Table of Contents
How do I create a support process in Salesforce?
From Setup, enter Users in the Quick Find box and select Users. Click New User and enter the details. Click Save. Now create a product support process. From Setup, enter Support Processes in the Quick Find box and select Support Processes. Click New and complete the field details.
How do I integrate trailhead with Salesforce?
Install the Field Service managed package in a Trailhead playground. Create an end-to-end integration process to load and prepare data from different sources. Enable Salesforce to send messages and information to Slack for real-time collaboration. Use price books to help your sales team track key details for all their deals..
What is the difference between myTrailhead and trailhead in Salesforce?
‘myTrailhead’ and ‘Trailhead’ are two different tools. They are related, but supported by different groups within Salesforce. Be sure your request for support goes to the right team. ‘myTrailhead’ is a paid add-on product for your Salesforce organization . If you are a ‘myTrailhead’ customer here is how you can get support.
How do I integrate Salesforce field service with slack?
Install the Field Service managed package in a Trailhead playground. Create an end-to-end integration process to load and prepare data from different sources. Enable Salesforce to send messages and information to Slack for real-time collaboration.
Where is Edge communication in Salesforce?
Click the App Launcher. and select Service. Click the Accounts tab, and select Edge Communications from the list.
How do I raise a case from a trailhead in Salesforce?
From Salesforce Help click Contact Support. Then click Create a Case. Select the topic you need help with between either product or billing questions. Fill out your case details including all required fields.
What is Trailhead and trailblazer community?
Trailhead and the Trailblazer Community are part of one unified platform. The Trailblazer Community helps you learn relevant skills, connect with other Trailblazers, and give back. Together, Trailhead and the Trailblazer Community are your one-stop shop to learn, earn, and connect from anywhere.
What is page layout in Salesforce trailhead?
The page layout editor lets you: Control which fields, lists of related records, and custom links users see. Customize the order that the fields appear in the page details. Determine whether fields are visible, read only, or required.
How do I open a support case in Salesforce?
Here are the new steps:Log in to Salesforce Help.Click Contact Support.Click Create a Case on the “Create a Case” tile.Select an “Inquiry Type” from the options available to you: … Fill in the required Case fields.Add any Case Collaborators to allow people to follow Case progress.Click Create Case.
What is Salesforce support?
(800) 667-6389Salesforce / Customer service
What is Salesforce MVP?
For those who have not heard of the Salesforce MVP program, it was introduced to showcase and thank individuals who demonstrate exceptional leadership qualities. These individuals are lifetime learners, who go above and beyond to share their expertise and help the Trailblazer Community.
How do I access myTrailhead?
In an incognito or private window navigate to https://trailhead.salesforce.com. Click the blue login button in top right. Select Email as the authentication path. Get code from email and complete login.
Who is Trailhead answer?
A Trailhead Playground is an org that you can use for hands-on challenges, learning new features, and testing customizations. If you haven’t created one, don’t worry. You get one automatically when you create a Trailhead account.
How do I enable page layout in Salesforce?
Create a Page Layout for ReadersFrom Setup. , choose Setup.Click Object Manager and select Knowledge.Click Page Layouts.Click New.If you’re basing the page layout on an existing layout, choose it. Maria selects None.Enter the name of your page layout. Maria enters Procedure – Reader .Click Save.
How do I add a layout in Salesforce?
Create Page LayoutsFrom the management settings for the object that you want to edit, go to Page Layouts.Click New.Optionally, choose an existing page layout to clone.Type a name for the new layout.More items…
How do I create a Pagelayout in Salesforce?
Create Page LayoutsFrom Setup, click Object Manager and select Account.Click the Page Layouts link, then click New.Select Account Layout from the Existing Page Layout picklist.Enter Customer Account Layout for Page Layout Name. … Click Save.More items…
Learning Objectives
Create processes to streamline a support team’s workflow and case management.
Create a New User Using Setup Flow
Before you get going on that, add user Ada Balewa, Ursa Major Solar’s Customer Support Specialist.
Configure Case Status Picklist Values
To help Ursa Major’s customer support reps track cases more efficiently, add values and customize your case status picklist values to track the status and life cycle of cases.
Create Processes
Now create a product support process to support product-related cases.
Create Case Page Layouts
Create a product support case page layout to show information specific to product-related cases.
Create Record Types
Now, create Product Support and Inquiry Record Types using the Case Page Layouts you just created. The Record Type will determine which case page layout you see when creating a case.
Create a Case to Test Your Support Processes
To test the inquiry process you set up, create an Inquiry case using the new Inquiry record type. Pat Stumuller, a customer contact at Pyramid Construction, called in to find out what kind of warranty his company has for their solar panels. Log a case to track the inquiry.
Introduction
As the admin for AW Computing, you get lots of requests to help streamline processes and boost efficiency. And with your Awesome Admin skills, you deliver on those requests. The company has a brand-new vice president of services, Noah Larkin, and he’s anxious to make some productivity-enhancing changes.
Follow Along with Trail Together
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
How to verify trailhead email?
You can verify your Trailhead profile email by logging into Trailhead, click on the ‘My trailhead Profile’ link under your name on the top right, and then clicking ‘Edit’ on the left. Let me know if this helps resolve the issue for you.
Is Trailhead email linked or verified?
The linked (and verified) account is the correct Trailhead email.
Learning Objectives
Introduction
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As the admin for AW Computing, you get lots of requests to help streamline processes and boost efficiency. And with your Awesome Admin skills, you deliver on those requests. The company has a brand-new vice president of services, Noah Larkin, and he’s anxious to make some productivity-enhancing changes. He’s asked for your help changing how his team handles cases. The suppor…
Follow Along with Trail Together
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Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
Add A User
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Before you get going on that, add Noah Larkin as a user. 1. From Setup, enter Users in the Quick Find box and select Users. 2. Click New User and enter the details. 3. Click Save.
Create Processes
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Now create a product support process. 1. From Setup, enter Support Processes in the Quick Find box and select Support Processes. 2. Click New and complete the field details. 2.1. Existing Support Process: Master 2.2. Support Process Name: Product Support Process 2.3. Description: Process for logging product support cases 3. Click Save. 4. Leave the…