\u6240\u304c\u767a\u8868\u3057\u305f\u8abf\u67fb\u7d50\u679c\u306b\u304a\u3044\u3066\u30012012\u5e74\u306e\u30a2\u30f3\u30b1\u30fc\u30c8\u3067CRM\/SFA\u3092\u5c0e\u5165\u3057\u3066\u3044\u308b\u4f01\u696d\u304c9\uff05\u3067\u3057\u305f\u304c\u3001<br>2018\u5e74\u306b\u306f28\uff05\u3068\u5927\u304d\u304f\u4f38\u3073\u308b\u3053\u3068\u3068\u306a\u308a\u307e\u3057\u305f\u30022022\u5e74\u306e\u4eca\u3082\u305d\u306e\u62e1\u5927\u306f\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u65b0\u578b\u30b3\u30ed\u30ca\u30a6\u30a4\u30eb\u30b9\u306e\u6d41\u884c\u306b\u3088\u308a\u3001\u76f4\u63a5\u306e\u55b6\u696d\u6d3b\u52d5\u304c\u96e3\u3057\u304f\u306a\u3063\u305f\u3053\u3068\u3001<br>\u305d\u308c\u306b\u4f34\u3044\u3001\u898b\u8fbc\u307f\u9867\u5ba2\u306e\u52d5\u304d\u304c\u898b\u3048\u306a\u304f\u306a\u3063\u305f\u305f\u3081\u3001\u3088\u308a\u6b63\u78ba\u306a\u6848\u4ef6\u7ba1\u7406\u304c\u6c42\u3081\u3089\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">MA\u30fbCRM\u3068\u306f<\/h3>\n\n\n\n<p>SFA\u3068\u4f3c\u305f\u30b7\u30b9\u30c6\u30e0\u3068\u3057\u3066\u300cMA\u300d\u300cCRM\u300d\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u304c\u3001\u305d\u308c\u305e\u308c\u3069\u306e\u3088\u3046\u306a\u9055\u3044\u304c\u3042\u308b\u306e\u304b\uff1f\u3092\u898b\u3066\u3044\u304d\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">MA\u3068\u306f<\/h4>\n\n\n\n<p>MA\u3068\u306f\u300cMarketing Automation\u300d\u306e\u7565\u3067\u3001\u5b9a\u578b\u7684\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u696d\u52d9\u3084\u8907\u96d1\u306a\u51e6\u7406\u3092\u81ea\u52d5\u5316\u3059\u308bIT\u30b7\u30b9\u30c6\u30e0\u306e\u3053\u3068\u3092\u6307\u3057\u307e\u3059\u3002\u898b\u8fbc\u307f\u9867\u5ba2\uff08\u30ea\u30fc\u30c9\uff09\u306e\u7372\u5f97\uff5e\u5546\u8ac7\u5316\u306b\u304b\u304b\u308b\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u306e\u52b9\u7387\u5316\u3092\u56f3\u308b\u30d1\u30c3\u30b1\u30fc\u30b8\u3068\u3057\u3066\u958b\u767a\u3055\u308c\u307e\u3057\u305f\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3092\u3059\u308b\u305f\u3081\u306e\u6a5f\u80fd\u3092\u8c4a\u5bcc\u306b\u642d\u8f09\u3057\u3066\u304a\u308a\u3001\u30a4\u30f3\u30b5\u30a4\u30c9\u30bb\u30fc\u30eb\u30b9\u306b\u3082\u6d3b\u7528\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u3067\u3059\u3002<\/p>\n\n\n\nhttps:\/\/www.saaske.com\/blog\/?p=223\n\n\n\n<h4 class=\"wp-block-heading\">CRM\u3068\u306f<\/h4>\n\n\n\n<p>\u300cCustomer Relationship Management\u300d\u306e\u7565\u3067\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u3068\u8a33\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4e00\u822c\u7684\u306b\u306f\u300c\u9867\u5ba2\u3068\u826f\u597d\u306a\u95a2\u4fc2\u3092\u69cb\u7bc9\u30fb\u7dad\u6301\u30fb\u5411\u4e0a\u3059\u308b\u305f\u3081\u306e\u3001\u9867\u5ba2\u7ba1\u7406\u30c4\u30fc\u30eb\u300d\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u5404\u90e8\u9580\u306e\u62c5\u5f53\u8005\u3068\u306e\u3084\u308a\u53d6\u308a\u3084\u5bfe\u5fdc\u5c65\u6b74\u306a\u3069\u3001\u9867\u5ba2\u3068\u4f01\u696d\uff08\u81ea\u793e\uff09\u306e\u63a5\u70b9\u3068\u306a\u308b\u60c5\u5831\u3092\u3001\u7ba1\u7406\u3084\u5206\u6790\u3059\u308b\u6a5f\u80fd\u304c\u5099\u308f\u3063\u3066\u3044\u307e\u3059\u3002\u306a\u304a\u3001MA\u3084SFA\u3068\u7570\u306a\u308a\u3001\u5bfe\u8c61\u306f\u4e00\u5ea6\u53d6\u5f15\u3057\u305f\u3053\u3068\u306e\u3042\u308b\u65e2\u5b58\u9867\u5ba2\u306b\u306a\u308b\u3053\u3068\u304c\u591a\u3044\u3067\u3059\u3002<\/p>\n\n\n\nhttps:\/\/www.saaske.com\/blog\/?p=265\n\n\n\n<h2 class=\"wp-block-heading\">SFA\u3067\u3067\u304d\u308b\u3053\u3068<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"1086\" height=\"410\" src=\"https:\/\/www.saaske.com\/blog\/wp-content\/uploads\/2022\/04\/SFA\u3067\u3067\u304d\u308b\u3053\u3068.jpg\" alt=\"\" class=\"wp-image-251\" srcset=\"https:\/\/www.saaske.com\/blog\/wp-content\/uploads\/2022\/04\/SFA\u3067\u3067\u304d\u308b\u3053\u3068.jpg 1086w, https:\/\/www.saaske.com\/blog\/wp-content\/uploads\/2022\/04\/SFA\u3067\u3067\u304d\u308b\u3053\u3068-768x290.jpg 768w, https:\/\/www.saaske.com\/blog\/wp-content\/uploads\/2022\/04\/SFA\u3067\u3067\u304d\u308b\u3053\u3068.jpg 856w\" sizes=\"(max-width: 1086px) 100vw, 1086px\" \/><\/figure><\/div>\n\n\n<p>SFA\u306e\u57fa\u672c\u3068\u306a\u308b\u6a5f\u80fd\u306f\u300c\u9867\u5ba2\u7ba1\u7406\u300d\u300c\u5546\u8ac7\u7ba1\u7406\u300d\u300c\u6d3b\u52d5\u7ba1\u7406\u300d\u306e3\u3064\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u55b6\u696d\u62c5\u5f53\u306b\u3068\u3063\u3066\u6700\u3082\u91cd\u8981\u306a\u30df\u30c3\u30b7\u30e7\u30f3\u306f\u3001\u9650\u3089\u308c\u305f\u30ea\u30bd\u30fc\u30b9\u3092\u9069\u5207\u306b\u6d3b\u7528\u3057\u3001\u6ce8\u529b\u3057\u3066\u3044\u308b\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u9069\u5207\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u304b\u3051\u3066\u6210\u7d04\u306b\u3064\u306a\u3052\u3001\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u3053\u3068\u3002\u305d\u306e\u305f\u3081\u306e\u6a5f\u80fd\u304c\u5099\u308f\u3063\u3066\u3044\u308b\u306e\u304cSFA\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u4e0a\u8a18\u3092\u8e0f\u307e\u3048\u3066\u3001SFA\u3067\u3067\u304d\u308b\u3053\u3068\u306f\u5927\u304d\u304f\u4ee5\u4e0b3\u3064\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u58f2\u4e0a\u306e\u5411\u4e0a<\/h3>\n\n\n\n<p>SFA\u3067\u3067\u304d\u308b\u6700\u5927\u306e\u3053\u3068\u306f\u300c\u58f2\u4e0a\u306e\u5411\u4e0a\u300d\u3067\u3059\u3002\u9867\u5ba2\u60c5\u5831\u3084\u6848\u4ef6\u306e\u9032\u6357\u72b6\u6cc1\u3001\u6d3b\u52d5\u60c5\u5831\u3092SFA\u306b\u307e\u3068\u3081\u3001\u305d\u306e\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3059\u308b\u3046\u3061\u306b\u300c\u55b6\u696d\u6d3b\u52d5\u306e\u6539\u5584\u30dd\u30a4\u30f3\u30c8\u300d\u304c\u898b\u3048\u3066\u304d\u307e\u3059\u3002\u305d\u3057\u3066\u30011\u30641\u3064\u5bfe\u7b56\u3092\u8b1b\u3058\u3066\u3044\u304f\u3053\u3068\u3067\u30c1\u30fc\u30e0\u5168\u4f53\u306e\u52b9\u7387\u304c\u30a2\u30c3\u30d7\u3002\u826f\u3044\u6848\u4ef6\u3092\u4f5c\u308a\u3001\u5546\u8ac7\u3092\u30b9\u30e0\u30fc\u30ba\u306b\u9032\u3081\u3066\u3044\u3051\u308b\u305f\u3081\u3001\u58f2\u4e0a\u5411\u4e0a\u306b\u3064\u306a\u304c\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h3 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class=\"wp-block-heading\">SFA\u5c0e\u5165\u3067\u5931\u6557\u3057\u306a\u3044\u305f\u3081\u306e\u30dd\u30a4\u30f3\u30c8<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"612\" height=\"383\" src=\"https:\/\/www.saaske.com\/blog\/wp-content\/uploads\/2022\/04\/SFA3.jpg\" alt=\"\" class=\"wp-image-257\"\/><\/figure><\/div>\n\n\n<p>\u305d\u308c\u3067\u306fSFA\u5c0e\u5165\u3067\u5931\u6557\u3057\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u3053\u3068\u306b\u6c17\u3092\u3064\u3051\u305f\u3089\u826f\u3044\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u300c\u5c0e\u5165\u3057\u306a\u3051\u308c\u3070\u826f\u304b\u3063\u305f\u300d\u306a\u3093\u3066\u3053\u3068\u3092\u3092\u907f\u3051\u308b\u3079\u304f\u3001\u4ee5\u4e0b3\u70b9\u3092\u5fc3\u304c\u3051\u3066\u3044\u304d\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5c0e\u5165\u76ee\u7684\u3068\u8ab2\u984c\u304c\u660e\u78ba\u306b\u306a\u3063\u3066\u3044\u308b<\/h3>\n\n\n\n<p>\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001SFA\u3092\u5c0e\u5165\u3059\u308b\u76ee\u7684\u306f\u4ee5\u4e0b\u306e3\u3064\u3067\u3059\u3002<\/p>\n\n\n\n<ul>\n<li>\u58f2\u4e0a\u306e\u5411\u4e0a<\/li>\n\n\n\n<li>\u55b6\u696d\u6d3b\u52d5\u306e\u7ba1\u7406<\/li>\n\n\n\n<li>\u30ce\u30a6\u30cf\u30a6\u306e\u5171\u6709\u3000<\/li>\n<\/ul>\n\n\n\n<p>SFA\u5c0e\u5165\u6642\u306f\u3053\u306e\u76ee\u7684\u3092\u8ef8\u3068\u3057\u3066\u300c\u8ab0\u304c\u300d\u300c\u3069\u306e\u3088\u3046\u306b\u4f7f\u3063\u3066\u300d\u300c\u3069\u306e\u3088\u3046\u306a\u6210\u679c\u3092\u4e0a\u3052\u305f\u3044\u306e\u304b\u300d\u3092\u30cf\u30c3\u30ad\u30ea\u3055\u305b\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u305d\u3057\u3066\u73fe\u72b6\u306e\u8ab2\u984c\u3092\u8e0f\u307e\u3048\u300c\u55b6\u696d\u52b9\u7387\u3092\u4e0a\u3052\u308b\u305f\u3081\u306b\u300dSFA\u304c\u52b9\u679c\u7684\u3001\u3068\u5224\u65ad\u3057\u305f\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u5c0e\u5165\u3059\u308b\u3053\u3068\u3092\u304a\u3059\u3059\u3081\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 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class=\"wp-block-heading\">SFA\u306a\u3089\u300c\u30b5\u30b9\u30b1Sales\u300d\u304c\u304a\u3059\u3059\u3081<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"612\" height=\"344\" src=\"https:\/\/www.saaske.com\/blog\/wp-content\/uploads\/2022\/04\/SFA4.jpg\" alt=\"\" class=\"wp-image-258\"\/><\/figure><\/div>\n\n\n<p>\u3053\u3053\u307e\u3067\u8aad\u3093\u3067\u3044\u305f\u3060\u304d\u300cSFA\u3092\u5c0e\u5165\u3057\u305f\u3044\uff01\u300d\u3068\u601d\u308f\u308c\u305f\u65b9\u3078\u3002\u5f53\u793e\u3067\u3082SFA\u306e\u300c\u30b5\u30b9\u30b1Sales\u300d\u3092\u3054\u7528\u610f\u3057\u3066\u304a\u308a\u307e\u3059\u3002\u4ee5\u4e0b\u304c\u7279\u5fb4\u3068\u306a\u3063\u3066\u304a\u308a\u307e\u3059\u306e\u3067\u3001\u3054\u8208\u5473\u6301\u305f\u308c\u307e\u3057\u305f\u3089\u3001\u305c\u3072\u304a\u554f\u3044\u5408\u308f\u305b\u304f\u3060\u3055\u3044\u307e\u305b\u3002<\/p>\n\n\n\n<h3 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