Level: IntermediateAdvanced Admin
Salesforce Custom Report Types: A Step by Step Guide
Salesforce Custom Report Types let you choose exactly which objects and fields a report can use, including your own custom objects and their child…
Tag
Salesforce
Level: AdvancedAdvanced Admin
Enterprise Territory Management in Salesforce: Models, Rules and Users
Enterprise Territory Management lets you split your customers into sales territories, such as North India or West India, and give each territory its own…
Level: AdvancedAdvanced Admin
Salesforce Collaborative Forecasting: Setup, Quotas and Adjustments
Salesforce Collaborative Forecasting shows how much revenue your sales team expects to close in a month or a quarter, and lets managers adjust that…
Level: IntermediateAdvanced Admin
Salesforce Campaigns: Members, Hierarchies and Campaign Influence
Salesforce Campaigns help you plan a marketing effort, track who took part, and prove which deals that effort helped to win. A campaign can…
Level: IntermediateSalesforce
Salesforce Omni-Channel Routing and the Service Console
Salesforce Omni-Channel is a routing engine that pushes each new piece of work, like a case, to the best available agent at the right…
Level: IntermediateSalesforce
Salesforce Knowledge: Articles, Data Categories and Publishing
Salesforce Knowledge is a built-in library of help articles that agents and customers can search to solve problems quickly. Instead of writing the same…
Level: IntermediateSalesforce
Salesforce Entitlements and Milestones: SLAs Made Simple
Salesforce Entitlements tell your support team what level of help each customer has bought, and milestones track whether you deliver that help on time.…
Level: IntermediateSalesforce
Salesforce Case Rules: Assignment, Escalation and Auto-Response
Salesforce Case Rules are three automatic tools that decide who gets a new case, what happens when a case waits too long, and which…
Level: BeginnerSalesforce
Salesforce Cases: Support Process, Web-to-Case and Email-to-Case
Salesforce Cases are records that track a customer’s question, problem or request until your support team solves it. A case keeps every email, call…
Level: IntermediateSales Cloud
Salesforce Products and Price Books: Quotes and Forecasts
Salesforce Products and Price Books let you record exactly what you sell on each deal, at the right price for each type of customer.…