Escalation actions specify in what amount of time cases escalate and what actions take place. You can add up to five actions for each rule entry to escalate the case over increasing periods of time. Let’s take a closer look at each of these and how they look inside Salesforce. Age Over...
When it comes to answering the question: “how do I create a Campaign in Salesforce?”, simply clicking the “Add New” and “Save” buttons, is one small part of a wider operation. Sure, you can create a Salesforce Campaign in seconds, but to create oneproperlythere’s more than wha...
In our next chapterwe’ll discuss how people fit into the data transformation process. Once you’ve built a compelling business case for a CDP, you’ll need to identify key stakeholders to work with. This all starts with creating a data centre of excellence. ...
Get timely updates and fresh ideas delivered to your inbox. Sign up now Just For You Turn Less Work Into More Sales With Automation 5 min read An Introduction to the MEDDIC Sales Process 6 min read Didn’t Get Tickets to Dreamforce in Person? Experience the Magic from Salesforce+ ...
The only prerequisite for this use case is to have some architecture in Salesforce built to contain this information. This can be done in a number of ways, but we’ll use the Account, Contact, Opportunity, OpportunityLineItem, and OpportunityContactRole objects. ...
Welcome our next post about how to create a Community for “Absolute beginners”. This is our fifth part, in which you can get familiar with Community Workspaces, some elements of Administration, and know what is Gamification. 10 min read ...
Free eBook: How to improve agent effectiveness Download now Related resources Customer Service Customer Service Recovery 11 min read Customer Service Omnichannel Customer Service 13 min read Customer Service Generative AI Customer Service 10 min read ...
In response to the challenges posed by the pandemic, Salesforce embarked on an ambitious journey to ensure continuous connection with their community, and created Salesforce+, a dynamic streaming service. Partnering with Kaltura, and following just a 4-month implementation, ...
In This Article Step 1: Check Your Salesforce Version Step 2: Install the WPForms Plugin Step 3. Set Up Your Salesforce WordPress Integration Step 4. Set Up Your Salesforce App Permissions Step 5. Connect WordPress to Salesforce Step 6. Create Your Salesforce WordPress Form ...
the Salesforce domain. As part of the training, you will be solving assignments and quizzes after every module. Then, you will work on real-world projects and case studies. All this will give you hands-on experience and make you ready to take on challenging roles in the Salesforce ...