Published at: 2025-10-30
2.1 Configuration Guide for WeCom/Feishu/DingTalk/Lark Account Binding Rules
The following standard terminology reference:
- 纷享销客 CRM: Fxiaoke CRM
- 主实体 / 从实体: Master / Detail (Master-Detail relationship)
- 查找关联: Lookup relationship
- 线索: Lead
- 客户: Account
- 联系人: Contact
- 商机: Opportunity
- 合同: Contract
- 产品: Product
- 报表: Report
- 仪表盘: Dashboard
- 工作流: Workflow
- 审批流: Approval Process
- 自定义对象: Custom Object
- 自定义字段: Custom Field
- 权限集: Permission Set
- 配置文件: Profile
- 角色: Role
- 数据导入: Data Import
- 数据导出: Data Export
- 触发器: Trigger
- API: API
- 移动端: Mobile
- PC端: Web
- 组织: Organization
- 用户: User
- 线索转化: Lead Conversion
待输出