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Salesforce 频道安全
Slack 中的 Salesforce 频道 对应相应的 Salesforce 记录,例如客户和业务机会。但 Salesforce 频道的安全性和权限与其他 Slack 频道略有不同。方法如下:
Salesforce 频道适用于使用了 lack Sales Elevate 附加组件的工作区或 Enterprise Grid 组织。
Salesforce 频道延续 Salesforce 中设置的权限。成员仅能在 Slack 中查看和编辑他们在 Salesforce 中有权访问的数据。
如果成员有权访问 Salesforce 中相应的记录,那么无需当前频道成员的添加 即可加入私人 Salesforce 频道。
Salesforce 频道与 Slack 的其余功能享有相同的安全保障。有关更多信息,请访问我们的信任中心 。
常见问题
谁可以使用 Salesforce 频道?
Salesforce 频道适用于使用了 Slack Sales Elevate 附加组件的工作区和 Enterprise Grid 组织。被分配了 Sales Elevate 访问权限 的成员可以使用 Salesforce 频道的全部功能,而没有访问权限的成员仍然可以在 消息 标签中查看对话。
Salesforce 频道的访问权限如何运作?
Salesforce 频道遵循与其他 Slack 频道相同的隐私模式,可以是公共的,也可以是私人的。在 Enterprise Grid 套餐中,Salesforce 频道是组织范围内的跨工作区频道 。
公共 Salesforce 频道
公共频道的名称和消息将显示在 Slack 的搜索结果中,并且任何人都可以加入 (就像其他 Slack 频道一样)。
私人 Salesforce 频道
私人频道的名称和消息不会在搜索结果中显示,并且只有当前频道的成员可以向频道中添加人员。与一般的私人 Slack 频道 不同,如果人员可以访问与 Salesforce 频道相关联的 Salesforce 记录,他们可以执行以下操作:
查看频道的名称以及从该频道转发 到其他对话的消息。
当频道名称出现在 Slack 中或来自 Salesforce 中的记录时,加入私人 Salesforce 频道。
我可以访问哪些 Salesforce 数据?
你只能在 Slack 中查看或编辑你可以在 Salesforce 中查看或编辑的数据。你在 Salesforce 频道中的权限与在 Salesforce 中设置的权限相一致。
谁可以查看 Salesforce 记录预览?
在 Slack 中共享 Salesforce 记录时,你的成员将看到包含记录详情的预览。用于生成记录预览的 Salesforce 权限是根据在 Slack 中共享记录的位置生成的:
频道或私信
画板
频道和私信中的记录预览反映了共享记录时的详情,并使用共享者的 Salesforce 权限生成。使用由管理员创建的自定义通知 创建记录预览时,将使用 Salesforce 集成用户 的 Salesforce 权限生成详情。记录预览不会显示在有外部人员的频道中 。
显示在画板 中的记录预览是在有人打开画板时基于查看者的 Salesforce 权限生成的。人们无法查看他们在 Salesforce 中没有访问权限的记录或字段,因此画板中的预览可能会因查看画板的人和打开画板的时间不同而有不同的显示。
请注意: 工作区拥有者、组织拥有者和 Salesforce 管理员可以限制记录预览中显示的详情 。
是否可以在 Slack 中重命名 Salesforce 频道?
否,你不能在 Slack 中重命名 Salesforce 频道,但你可以在 Salesforce 中更新记录名称,更新会同步到 Slack 中。
Salesforce 频道如何保护我们的数据安全?
Salesforce 频道的构建符合 Slack 的安全实践和合规标准 。在可能的情况下,Salesforce 频道会使用 Slack 现有的合规性基础设施,如企业密钥管理 、数据驻留 和数据丢失防护系统 。
Salesforce 频道会将数据留存多长时间?
托管在 Slack 中的数据将遵循你在 Slack 中选择的数据留存设置 。托管在 Salesforce 中的数据将遵循 Salesforce 留存政策 。在 Slack 中显示的结构化 Salesforce 数据(例如,记录详情 标签中显示的 Salesforce 数据)将遵循 Salesforce 留存政策。
是否可以将 Salesforce 频道与 Slack Connect 一起使用?
否,目前,你无法邀请外部人员 进入 Salesforce 频道。
是否可以选择哪些 Salesforce 对象可以拥有 Salesforce 频道?
是的。工作区拥有者、组织拥有者和 Salesforce 管理员 可以为他们希望在 Salesforce 频道中允许的每种记录类型创建一个 Salesforce 频道配置 。
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