From Setup, enter Business Hours in the Quick Find box, then select Business Hours. Click New Business Hours. Type a name for the business hours. Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes.
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Required Editions and User Permissions.
| User Permissions Needed | |
|---|---|
| To set business hours: | Manage Business Hours Holidays |
Table of Contents
What is a complete working day in Salesforce?
For deadline calculation (where Salesforce skips nonworking days), action plans consider any day with any amount of working time to be one complete working day. Since Saturday and Sunday are nonworking days, Ryan keeps their start and end times blank.
How do I set up the business hours?
Please follow the below steps for setting up the business hours: From Setup, enter Business Hours in the Quick Find box, then select Business Hours. Click New Business Hours. Type a name for the business hours. Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes.
How do I set default business hours for a case?
Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes. Optionally, click Use these business hours as the default to set the business hours as the default business hours on all new cases. Choose a time zone to associate with the business hours in the Time Zone drop-down list.
What is a role in Salesforce financial services cloud?
When a Financial Services Cloud user creates an action plan from a template at run time, Salesforce resolves the role to a user and assigns the task to that user. When two or more users share a role, Salesforce assigns the task to the creator of the action plan.
How do I set business hours in Salesforce?
To set business hours:From Setup, enter Business Hours in the Quick Find box, then select Business Hours.Click New Business Hours.Type a name for the business hours. … Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes.More items…
How do you set up business hours?
Tips for setting business hoursThink about your target customers when you set your hours. Ask them when they want you to be open.Set an incredibly easy to understand schedule.Publicize your business hours in all the media you use.Be open when you say you will. Open on time, and don’t close early.
How do I check business hours in Salesforce?
From Setup, enter Business Hours in the Quick Find box, then select Business Hours. Click New Business Hours. Type a name for the business hours. We recommend using a name that will remind users of a location or time zone when they view business hours on a case, entitlement process, or milestone.
How many different business hours can be set for one Organisation in Salesforce?
For simplicity, we recommend that you create one set of business hours per support center. You can’t deactivate business hours that are included in escalation rules. You must first remove them from the escalation rules. You can associate up to 1000 holidays with each set of business hours.
How do I set temporary hours on Google?
Under “Business hours,” click Holiday hours. Select the holiday date. To confirm suggested holidays: Click Review. To set a custom date: Click Add a date….Update your hours.If you’re open for the day: Check the box next to the date. … If you’re closed for the day: Uncheck the box next to the date.More items…
How do I set login hours in Salesforce?
Restrict Login Hours on the Support ProfileClick the Setup gear. and select Setup.Enter Profiles in the Quick Find box, and select Profiles.Click Custom: Support Profile.Under Login Hours click Edit and set up the schedule. … Click Save.
What is escalation rule in Salesforce?
Escalation actions specify when the case escalates and what happens when the case escalates. An escalation rule can reassign the case to another support agent (user) or support queue (queue). An escalation rule also can send notification emails to the new assignee, to the current case owner, and to other recipients.
How do I convert a datetime to Apex in Salesforce?
Convert Datetime to Date. DateTime dT = System.now(); Date d = Date.newInstance(dT.year(), dT.month(), dT.day());Convert Date to Datetime. Date d = Date.today(); Datetime dt = d; More from Salesforce notes. Follow. Toufik, Salesforce technical architect, based in Paris. Love podcasts or audiobooks?
Learning Objectives
Set Business Hours
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When you set business hours, you’re telling action plans to avoid nonworking hours, company holidays, and other nonworking days for deadline calculation and task completion. Handy! Both Ryan and his client associate, Srilakshmi, work out of Cumulus Bank’s headquarters in Pittsburgh, Pennsylvania. Since wealth management works there too, Matt sets up business hours for that l…
Set Up Company-Wide Holidays
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Next, Matt sets up company-wide holidays. Business hours and escalation rules are suspended during holidays, and the team can enjoy a well-deserved break. 1. Click and then Setup. 2. In the Quick Find box, enter holiday, and then select Holidays. 3. Click New. 4. Martin Luther King Jr. Day is observed as a holiday at Cumulus. Matt adds the details …
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Create Account Teams and Roles
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Ryan would like to assign action plan tasks to specific roles. To enable his, Matt sets up account teams and roles. What’s an account team? It’s a group of users who work together on a client. Matt then assigns the people who play those roles for a client. When a user creates an action plan from a template at run time, FSC resolves the role to a user and assigns the task to that user. Ry…
That’S It, Folks!
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With Action Plans in their org, Ryan’s team can run the Wealth Management division like a well-oiled machine. Action Plans is keeping them on track from within the context of their everyday tasks and the clients they’re servicing. And customers like Kiara have noticed. Lately, she’s been recommending Cumulus Bank to her friends and family. Thanks to Action Plans, our all-star tea…
Resources
- Salesforce Help: Set Up Nonwork Days
- Salesforce Help: Set Business Hours
- Salesforce Help: Enable Action Plan Task Assignment to Roles