R05.06.01.03 · 任务小类

CRM配置

CRM configuration

Change fields, layouts, permissions and territories in CRM setup.

20 条本项目编写的提案 · 分类 v1.1 · 新增基准运行 0 次。下方验证方式与部分得分规则是设计，不是执行结果。

典型应用: Salesforce Setup · HubSpot settings
小类 GUI 需求标签: G2 · GUI 必要

任务提案 · 20

展开查看完整原文与建议检查方式；两种界面均保留提案英文原文。

R05.06.01.03-T01 Add a formula field visible only to marketing users

原始指令

Salesforce developer org, Setup. On Opportunity create formula field 'Days to Close' (Number, 0 decimals) = CloseDate - TODAY(). Field-level security: visible (read-only) only to profile 'Marketing User'; hidden for all others. Add it to the 'Marketing Opportunity Layout' only.

平台: web · 任意系统（网页）
应用: Salesforce Setup
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 2 / 5

建议验证方式

Grader retrieves metadata as admin: field formula, type, scale; FieldPermissions only for Marketing User (read); layout membership exactly one. API Enabled removed from the agent profile, so Metadata/Tooling API and sf CLI access are denied; Setup Audit Trail must show the change via Setup UI.

建议部分得分

40% field and formula; 40% FLS exact; 20% layout placement

R05.06.01.03-T02 Create a dropdown company property and show it in the record sidebar

原始指令

HubSpot test portal, Settings > Properties. Create company property 'Contract Tier' (internal name contract_tier) in group 'Company information', type dropdown with options Bronze, Silver, Gold, Platinum (in that order), then add it to the company record's 'About this company' sidebar card as the third property.

平台: web · 任意系统（网页）
应用: HubSpot settings
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 drag · 拖放
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 2 / 5

建议验证方式

Property definition (admin API read): name, group, type enumeration, option order; sidebar card configuration lists it in position 3. No private-app or developer token issued; the account audit log must show the change from settings UI.

建议部分得分

50% property and options; 20% option order; 30% sidebar position

R05.06.01.03-T03 Determine whether a permission set lets users delete accounts

原始指令

Salesforce developer org. User 'r.park' has profile 'Standard User' plus permission set 'Account Access' and permission set group 'Sales Ops'. Determine whether she can delete Account records (consider object permissions across profile, sets and muting permission sets). Write 'yes' or 'no' and the granting/muting component to output/answer.txt.

平台: web · 任意系统（网页）
应用: Salesforce Setup
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动
工作产物: WP12 · 答案 / 决策
条件: licensed · 授权专业软件
提案难度: 1 / 5

建议验证方式

Answer equals key (a muting permission set in the group removes Delete, so the naive 'yes' is wrong); component named correctly. API Enabled is removed from the agent profile, so SOQL/Tooling queries are denied and permissions must be inspected in Setup.

建议部分得分

60% correct yes/no; 40% correct component cited

R05.06.01.03-T04 Add conditional components to an opportunity Lightning record page

原始指令

Salesforce developer org, Lightning App Builder. Edit 'Opportunity Record Page': add a tab 'Deal Desk' containing the related list 'Competitors' and a Rich Text note; set component visibility so the tab shows only when Stage = Negotiation/Review and the user has custom permission 'Deal_Desk'. Activate as org default for desktop.

平台: web · 任意系统（网页）
应用: Salesforce Lightning App Builder
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

FlexiPage metadata: tab with the 2 components, visibility rule with both criteria (AND), activation assignment org default desktop. Grader renders the page as 2 users and checks tab presence. API Enabled removed from the agent profile, so Metadata/Tooling API and sf CLI access are denied; Setup Audit Trail must show the change via Setup UI.

建议部分得分

30% components placed; 40% visibility rule; 30% activation

R05.06.01.03-T05 Restructure a page layout with sections and required fields

原始指令

Salesforce developer org. Clone 'Account Layout' to 'Partner Account Layout'; create sections 'Partner Profile' (2 columns) and 'Compliance' (1 column); drag in the 8 fields listed in input/partner_fields.txt in the given order; make 'Partner Tier' and 'NDA Signed' required; assign the layout to record type 'Partner' for all profiles.

平台: web · 任意系统（网页）
应用: Salesforce Setup
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

Layout metadata: sections, column counts, field order, required behaviors equal key; layout assignments for record type Partner across profiles. API Enabled removed from the agent profile, so Metadata/Tooling API and sf CLI access are denied; Setup Audit Trail must show the change via Setup UI.

建议部分得分

40% sections and field order; 20% required fields; 40% layout assignments

R05.06.01.03-T06 Block closed-won opportunities without a signed contract

原始指令

Salesforce developer org. Create validation rule 'Require_Signed_Contract' on Opportunity: error when Stage is Closed Won and Contract_Signed__c is false, except for record type 'Renewal' with Amount < 10,000. Error message 'Attach signed contract before Closed Won' on field Contract_Signed__c. Activate.

平台: web · 任意系统（网页）
应用: Salesforce Setup
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

Grader runs 4 DML test cases as admin (blocked, allowed exception, allowed signed, other stage) and checks outcomes and message location; rule active. API Enabled removed from the agent profile, so Metadata/Tooling API and sf CLI access are denied; Setup Audit Trail must show the change via Setup UI. Control pair: T13.

建议部分得分

60% test-case outcomes; 20% error message and field; 20% active

R05.06.01.03-T07 Grant sales-ops edit access with a permission set group and field security

原始指令

Salesforce developer org. Create permission set 'Commission Admin' (edit on custom object Commission__c, read/edit FLS on Rate__c and Override__c, read-only on Paid__c), add it with existing set 'Report Builder' to a new permission set group 'Sales Ops Admins', and assign the group to the 4 users in input/users.txt.

平台: web · 任意系统（网页）
应用: Salesforce Setup
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 risk · 高风险 / 不可逆
提案难度: 3 / 5

建议验证方式

ObjectPermissions and FieldPermissions equal spec; group composition exact; PermissionSetAssignment for exactly 4 users. API Enabled removed from the agent profile, so Metadata/Tooling API and sf CLI access are denied; Setup Audit Trail must show the change via Setup UI.

建议部分得分

40% object and field permissions; 30% group composition; 30% assignments

R05.06.01.03-T08 Configure a new deal pipeline with stage probabilities and required properties

原始指令

HubSpot test portal. Create deal pipeline 'Partner Deals' with stages Registered (10%), Qualified (25%), Joint Pitch (50%), Commit (80%), Closed Won, Closed Lost; require properties 'Partner company' at Qualified and 'Close date' plus 'Amount' at Commit; restrict moving backward from Commit.

平台: web · 任意系统（网页）
应用: HubSpot settings
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 drag · 拖放
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Pipeline definition: stage names, order, probabilities, closed flags; conditional stage properties per stage; backward-move restriction set. No private-app or developer token issued; the account audit log must show the change from settings UI.

建议部分得分

40% stages and probabilities; 40% required properties; 20% restriction

R05.06.01.03-T09 Add a choice column, form placement and a business rule in Dynamics 365

原始指令

Power Apps maker portal for a Dynamics 365 Sales trial environment. In the Account table add choice column 'Risk Rating' (Low/Medium/High), place it on the main form in section 'Summary' below 'Industry', and create a business rule that locks 'Credit Limit' when Status Reason = Inactive. Publish all customizations.

平台: web · 任意系统（网页）
应用: Dynamics 365 · Power Apps
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 drag · 拖放 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

Solution export (admin): column and options; FormXml position; business rule logic; published. Grader opens an inactive account form and checks field lock. No app registration or pac CLI auth is issued, Conditional Access admits the agent only via the sandbox browser, and solution import is denied; changes must appear as maker-portal edits in solution history.

建议部分得分

30% column; 30% form placement; 30% business rule behavior; 10% published

R05.06.01.03-T10 Make opportunities private and share enterprise deals by criteria

原始指令

Salesforce developer org (sandbox data). Set Opportunity org-wide default to Private (internal), keep grant-access-using-hierarchies, then create a criteria-based sharing rule giving public group 'Exec Viewers' read-only access to opportunities where Segment__c = Enterprise. Do not change other objects' defaults.

平台: web · 任意系统（网页）
应用: Salesforce Setup
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 risk · 高风险 / 不可逆
提案难度: 3 / 5

建议验证方式

Org-wide default for Opportunity = Private; sharing rule criteria, group and access level exact; other OWDs unchanged; grader checks record visibility as 2 test users. API Enabled removed from the agent profile, so Metadata/Tooling API and sf CLI access are denied; Setup Audit Trail must show the change via Setup UI.

建议部分得分

30% OWD; 40% sharing rule; 30% visibility tests and no collateral changes

R05.06.01.03-T11 Create a team with restricted permissions and assign users in HubSpot

原始指令

HubSpot test portal, Users & Teams. Create team 'EMEA Sales' with the 5 users in input/emea_users.txt; give them a permission set 'EMEA Rep' that can view and edit only deals owned by them or their team, cannot export, and cannot delete contacts. Do not change any other user's permissions.

平台: web · 任意系统（网页）
应用: HubSpot settings
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: risk · 高风险 / 不可逆
提案难度: 3 / 5

建议验证方式

Team membership exact; permission set definition matches; 5 users assigned; other users' permissions unchanged (diff). No private-app or developer token issued; the account audit log must show the change from settings UI.

建议部分得分

30% team; 50% permission settings; 20% no collateral changes

R05.06.01.03-T12 Customize forms and add an automated action with Odoo Studio

原始指令

Odoo 17 Enterprise with Studio. On CRM opportunities add a selection field 'Deal Source' (Partner, Inbound, Outbound, Event) and a related field showing the customer's country; place both on the form after Expected Revenue and in the list view; add an automated action: when Deal Source = Partner, add follower 'Partner Manager' user.

平台: web · 任意系统（网页）
应用: Odoo Studio
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 drag · 拖放 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 4 / 5

建议验证方式

ir_model_fields x_studio_* with types; view arch positions; base_automation record with trigger/domain/action; grader creates a Partner deal and checks follower. XML-RPC is blocked for the agent and module import is disabled; customizations must be Studio-generated (studio_customization ir_model_data).

建议部分得分

30% fields; 30% view placement; 40% automation behavior

R05.06.01.03-T13 Deploy the same validation rule as metadata (control pair of T06)

原始指令

Control pair of T06. Separate developer org with an API-enabled user (sf CLI authenticated). Write the ValidationRule metadata for the same logic and message and deploy it active.

平台: lin · Linux mac · macOS win · Windows
应用: Salesforce CLI · VS Code
交互表面: term · 终端 api · API / SDK
GUI 需求 · 任务设定: CL · CLI 足够
GUI 需求 · 普通权限: AP · API 足够
交互原语: code · 代码与命令
工作产物: WP06 · 代码 / 工程
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

Same 4 DML test cases as T06; compared to T06 to measure the GUI penalty.

建议部分得分

60% test outcomes; 20% message/field; 20% active

R05.06.01.03-T14 Build and activate a territory model with assignment rules

原始指令

Salesforce developer org with Enterprise Territory Management enabled. Create model 'FY27', territory type 'Geo', territories West, Central, East under a 'North America' parent, account assignment rules on Billing State (from input/territory_states.csv), run the rules, assign territory users, and activate the model.

平台: web · 任意系统（网页）
应用: Salesforce Setup
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 risk · 高风险 / 不可逆
提案难度: 4 / 5

建议验证方式

Territory2Model active; hierarchy and rules exact; ObjectTerritory2Association for accounts equals key; UserTerritory2Association per spec. API Enabled removed from the agent profile, so Metadata/Tooling API and sf CLI access are denied; Setup Audit Trail must show the change via Setup UI.

建议部分得分

25% hierarchy; 35% rules; 25% account assignments; 15% activation and users

R05.06.01.03-T15 Add a record type with its own picklist values and sales process

原始指令

Salesforce developer org. Create Opportunity sales process 'Partner Sales' with stages Registered, Qualified, Joint Pitch, Closed Won, Closed Lost; record type 'Partner Deal' using it, with Lead Source values limited to Partner Referral and Event, default Partner Referral; enable it for profiles Partner Manager and System Administrator only.

平台: web · 任意系统（网页）
应用: Salesforce Setup
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 4 / 5

建议验证方式

BusinessProcess values; RecordType picklist value sets and default; profile record-type visibility exact. API Enabled removed from the agent profile, so Metadata/Tooling API and sf CLI access are denied; Setup Audit Trail must show the change via Setup UI.

建议部分得分

30% sales process; 40% record-type picklists; 30% profile visibility

R05.06.01.03-T16 Migrate an account page to Dynamic Forms with visibility rules

原始指令

Salesforce developer org. Upgrade 'Account Record Page' to Dynamic Forms: create field sections 'Basics', 'Financials', 'Partner'; Financials visible only when AnnualRevenue > 0 and the user has profile 'Finance'; Partner section visible only for record type Partner; remove the legacy Record Detail component. Activate for the Sales app.

平台: web · 任意系统（网页）
应用: Salesforce Lightning App Builder
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 4 / 5

建议验证方式

FlexiPage: field sections and fields per input/sections.txt, visibility rules exact, no Record Detail component, app activation. Grader renders as 3 users/records and checks visible fields. API Enabled removed from the agent profile, so Metadata/Tooling API and sf CLI access are denied; Setup Audit Trail must show the change via Setup UI.

建议部分得分

30% sections and fields; 40% visibility rules; 30% activation and legacy removal

R05.06.01.03-T17 Design a lead-qualification blueprint with mandatory transitions in Zoho CRM

原始指令

Zoho CRM trial, Blueprint. For Leads, build blueprint 'Qualification' on field Lead Status: New -> Contacted (requires Last Contact Date) -> Qualified (requires Budget and Timeline, owner only) -> Converted; Disqualified allowed from any state with mandatory reason; publish and apply to criteria Lead Source != Partner.

平台: web · 任意系统（网页）
应用: Zoho CRM
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: drag · 拖放 click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 4 / 5

建议验证方式

Blueprint definition read by admin: states, transitions, required fields, who-can-perform, criteria; grader executes transitions on test leads and checks enforcement. No Zoho CRM API OAuth client is issued to the agent; the blueprint must be built in the Blueprint editor (audit log shows its web session).

建议部分得分

30% states/transitions; 40% transition requirements enforced; 30% criteria and publish

R05.06.01.03-T18 Implement a role-and-sharing access matrix and prove it with test users

原始指令

Salesforce developer org. input/access_matrix.xlsx defines who can read/edit Accounts, Opportunities and the custom object Commission__c across 5 roles and 3 profiles (incl. field-level rules). Build the role hierarchy, OWDs, sharing rules, permission sets and FLS so that every matrix cell holds; do not grant Modify All Data.

平台: web · 任意系统（网页）
应用: Salesforce Setup · Excel
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 long · 长流程 risk · 高风险 / 不可逆
提案难度: 5 / 5

建议验证方式

Grader logs in as 15 test users and checks CRUD and FLS for each matrix cell (90 checks); no permission set or profile grants Modify/View All Data. API Enabled removed from the agent profile, so Metadata/Tooling API and sf CLI access are denied; Setup Audit Trail must show the change via Setup UI.

建议部分得分

70% matrix cells pass (proportional); 15% no over-privileged grants; 15% hierarchy correct

R05.06.01.03-T19 Configure a custom object with associations, pipeline and record layout

原始指令

HubSpot test portal (Enterprise trial). Create custom object 'Subscription' with properties (plan, MRR, start, renewal date, status), labeled associations to Company ('Billing account') and Deal ('Originating deal'), a pipeline 'Subscription lifecycle' with 4 stages, and a record page layout with MRR and renewal date in the highlights card.

平台: web · 任意系统（网页）
应用: HubSpot settings
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 drag · 拖放
工作产物: WP08 · 应用 / 系统状态
条件: long · 长流程
提案难度: 5 / 5

建议验证方式

Schema read by admin: object, properties and types, association labels, pipeline stages, record customization config equal key; grader creates a test record and checks associations work. No private-app or developer token issued; the account audit log must show the change from settings UI.

建议部分得分

30% object and properties; 25% associations; 25% pipeline; 20% layout

R05.06.01.03-T20 Build a model-driven app with a table, views and a business process flow

原始指令

Power Apps maker portal (Dynamics 365 trial). Create table 'Site Survey' (columns per input/survey_columns.xlsx, lookup to Account), main form and 2 views, a business process flow 'Survey to Install' with stages Schedule, Survey, Approve, Install and required steps, a security role 'Surveyor' (user-level CRUD), and model-driven app 'Field Ops' including them.

平台: web · 任意系统（网页）
应用: Power Apps · Dynamics 365
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 drag · 拖放 type · 文字与表单
工作产物: WP06 · 代码 / 工程
条件: licensed · 授权专业软件 long · 长流程
提案难度: 5 / 5

建议验证方式

Solution export: table/columns, forms, views, BPF stages and required steps, role privileges, app sitemap equal key; grader runs the BPF as a test user. No app registration or pac CLI auth is issued, Conditional Access admits the agent only via the sandbox browser, and solution import is denied; changes must appear as maker-portal edits in solution history.

建议部分得分

25% table and columns; 20% form/views; 30% BPF; 25% security role and app

已有研究映射

以下沿用研究目录中的基准与小类映射，不是逐题标注、执行记录或产品背书。

CRM配置

任务提案 · 20

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原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

已有研究映射

同工作流族的小类