The Salesforce case object is the main object of the Salesforce Service Cloud and a case typically represents a customer’s issue, question, or feedback along with its resolution process. So the main thing for each of the cases is to ensure storing information related to them, and the steps that are required to solve that … Read more
Case Feed gives you a new way to create, manage, and view your organization’s cases. Use this tip sheet to implement Case Feed, understand the impact of upgrading cases to the new interface, and get an overview of its features. Set Up Cases for Salesforce Classic Follow these high-level steps to set up Case Feed … Read more
Salesforce Case Escalation rules are used to: Ensure that cases do not go unresolved by support agents or Ensure that the customer support team is meeting customer service-level agreements or Prioritize the support of important customers. Case escalation rules in Salesforce are used to reassign and optionally notify individuals when a case is not closed … Read more
Case assignment rules in Salesforce automatically assign the cases to a particular user or position them into the queues based on the specified criteria. The Case assignment rule can assign the cases despite the way the cases are created. And each case assignment rule contains numerous rules entries that define the assignee of a case. … Read more
Essentially, cascade deletion is a by-product of Salesforce’s file structure, and particularly, the parent-child relationship between records. The result is that when you accidentally delete an account or record from Salesforce (which wouldn’t be unusual, with 64% of SaaS data loss resulting from human error), all its related items go with it. Cascade delete- a … Read more
Canvas enables you to easily integrate a third-party application in Salesforce.Canvas is a set of tools and JavaScript APIs that you can use to expose anapplication as a canvas app. This means you can take your new or existing applications and make them available to your users as part of their Salesforceexperience. Create the Canvas … Read more
New campaigns in Salesforce have two default member status values: “Sent” and “Responded”. To customize the values, you can create them manually, set up “campaign templates” to copy the status values or bulk create the values using Data Loader. Campaigns can help you monitor prospects as they interact with your marketing assets. After a person … Read more
Campaigns are outbound marketing projects that we want track, plan and manage leads, contacts and opportunities we use campaign records. We can add both leads and contacts to campaigns in Salesforc.com. To create new campaigns in salesforce, User must have Marketing User’s licence and also must enable permissions on campaigns in their profiles. More items… … Read more
Campaign Influence is a tool that helps you attribute a percentage of success to influential campaigns. Two versions are available: Campaign Influence 1.0 for Salesforce Classic and Customizable Campaign Influence for Classic and Lightning Experience. The customizable version offers more flexibility in Campaign Influence is a tool that helps you attribute a percentage of success … Read more
A campaign hierarchy enables you grouping campaigns together within a specific marketing tactic, which allows you to analyze related marketing efforts more efficiently. A campaign hierarchy illustrates campaigns that are associated with one another via the Parent Campaign field.Aug 20, 2020 Full Answer How do I create a campaign hierarchy in Salesforce? (*as ‘Campaign Hierarchy’ … Read more