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12个步骤，轻松搞定全新的Salesforce Org设定！

简档、角色和权限集共同决定Salesforce用户可以在Salesforce中查看和执行的操作。【安全和访问】算是Salesforce管理员认证考试中最棘手的模块之一，作为该模块的重要考点，以及Salesforce记录可见性和可编辑的基础，简档、角色、权限集是管理员必须掌握的重要知识。

总结下来就是以下几点，这是系统健康安全方案的第一步：01 记录分配给外部用户的权限，并确保他们的访问权限最小化，只允许访问所需的功能。02 建立对安全漏洞的认识，并定期检查代码，以防范新的或现有的漏洞。03 养成定期检查所有可以访问Salesforce的系统和软件的习惯。04 收集一些工具，帮助频繁地自动运行安全检查。...

为了成为更有效的CRM，Salesforce需要依赖更准确、更新的数据。无论是客户互动、业务机会还是合同细节，不一致或不可靠的数据都有可能使企业蒙受损失。将数据成功地导入Salesforce可以帮助避免此类错误，同时让用户专注于更重要的事情。为确保正确导入Salesforce数据，需要遵循以下六条最佳实践。01 Salesforce不提供撤销导入的功能假设你正在删除联系人记录，并想再次插入它们。是否有与已删除联系人关联的任务或个案？如果是这种情况，它们将不会出现在最近插入的记录中。每当你更新或删除现

新版Salesforce管理员考纲来啦，帮你划重点！前不久，Salesforce对管理员认证的考纲进行了调整，重新划了考试重点和范围。因此，自由侠部落管理员认证考试题库也紧跟脚步进行了一次更新，考证党也需要按照新考纲及时进行调整，抓住备考重点！注：题库经过自由侠老师的精简，已经剔除了老旧过时的题目，帮助考证党节省时间，提高备考效率，达到事半功倍的效果，可以放心刷题啦~管理员认证考纲究竟进行了哪些调整呢？本篇文章来帮你梳理一下。新版管理员认证考纲01 配置和设置：20%原考纲考点为环境设置和安全与

【英文题目】：A system administrator at Universal Containers needs to mass update the lead source on a number of opportunity records. How can this be accomplished? Choose 2 Answers：（ C, D ）A. Export opportu...

**【英文题目】**Which of the following objects cannot be imported via the Salesforce.com Import Wizard? ©A. LeadsB. AccountsC. OpportunitiesD. Solutions【中文题目】数据导入向导不支持哪个对象数据导入？©A. 潜在客户B. 客户C.业务机会D....

【英文题目】A competitor recently lost valuable data due to a power outage, so Universal Containers (UC) has decided to ensure that its data is backed up.Which two statements should the Administrator make t...

**【英文题目】**Sales reps are supposed to create a record on a child object of opportunity called Survey Request when an opportuntiy is moved to Closed Won. The VP of Sales Operations has indicated that th...

【英文题目】Which statement is true regarding an approval process? Choose 2 answers. ( C,D )A. An assignment rule defines the approver for each process stepB. An assignment rule defines the approver for e...

【**英文题目】**What can be done with a workflow field update action? Choose 2 Answers （ C,D ）A. A. Update the value of a formula fieldB.Update the value of a field on a child objectC. Change the record ...

英文原题】What should an administrator consider when configuring workflow rules? (2 answers) BDA.All existing records are evaluated when a new rule is activatedB.Rule actions can take place immediately o...

【英文题目】：The support team at Universal Containers wants to be more proactive about support plans with customers. They would like the support representative dedicated to each account to be notified befor...

参加Salesforce Admin认证考试的小伙伴们在【流程自动化】考点，经常会碰到time-based workflow的题目，常见的典型题目如下:A record is modified on 1/1/2008. It meets criteria for a time-based workflow rule; this rule schedules an action for 7 day...