2020年09月_sf_wilson

原创 CFA考试报名须知

【前言】：本篇作为CFA专栏的开篇之作，将以亲身体会记录和分享CFA一级考试注册，报名相关事宜，希望帮助大家规避一些不必要的麻烦。同时也鼓励大家放平心态，一起专注300小时，以期旗开得胜！【01 注册】：官网入口：CFA Institute注意事项：填写个人信息时，请以护照(考试核实身份的凭证)为基准。姓名不支持中文，以"张三"为例，具体如下：Given Name (First Name)：SanFamily Name (Last Name)：Zhang如果注册时，填写姓名草率了，以下提供两

2020-09-18 18:43:34 914

原创 Salesforce Certified Sharing and Visibility Designer (SU20)认证考试总结

【序】：因为疫情的影响，难能偷得半年闲，很享受生活节奏被放慢的感觉，有机会在世界重启时，暂时性远离城市的喧嚣和灵魂独处，和平淡而真的生活打交道。半年很长却又很短，在不自觉中步入了20年下半场，年前起的那些誓，趁这个特殊的年份尚未逝去，不得不加紧步伐为这个稍带苦涩的年份加点糖，这样回首时，那段静心研修的画面在暗淡的底色中更能凸显光辉，就如梵高的星空那样......【前言】：很幸运能在20年伊始为原有CRM系统并购的子公司销售团队，独立负责其Data Visibility的方案设计和落地，项目实施过程中在不

2020-09-12 19:18:29 755

原创 Salesforce Dynamic Dashboard动态报表、限制与解决方案

【前言】：在验证Sharing Settings中User Visibility Settings对记录访问的影响[14]时，创建dynamic dashboard供不同用户登进community按running user身份渲染dashboard数据，在保存dashboard时，报错如下：[Error: You reached the limit for dashboards run as the logged-in user.]，此篇博客将探索什么是dynamic dashboard，限制与解决方案。

2020-09-10 14:15:48 806

原创在Salesforce Validation Rule中使用Vlookup方法

【参考资料】：Salesforce VLOOKUP Example Salesforce: VLOOKUP

2020-09-07 19:00:34 353

原创 Salesforce File Share and Security

File Share and SecurityFile Sharing VisibilitiesNAME DESCRIPTION Private File is not shared with anyone. Like private report folder, file in private library can only be accessed by file owner. A file can specifically set "Make Private" to

2020-09-04 15:10:59 317

转载 Profiles vs Permission Sets

Do not confuse Profiles and Permission Sets with RolesThe profiles and permission sets are configuration items in Salesforce that will allow us to control different types of functionalities and the roles with allow us to control record visibility primari

2020-09-02 12:26:27 369

转载 Salesforce Data Sharing & Visibility —— Performance & Scalability

Guideline for Performance and ScalabilityGiven a particular complex customer org setup, design asecurity model that is maintainable at large scale.Group Membership and Sharing RecalculationSalesforce Role Hierarchy, Public Groups, and Territoriesare..

2020-09-01 18:50:46 2040

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