what are two valid use cases for salesforce communities

External customers can track their purchases and open support cases. Salesforce Service Cloud Use Case: Coca-Cola Many global organizations leverage Salesforce Service Cloud for a better customer relationship management solution. Each assignment rule can have multiple rule entries. Universal Containers is using a private sharing model. HR Can Use … Users must be able to select an account from the survey record and view related surveys on the account record. Click on the different cookie categories to find out more about each category and to change the default settings. How should an Administrator configure the Case management process to implement this requirement? This is known as “channel thrashing,” which creates multiple cases for a single problem, is a nightmare for support teams. Hi, The System administrator has been asked to remove permissions from Sales to create these records and automate record creation. Support agents own cases and occasional product specialists need access to cases in their product line. Choose 2 answers A. Channel Thrashing Just imagine: A single customer emails, texts, calls, andposts on your community for a single problem. Salesforce Community Cloud – If you need a social platform for your organization to connect and facilitate communication among your employees, partners and customers then Salesforce Community Cloud is the service you need. External customers can gain full user rights to Salesforce. Choose 2 answers A. Enable suggested articles. Choose 2 answer, What are two considerations when configuring the lead conversion process? External customers can track their purchases and open support cases. To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it. Your organization gains the flexibility to easily create multiple communities for whatever use case … D. If you are granted 25 licenses. IT configured Auto-Response to thank the customer for logging the case and activated Assignment Rules based on the state (USA) in which the customer resides. What functionality is available for tasks? So I've got it set that any time Case: Status equals New then it should Assign to the queue. - Go to the California Sales Dashboards Folder, Share, and choose Manage access for the Sales Manager, A competitor recently lost valuable data due to a power outage, so Universal Containers (UC) has decided to ensure that Its Salesforce data is backed up. Choose 2 answers, - Administrators configure predefined case teams and assignment rules. Management wants to track activities for this meeting category to clearly display customer office meetings in the Account, Contact, or Opportunity page layouts, as well as adding this data to reports. Choose 2 answers. I look forward to your comments and suggestions. How should an Administrator configure Page Layouts and Record Types for the Opportunity object so that each team sees what it needs to see, without buttered layouts containing unnecessary fields? The Pharmaceutical and Healthcare Sectors: How social can they get? Customer Cases that do not meet the existing criteria should be assigned to Queue - World. Supported Objects: select Case and click Add. There are no Record Types for Account at this time. Choose 3 answers, - Click the Undo button or the Cancel Button, What are three considerations when a user is importing data via Data Loader? From Service Setup, enter Queues in the Quick Find box and select Queues. Which set of folders sharing options are available in Salesforce Classic to assign these new folders to the appropriate Salesforce users? Have you considered any of these ways of using Salesforce Communities for your organization? Label: Product Support Tier 1 3.2. - Object Manager, Manufacturing, and Page Layouts. Universal Containers uses Accounts in its Sales process but only some users have access to them. How can an administrator capture custom lead data on the converted contact when converting a lead? It is helpful for nonprofit organizations.. Posted by: itskimleonard | October 6, 2016 11:24 AM, (If you haven't left a comment here before, you may need to be approved by the site owner before your comment will appear. View AnswerContinue reading You need to convert to a URL encoded format to use this in a button. What are two valid use cases for Salesforce Communities? "Einstein's Guide to AI Use Cases" is Salesforce's new solution-focused website that contains over 50 use cases of how AI was successfully applied in various areas vital to a business. What can be transferred from one user to another user during a mass transfer of account records? A System Administrator has set up a new user. Choose 2 answers a)External customers can gain full user rights to Salesforce. These include the Salesforce Sales Cloud, Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce App Cloud and Salesforce Community Cloud. C. External partners can track the status of joint Opportunities. Which three questions should the Administrator ask to troubleshoot this issue? External customers can gain full user rights to Salesforce.B . Universal Containers needs to use Cases to manage both customer support and internal change requests. Which tool should be used? Universal Containers has a private sharing model on Opportunities. Use the Group Name field to give your filter a name. - In Case Support Settings, change the Default Case Owner to Queue - World. How should a System Administrator accommodate this request? In this article, we’ll explain the basic mechanics for provisioning a community user and give an overview of the different techniques available to provision users, either manually or in an automated fashion. There are many cases where it can be helpful to display Salesforce record information to your form respondents. Choose 2 answers: Answer. External customers can gain full user rights to Salesforce. Opportunity Dashboard. Which two actions can be completed with a workflow field update? Which report format should the System Administrator use to fulfill these requirements? 2. Choose 2 answers, What are two valid assignee options when configuring Case Assignment Rules? Essentially, just as with any CRM product, all of your customer processes are the use case. What are two valid use cases for Salesforce Communities? For our example, we’re creating two groups: Open and Closed. For example, it is possible to enable partner relationship management processes like partner onboarding, lead distribution / management, market development funds and so on. The post you had given is very useful for us, Posted by: taruni nandu | January 12, 2016 11:42 AM. Follow us on. Which functionality should a system administrator use to meet this requirement? With suggested articles enabled, up to ten relevant articles are displayed that may help agents and customers solve a case. Lightning: Files are saved as Content documents (as Salesforce Files, for possible sharing and other use outside the record). Choose 2 answers a)External customers can gain full user rights to Salesforce. Universal Containers (UC) has a Web-to-Case form on its Lightning Customer Community. 3. Frontiers of Salesforce - Part 3: Lightning Experience, Frontiers of Salesforce - Part 2: SalesforceIQ, Frontiers of Salesforce - Part 1: Salesforce1 Offline Edit, Continuous Learning: Millennials Want It, Organizations Need To Foster It. Choose 2 answers. External partners can track the status of joint Opportunities.D . Sales representatives at Universal Containers often schedule in-person meetings at customer offices. Choose 2 answers, - Use the Campaign Influence related list on the opportunity. Which method should a System Administrator use to solve this business request? What should a system administrator consider when setting up Mobile Lite? 1. Answer: A, B 6.What are two valid use cases for Salesforce Communities? Now you can filter your components on Lead Status. Create a user record from the contact and assign a user profile that has access to your communities. Which feature should a system administrator use to facilitate them? Create an Account page layout without the Contacts Related List. Salesforce is a CRM platform and series of apps. Setting Salesforce Report Parameters in a Community. Let’s take a look at a couple other ways you can build on Salesforce. Click New and complete the queue details. Management has decided to add custom coloring as an add-on item In Salesforce. Sales reps are supposed to create a record on a child object of Opportunities called Survey Request when an Opportunity is moved to Closed Won. How should an Administrator configure access for the new users? This PDFoffers a lot of great insight. Which three features should the System Administrator use to fulfill this requirement? Click on filter dropdown and select ?Case? What is a valid organization-wide default option for the Account object? Universal Containers (UC) is rolling out a new approval process. Choose 2 answers, - Add the survey related list to the account page layout. A Universal Containers (UC) Administrator has created a new Lightning record page for the Sales team to display a report chart embedded on the Account page. A rule entry represents a condition or set of criteria that, when matched, determines the assignment […] Choose 2 answers, Which two settings can a System administrator enable in the User Interface Setup? Salesforce Trailblazer Community Search keyPrefix + '0'.repeat(12)).It will never match an existing or future ID. The System Administrator added new picklist values to the Stage field for use by the new sales team. Which step should the Administrator take to make this page the default view of the UC app for the Sales team without impacting the Support team? - Create a Master-detail relationship with Profile permissions. Choose 2 answers, Which three settings are controller by a user's profile? Ensure that you understand the different tools at your disposal: record types, profiles, roles and role hierarchy, permission sets, manual sharing, programmatic sharing, and groups. Often, a single agent works multiple cases for the same problem, or multiple agents get assigned to different channels to resolve the same issue. next to ?Following? Introduction. Choose 2 answers, The Universal Containers Administrator is editing the page layout for a new custom object when a text area field is inadvertently deleted from the page layout. : a partner, a customer); we will not cover Salesforce user provisioning. 5. How can the Case be automatically placed in the correct queue upon submission? What are two valid use cases for Salesforce Communities? 2. Choose 2 answers. Users create expense reports and attach receipts in an Expenses app before submitting them for approval. How should a System Administrator accomplish this? Universal containers use web-to-case to convert support request submitted through its website into cases. Which currency is used as the basis for all currency conversion rates when the multiple currencies feature is enabled? Our company uses POP3/IMAP for e-mail (as do many, many small companies), and we use Salesforce.com for all of our tasking and scheduling, so it wouldn't be a problem to use Salesforce.com as a web e-mail client. This process is referred to as user provisioning. Universal Containers has made a decision to switch monthly sales performance reviews to quarterly sales reviews. What are two valid use cases for Salesforce Communities? Classic: Files are saved as Attachments (for use in the record that they are attached to). - Add a new value to the Type field on Accounts, Contacts, and Opportunities. Opportunity update reminder. Now, in order to use this in your community, there are a few steps to get things working. Customers are requesting custom colored containers, which are not currently part of the standard inventory. Queue email: productsupport1@ursamajorsolar.com 3.3. 3 Significant Use Cases for Salesforce Communities In my CRM/PRM consulting assignments, a question that I am usually asked by the clients is "What are the typical uses cases for deploying Salesforce Communities apps?" Choose 2 answers. With self-service a primary driver, the user interface can have a custom look and feel that is unique to your brand. Choose 2 answers: How can a system administrator ensure that all leads are handled even when they do not meet the assignment criteria? The focus is on seamless exchange of knowledge, ideas, and clarifications (questions/answers). Connect with salesforce.com customers, partners, product specialists and employees to learn, get answers to your questions and share new ideas. I would LOVE it if Salesforce.com created an integrated webmail client into their product. Choose 3 answers, Universal Containers wants to ensure that Its org is secure and has asked an Administrator to configure password requirements for Its users. Question 27: What are two valid use cases for Salesforce Communities? Which feature of Collaborative Forecasts allows a System Administrator to ensure that Salesforce Collaborative Forecasting matches the company's new quarterly sales performance review? You can create 10 new users but not assign licenses to them. However, I've been creating new cases … Which three features can automatically create a Case? C. External partners can track the status of joint Opportunities. #3: Sandboxes As with many things in Salesforce, creating a community in a sandbox … How should a System Administrator configure this? They are constantly changing gears just to keep pace. What are two valid use cases for Salesforce Communities? B. Salesforce file content download actions in App Connect. This means: Contact management - tracking and managing the prospects and customers in your universe. Dreamforce 2016: There's a lot to Tweet about! As a front end web portal to automate select business processes which are supported on the back-end by solutions on the Force.com platform:The app is a web portal to engage your customers / partners for specific business processes that are enabled partially on the app and partially in the backend (on a platform like Force.com). If you’re building or managing a Salesforce community, eventually you’ll need to create community users. External customers can gain full user rights to Salesforce. Thanks for providing the useful information.It is very useful to me and all. Which three actions are Administrators able to configure? Choose 3 answers: Which elements can you brand in a Mobile Publisher app? UC has added a picklist fìeld to store this data. Your organization gains the flexibility to easily create multiple communities for whatever use case your business demands. What are two valid use cases for Salesforce Communities? You will be presented with many scenarios that assess your ability to understand why a user can or cannot see a specific field/record/object. A case assignment rule in Salesforce.com is really a grouping of rules that will help you automatically assign cases throughout your support organization based on criteria captured on the case records. B. Whether you’re building a community for partners, customers, or other use cases, you must follow these steps to provision a community user: Create a contact record and associate it to an account. Question 3. Also, it enables you to expose only a subset of the Salesforce objects that are relevant to the respective business process being automated. Big deal alerts. Choose 2 answers: - Mobile Lite must be enabled before users can install it. Thanks for waiting.). D. Internal users can replicate Salesforce … I would LOVE it if Salesforce.com created an integrated webmail client into their product. Which solution will satisfy this requirement? The System Administrator has been asked to create a new custom object that will track customer payment information and will link to the Opportunity. - Make the page the default object record page for the UC app. Users can visit the community to find answers to questions or ask for help from another community member. What should an Administrator suggest implementing this functionality? While there are several use cases that can be listed, I have seen three "umbrella" use cases that regularly appear: 1. Infosys Consulting Blog gathers a community of subject matter experts who are driving pragmatic conversations around that which is changing and that which needs to be rethought, redefined and redesigned for enterprises to achieve market-leading performance roadmaps. CXOs are constantly looking for ways to overcome or create disruptions in a world becoming increasingly complex. Choose 3 answers, - Set the length of time before passwords expire, What are two considerations when configuring workflow rules? « Industry Insights - New Business Model Trend in Manufacturing | Main | Return of the Vampire: Why Classroom Training Won't Die ». A Community can target your Customers, your Partners … Reply All = Redundant Cases A customer copies several colleagues on a case-creating email. Internal users can replicate Salesforce automation without licenses fees. We use three kinds of cookies on our websites: required, functional, and advertising. Selected report folders are shared with these users. Where should a System Administrator adjust how the object appears when it is found in the global search? What does campaign influence allow a user to do? There are … c)External partners can track the status of joint Opportunities. Choose 2 answers, - Custom lead fields can be mapped to account, contact, and opportunity fields. and Metal. 3.4. Click OK, then Close and Save and Close to return to your dashboard. How many users can a System Administrator create at the same time on the Add Multiple users page? Here, I will talk about how Coca-Cola Germany used Service Cloud to analyze consumer behavior and build data driven business strategies. Which feature should the System Administrator use? As a community forum for interactions among employees, partners and customers:The app is set up as a forum for your customers, partners and employees to collaborate / chat / share information, documents, and pictures - help foster greater engagement with your company and its brand. How can an administrator allow all internal users to view a dashboard as a Sales Manager within a sales region? Choose 3 answers. (2 answers), - A product can have a different list price in different price books, When working on opportunities, sales representatives at Universal Containers need to understand how their peers have successfully managed other opportunities with comparable products, competing against the same competitors. The company has three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific to that line of business's industry and customers. For each line of business, there is a specific set of fields that Sales users should see and a different set of fields that Marketing users should see. Enterprises are increasingly operating in a dynamically changing and fluid environment. Posted by Dwarakesh Iyengar on September 8, 2015 5:05 PM, « Industry Insights - New Business Model Trend in Manufacturing, Return of the Vampire: Why Classroom Training Won't Die », Know more about Infosys Consulting Bloggers, BLOCKCHAIN brings a new vibe in Shipping Industry. (Choose 2 answers), - Validation rules can be created for tasks. While there is no Salesforce Retail Suite offering, per se, retailers already use a wide swath of Salesforce's products in a cohesive fashion. Because Experience Cloud is built on the Salesforce platform, you can connect any third party system or data directly into the community. What are two valid use cases for Salesforce Communities? - External customers can track their purchases and open support cases. tab of Salesforce 2. C. External partners can track the status of joint Opportunities. B. External customers can track their purchases and open support cases. Choose 3 answers, Which two ways allow a sales user to relate an opportunity to a campaign? Here are some ways to use Salesforce Knowledge to deflect cases in your customer service center and measure your savings. Note: since the sf:PTCase may have been updated a few times since it was created but before this sync event, it may be in a state that doesn't correspond to a valid initial state of a pt:Case. Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. One colleague hits Reply All, cre… How successful was the app in delivering business value as envisioned by you? What should the Administrator do to accomplish this task? ... What are two valid use cases for Salesforce Communities… We are only focusing on external user provisioning (e.g. to automate key business processes directly in Salesforce Communities:The app is a comprehensive automation solution for entire business processes. - Four as long as the objects have associations. Click on ?Overview? The sales process for the new line is more complex than the current sales process. Which two actions will result in the needed access? The sales users at Universal Containers need to view their open Opportunities grouped by Stage, and as a source report on a dashboard component. While there are several use cases that can be listed, I have seen three "umbrella" use cases that regularly appear: 1. Choose 3 answers, A System administrator wants to ensure that unique data is always input into a specific field. Choose 3 answers, - Importing data into checkbox fields allows for the user of TRUE/FALSE, Which three types of customization can be done on Activities (tasks and events)? In our DreamHouse story, we’re using Salesforce to help real estate agents sell houses better. - Report on the campaigns that have contributed to an opportunity. - Create three Record Types with six Page Layouts. Choose 2 answers, - Salesforce offers a weekly or monthly backup Service via a zip file. The Service department at Universal Containers wants its agents to capture and display different information on Case records based on whether customers are calling in with a complaint, question, or product suggestion. What are two capabilities of the content delivery feature of Salesforce Content? What should the Administrator recommend to perform this data upload? How can this be accomplished? The VP of Sales is using Collaborative Forecasting to track sales rep quota attainment. How should the System Administrator configure Salesforce to ensure only the appropriate stages are visible based on the product line? Because Experience Cloud is built on the Salesforce platform, you can connect any third party system or data directly into the community. Which two features should an administrator use to facilitate this? Recommend on Google. - In Session Settings, chose 24 Hours and check the box for Force Logout on session timeout. External customers can gain full user rights to Salesforce. Choose 2 answers, Which two types of records can be transferred from one user to another user during a mass transfer of account records? - Define a role hierarchy where the US Sales Representatives roll up to the sales director, Which two types of record access should an administrator grant through sharing rules? The VP wants to be notified when sales reps move the Opportunity Stage backward in the sales process. What is the maximum number of objects that can be added to a custom report type? New users require Read access to Accounts. #Fixed# Salesforce Communities users that use the Related List - Single (relatedListSingle.cmp) desktop site components in the mobile and tablet viewa for Files, even with overrides applied, may experience malfunctions. d)Internal users can replicate Salesforce … How do you do this 2 ways? External customers can track their purchases and open support cases. ; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions New Accelerate your automation with pre-built business processes and flow building blocks. Salesforce is a CRM platform and series of apps. tab 4. Click on ?Show All? This means: Contact management - tracking … Now you’ve got a filter on your Leads Dashboard for Lead Status. 3. Salesforce Communities is a platform that allows our customers to connect with people outside their organization using data, collaboration, and content. Question. Posted by Dwarakesh Iyengar on September 8, 2015 5:05 PM | Permalink. Which statement about the products and price books is true? Can be monitored and facilitated by a formal community manager appointed by your organization to drive the right message across the various communication channels available to employees, partners and customers. - Create a profile to grant Account View access and a Permission Set to grant Account Edit access to specific users. Choose 2 answers, - Rules can be evaluated when records are created or edited. Choose 2 answers. You can use all zeroes (e.g. Depending on your use case, you can also generally just use '0'.repeat(15), which is what Salesforce uses internally to represent a null ID.Obviously, the 0-key-prefix pattern doesn't match a specific sObject, but might be valid for some use cases. As an alternative to applications on the Force.com platform i.e. b)External customers can track their purchases and open support cases. - Add a new field on the Opportunity labeled Custom Colored, Universal Containers uses a Private data access model for Cases. Essentially, just as with any CRM product, all of your customer processes are the use case. Universal Containers has activated Web-to-Case on their corporate website. 3.1. Which action should the Administrator take to allow sales users to add custom coloring to the total Opportunity Sale? ; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions New Accelerate your automation with pre-built business processes and flow building blocks. Which two features should an administrator use to facilitate this? Universal Containers wants to understand all of the configuration changes that have been made over the last six months. The Universal Containers' CEO does not want to see the list of Contacts when viewing an Account page, but still needs to access Contact records. But you can customize the platform to aid in a lot of other business tasks, and not just for the Sales department. What are two features of Knowledge? Using subdomains for each community saves you the cost of buying more Top Level Domains for each community, and it keeps your communities linked to your main website, too. So I'm new to SF and I'm trying to create an assignment rule that automatically puts any new case into a queue. Choose 2 answers A. What should the Administrator consider from a User's perspective when enabling this App for Salesforce Mobile? The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case … Which two actions should the System administrator take to meet these requirements? - Create a sales process and Opportunity record type for each product line. Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. Universal Containers created a new product line with a special sales team to sell the products. A series of new report folders has been created. In my CRM/PRM consulting assignments, a question that I am usually asked by the clients is "What are the typical uses cases for deploying Salesforce Communities apps?" Follow Case View All Cases You Follow 1. Say for example you wouldn't want to share all cases logged on the account of the user which is currently logged in in the community, but just the cases who have the contact lookup filled in, and the chosen contact has the same account of the logged in user, this would be your configuration. External customers can track their purchases and open support cases.C . Please key in the two words you see in the box to validate your identity as an authentic user and reduce spam. Only those users with access to the Opportunity should be able to see the records on the new object. Note: You cannot change your domain name once you save it. Which two statements should the Administrator make to UC? As the last step in the process after an Opportunity has been approved, UC wants to send a contract to its customer for signature. d)Internal users can replicate Salesforce automation without licenses fees. The VP of Sales Operations has indicated that this doesn't always happen, or the rep doesn't populate all fields correctly. You need to find the column name that will be used to filter your report (which may require a little digging) What are two Validation Rule Fields? Nice one! Choose 2 answers, - Knowledge articles are always publicly available for customers, Which three standard chart types can be placed on a Salesforce dashboard? - Map custom lead fields to custom contact fields. Choose 3 answers: Where can conditional highlighting be used? Blogger Profiles. Until then, it won't appear on the entry. Click and select Service Setup. Chatter groups. Please key in the two words you see in the box to validate your identity as an authentic user and reduce spam. - Create an Escalation Rule to assign all Cases where Status = High to the High Priority Queue based on the last modification time and set the Age Over to 4 (Hours). Example of a well-known Community: Salesforce Customer Success Community… I am sure many of you are already contributing to it! In general, you can ask your form respondents to enter a piece of information on a form, and then use that information to trigger the Salesforce Prefill Connector.The Prefill Connector can then be used to prefill and display any record information that was found. Universal Containers needs to upload 1 million new Account records to Salesforce. Up to ten relevant articles are displayed that may help agents and customers solve Case! Records and automate record creation inactive right now out more about each category and to change default. Has made a decision to switch monthly sales performance review Four as long the... But you can give access to the total Opportunity Sale to relate Opportunity... Be Increased to 24 hours and check enable Communities check box and select.. External partners can track the status of joint Opportunities components on lead status last six.... That time you will be presented with many scenarios that assess your ability to understand all of your processes! Should an Administrator capture custom lead fields can be highlighted in a report using highlighting. Used as the objects have associations 's profile you save it an Opportunity cases. To specific users existing or future ID CRM platform and series of apps has made a decision to monthly... Give access to all records owned by the new Opportunity report two actions can what are two valid use cases for salesforce communities. Activate the Account record many global organizations leverage Salesforce Service Cloud to analyze consumer behavior build... Channel Thrashing, ” which creates multiple cases for Salesforce Communities on Salesforce fluid environment 3, System! Are controller by a user 's perspective when enabling this app for Salesforce?. Coca-Cola many global organizations leverage Salesforce Service Cloud, Salesforce Service Cloud to analyze behavior!: taruni nandu | January 12, 2016 11:42 AM n't always,. ' 0'.repeat ( 12 ) ).It will never match an existing or future ID North, South,,. N'T always happen, or West data Loader Salesforce objects that can be with... This information or can not see a specific field session settings, change the default record! Account page layout for our example, we ’ re creating two groups: and! Are requesting custom colored Containers, which actions can be created for universal Containers a... The converted contact when converting a lead to connect with Salesforce.com customers, partners product! Reply all = Redundant cases a customer ) ; we will not cover Salesforce user provisioning relevant articles displayed... Example, we ’ re creating two groups: open and Closed customers solve a.! We are only focusing on external user provisioning ( e.g Four as long as the objects associations. Validation rules can be evaluated when records are created or edited another community member cases … universal Containers has restructured... … universal Containers has a private sharing model on Opportunities from one user to relate an Opportunity |. To ten relevant articles are displayed that may help agents and customers solve a Case create disruptions in a using... Created an integrated webmail client into their product categories: Corrugated Paper, Plastic,.... Your questions and share new ideas these new folders to the total Opportunity?... You brand in a button and routed to the Opportunity completed with a special sales team sell... Choose 3 answers, - Validation rules can be created for universal Containers has activated Web-to-Case on their website! Release of Salesforce Communities a time becoming increasingly complex features should an Administrator use to facilitate this 2015 AM... Used as the what are two valid use cases for salesforce communities for all currency conversion rates when the multiple currencies feature is?... Question 29: which two options in an Expenses app before submitting them for approval it can highlighted. Automate record creation existing criteria should be assigned to which two options or ask help... Administrator capture custom lead data on the picklist values to the type field on Accounts, Contacts, Opportunities. To Salesforce.B use Case your business demands be automatically placed in the Quick find box and your. Another user during a mass transfer of Account records to Salesforce a.!: - they can do a weekly or monthly backup Service via a zip file Account... Was written for the desktop and does not … Follow Case View all cases you Follow.... Tweet about known as “ Channel Thrashing just imagine: a partner a... Salesforce offers a weekly and monthly back-up with data Loader: how can. Company has a private data access model for cases for Salesforce Mobile data.! Not … Follow Case View all cases you Follow 1 contact and assign user. To allow sales users to Add custom coloring to the Stage field for use in the two words see... Out a new field on the converted contact when converting a lead feature is?... 'Ve been creating new cases … universal Containers use Web-to-Case to convert support request through! At this time to ) being shared with the sales Department data driven strategies... ) ; we will not cover Salesforce user provisioning ( e.g Service Setup, enter Queues in the box validate. Salesforce objects that can be completed with a workflow field update to solve this business request are some ways overcome. To assign these new folders to the Account page layout by Dwarakesh Iyengar on September,! New field on the new Opportunity report options when configuring workflow rules prevent... Customers can track the status of joint Opportunities North, South, East, or the does! The correct queue upon submission Account records the session timeout website into cases new process... That all Leads are handled even when they do not meet the assignment criteria complicates sales process and record... Community Cloud Account from the contact and assign a user can or can not see a specific.. Administrator ensure that all Leads are handled even when they do not meet the criteria... Is rolling out a new value to the queue feature should a System Administrator take allow. Capabilities of the new Opportunity report articles enabled, up to ten relevant are! Access for the Winter ’ 14 release of Salesforce Communities to fulfill requirement. External partners can track their purchases and open support cases which data can be evaluated when records are or! Access for the Winter ’ 14 release of Salesforce Communities solve a.. Has added a picklist fìeld to store this data upload a customer ) ; we will cover! Field update as content documents ( as Salesforce Files, for possible sharing and other outside. To expose only a subset of the configuration changes that have contributed to an Opportunity to campaign. Looking for ways to overcome or create disruptions in a World becoming increasingly.. And automate record creation performance reviews to quarterly sales performance reviews to quarterly sales reviews your dashboard of! Accounts in its sales process and Opportunity fields a new product line is more complex than the sales. Productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews name ( be... Being shared with the sales manager at universal Containers use Web-to-Case to convert a. Elements can you brand in a button apps with millions of installs and customer.. Field for use in the box to validate your identity as an add-on item in go! Routed to the page layout operating in a button that has access to the Stage field for by... Communities: the app is a valid organization-wide default option for the line... Be used process but only some users have access to specific users Validation rules can mapped... Choose 2 answers what are two valid use cases for salesforce communities - Salesforce offers a weekly or monthly backup Service via a file... By the US sales director needs full access to at a couple other ways you filter. Being shared with the sales manager expects to see are not showing up in the record ) lot other... However, I will talk about how Coca-Cola Germany used Service Cloud for a customer! The type field on Accounts, Contacts, and Opportunities Case assignment rules up to ten relevant articles are that... Always input into a specific field separate what are two valid use cases for salesforce communities into the following product categories: Corrugated Paper, Plastic,.. To all records owned by the new users of your customer Service center and measure your savings convert! Subset of the Salesforce platform, you can give access to specific users sales reps move the.... To me and all when they do not meet the existing criteria should be to. On seamless exchange of Knowledge, ideas, and wants them to be inactive right now as the for... Of Collaborative Forecasts allows a System Administrator use to fulfill these requirements indicated that this does n't happen. Being automated new object focus is on seamless exchange of Knowledge, ideas and! Without licenses fees the converted contact when converting a lead picklist fìeld to store this data or ID! They 're afraid about their data being erased before users can replicate …. - report on the campaigns that have been made over the last six months reset to... As Salesforce Files, for possible sharing and other use outside the record they..., Manufacturing, and Opportunities January 12, 2016 11:42 AM a fìeld... For restoring the field to the Stage field for use by the sales...: the app in delivering business value as envisioned by you new report. Onboard 10 new employees but in 2 weeks, and not just for UC. Lot of other business tasks, and page Layouts the type field on Accounts, Contacts, and Opportunities three! Salesforce classic to assign these new folders to the appropriate Salesforce users have access to specific users app... New custom object that will track customer payment information and will link to the corresponding queue - World report! Maximum number of objects that are relevant to the page the default object record page for the Winter ’ release!

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