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Salesforce 頻道的安全性
Slack 中的 Salesforce 頻道 對應至相應的 Salesforce 記錄,例如帳戶和商機。Salesforce 頻道的安全性和存取權與其他 Slack 頻道稍微不一樣。方法如下:
使用 Slack Sales Elevate 擴充套件的工作空間或 Enterprise Grid 的組織可使用 Salesforce 頻道。
Salesforce 頻道繼承了 Salesforce 中設定的權限。人員只能在 Slack 中檢視和編輯 Salesforce 中允許存取的資料。
只要擁有 Salesforce 中對應記錄的存取權,就能加入私人 Salesforce 頻道,而無需現有頻道成員的邀請 。
Salesforce 頻道與 Slack 的其他功能都受相同安全性計畫的保護。如需更多資訊,請造訪我們的信任中心 。
常見問答集
誰能使用 Salesforce 頻道?
使用 Slack Sales Elevate 擴充套件的工作空間和 Enterprise Grid 的組織可使用 Salesforce 頻道。受指派存取權 而可使用 Sales Elevate 的成員,將能使用 Salesforce 頻道的完整功能,而沒有存取權的成員仍然可以在「 訊息 」標籤中查看對話。
如何存取 Salesforce 頻道的工作?
Salesforce 頻道的隱私權模式與其他 Slack 頻道相同,可以設為公開或私人。在 Enterprise Grid 方案中,Salesforce 頻道是整個組織的跨工作空間頻道 。
公開 Salesforce 頻道
公開頻道的名稱和訊息將顯示在 Slack 的搜尋結果中,任何人都能加入 這些頻道 (和其他 Slack 頻道一樣)。
私人 Salesforce 頻道
私人頻道的名稱和訊息不會出現在搜尋結果中,只有現有頻道成員可以將其他人加入這些頻道中。與典型的私人 Slack 頻道 不同,如果人員擁有與 Salesforce 頻道相關聯的 Salesforce 記錄存取權,則可以執行以下動作:
查看頻道名稱,以及所有從該頻道轉發 到其他對話中的訊息。
當頻道名稱出現在 Slack 中或 Salesforce 的記錄中時,加入私人 Salesforce 頻道。
我能存取哪些 Salesforce 資料?
你在 Slack 中僅能檢視或編輯你在 Salesforce 中能執行相同動作的資料。你在 Salesforce 頻道中的權限與在 Salesforce 中設定的權限相符。
我能重新命名 Slack 中的 Salesforce 頻道嗎?
不能,無法在 Slack 中重新命名 Salesforce 頻道,但你可以更新 Salesforce 中的記錄名稱,它會在 Slack 中自動更新以配對。
Salesforce 頻道如何保護我們資料的安全性?
Salesforce 頻道嚴格遵守 Slack 的安全措施和合規標準 。在適用的情況下,Salesforce 頻道會使用 Slack 現有的合規基礎架構,例如企業金鑰管理 、資料常駐 和防止資料遺失 。
Salesforce 頻道會保留資料多久?
在 Slack 中託管的資料將使用你在 Slack 中選擇的資料保留設定 。在 Salesforce 中託管的資料將使用 Salesforce 保留政策 。在 Slack 中顯示的結構化 Salesforce 資料 (例如在記錄詳細資訊 標籤中顯示的 Salesforce 資料) 將遵循 Salesforce 的保留政策。
我可以透過 Slack Connect 使用 Salesforce 頻道嗎?
不,目前你不能邀請外部人員 到 Salesforce 頻道。
我可以選擇哪些 Salesforce 對象能擁有 Salesforce 頻道嗎?
可以。工作空間擁有者、組織擁有者和 Salesforce 管理員 都可以為每一種他們希望在 Salesforce 頻道中允許的記錄類型建立 Salesforce 頻道設定 。
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