Customer Service Agents have to manage many cases and sometimes, even the best of them, may need a gentle reminder that a specific case may need a bit of love and attention. Enter automation… Here are a few lessons learned from implementing this use case: Create a formula to track case update threshold by business… Continue reading Send a Case Update Reminder Email When the Update Threshold Has Been Exceeded
This blog post is a built solution based on a post in the Salesforce Automation Trailblazer Community by Edixon Puglisi. Edixon wanted to automatically create a Chatter post to the opportunity owner reminding them that their opportunity has had the same stage for over 30 days. The solution was posted by my friend, Michelle Hansen,… Continue reading Post to Chatter When Opportunity Stage Is Not Updated in Over 30 Days
For those orgs that have either customer or partner community users, you know that your users need the Manage External Users permission and then your system administrator needs to add the nested buttons to the contact or person account record page. Under the Manage External Users button are additional nested buttons: Enable Partner User Enable… Continue reading Deactivate and Cleanup a Community User
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