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Should you reopen old sales opportunities in Salesforce?
However, when reopening old opportunities, Salesforce can’t distinguish and account for this period of dormancy when calculating your sales cycle, throwing those numbers out of whack. so instead of opening it again it may be better to go with lead nurturing for such opportunities as described in this sales process diagram.
What happens when a Salesforce process is closed?
This means if you tell Salesforce to exit the process when its closed, it won’t be able to enter it again. So for starters you will need two closed statuses, one for an inbetweeny temporary stage (Solution Provided or similar) which may close automatically after a month or so, and one that means its closed for good.
Is it possible to reopen a closed case?
Once you have completed probation and the court declares the case is closed, the government cannot reopen it. But sometimes, people want to reopen their own closed case to correct something or even to amend the judgment to reflect something different. I have done this for clients with immigration issues or licensing problems.
Can I reopen a case after probation?
Once you have completed probation and the court declares the case is closed, the government cannot reopen it. But sometimes, people want to reopen their own closed case to correct something or even to amend the judgment to reflect something different.
Can you reopen a closed case in Salesforce?
Open a new case If a case has been closed and a customer responds via a Service Cloud email it will attach itself to the case. We can use a Workflow Rule to automatically respond to this customer informing them that they will have to open a new case, we can also automate a field update to a customer field (Reopened?…
What should happen to a case once it is closed Salesforce?
Once a case goes to Closed status, it cannot be reopened, it can be cloned. If you still need assistance with the question or problem discussed in the closed case, just open a new Case, and reference the original Case number in the case Subject or Description, and describe the issue that needs to be addressed.
Can customer close a case in Salesforce?
Answer. Yes. 1. Click on the ‘Edit’ button.
How do I change case closed date in Salesforce?
The date of a closed Case cannot be manually edited. This field is considered to be an ‘audit field’ and is set when the case is moved to the Closed status.
What does it mean to close a case?
Phrase. case closed. Expressing finality, that that preceding material is meant as final, not subject to amendation or variation. quotations ▼ Used other than figuratively or idiomatically: A case is closed; specifically, a police investigation or similar is resolved.
How do I get a closed case in Salesforce?
Required Editions and User Permissions Click Close Case on a case’s detail page, Cls on the Cases related list, or Save & Close while editing a case. If enabled by your administrator, you can select Closed from Status on a case’s edit page and click Save without completing any more steps.
Why can’t I close a case in Salesforce?
How: To show closed statuses in the Case Status Field picklist, go to Support Settings and select Show Closed Statuses in Case Status Field. To hide closed statuses, deselect Show Closed Statuses in Case Status Field. By default, the setting is disabled, so closed statuses are hidden.
What is case lifecycle in Salesforce?
What is the Case Lifecycle report? It is a standard report type that tracks the duration of a case when the case owner or status is changed. There are 5 fields available in the Case Lifecycle report: Case History Owner. Case History Status.
How do Salesforce cases work?
A case is a customer’s question, feedback, or issue. Support agents can review cases to see how they can deliver better service. Sales reps can use cases to see how they affect the sales process. Responding to cases keeps your customers happy and enhances your brand.
What is the closed date?
The closing date refers to the date when a company purchase and sale transaction is signed off and completed. This date may be different than the effective date, which is the date when the transaction is deemed to have occurred. Most of the time, the closing and effective date of a transaction is the same day.
Can we change the Created date of a record in Salesforce?
1 Answer. Show activity on this post. You cannot change the CreatedDate of a record, it is not an editable field. The Audit Field perm lets you set the CreatedDate on insert but not update.
Can we insert created date in Salesforce?
Yes, you can import records with created and last modified dates the first time. You need not to create a case with salesforce for this. You need to enable this in Setup | Customize | User Interface | Enable “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” User Permissions.
Aric M Cramer
As stated above once it is closed, it can’t usually be reopened. Without knowing who wants it re-opened and why I can’t help you any further.
Tyler B. Ayres
It is called a rule 60 b motion. The only way to reopen the case is if you can present new evidence that was not available at the time of the trial or resolution. Typically, you are looking for evidence that is covered up or not found.
Edward D Flint
Not unless you want it reopened to correct the judgment if that improves your position. Once you have completed probation and the court declares the case is closed, the government cannot reopen it. But sometimes, people want to reopen their own closed case to correct something or even to amend the judgment to reflect something different.