Your customer service reps/agents are trying to manage cases as quickly as they can. Unfortunately, when the agent is on a contact or account record, s/he sees a consolidated list of open and closed cases in one related list. Wouldn’t it be great if you can show a related list of open cases by priority?… Continue reading Tracking Open Cases by Priority on Contacts and Accounts (Filtered Related List)
Here are other Summer 16 Enhancements that do not fall into the Lightning, Classic or Mobile enhancements category. So, here they are.. For additional Summer 16 features, visit the Summer 16 Release Highlights post. Live Agent: See where the customer chats came from in Chat Transcript using the network field Community Enhancements Enhance Security with LockerService for Communities (Critical… Continue reading Other Summer ’16 Enhancements
Summer is one of my favorite seasons of the year. When I think of summer, I think of sunny days, days at the beach or sitting poolside, vacations and fun. Summer ’16 is a milestone release. It is Salesforce’s 50th release! And to celebrate this milestone, Salesforce has jammed back this release with goodies!… Continue reading Summer ’16 Release Highlights
The list of Summer 16 features below only apply to both Lightning Experience and Salesforce Classic. There are additional Summer 16 features available to Lightning Experience only or Salesforce Classic only. Visit the Summer 16 Release Highlights post. 1.New Lightning editions offered. Four editions offered: optimized Professional, Enterprise, and Unlimited Editions, and Developer Edition. Review a… Continue reading Summer ’16 Features in Both Lightning Experience & Salesforce Classic
The list of Summer 16 features below only apply to the Salesforce Classic. There are additional Summer 16 features available to both Lightning Experience and Salesforce Classic. Visit the Summer 16 Release Highlights post. 1.Supported Browsers: Use IE versions 9-11, Safari version 8.x and Microsoft Edge, the most recent stable versions of Firefox and Chrome to… Continue reading Summer ’16 Salesforce Classic Only Enhancements
The list of Summer 16 features below only apply to the Lightning Experience. There are additional Summer 16 features available to both Lightning Experience and Salesforce Classic. Visit the Summer 16 Release Highlights post. Salesforce has packed a lot of new functionality only available in Lightning Experience and not for those who are still using Salesforce Classic.… Continue reading Summer ’16 Lightning Experience Only Enhancements
The list of Summer 16 features below only apply to the Mobile experience. There are additional Summer 16 features available for Lightning Experience and Salesforce Classic. Visit the Summer 16 Release Highlights post. View Account Insights on the Opportunities page. To use this feature, you need to “Enable Account Insights” on the Account Settings page in Setup. Get… Continue reading Summer ’16 Mobile Enhancements
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