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Hello FSL Trailblazers,
We just published a new app on AppExchange to help you setting up Einstein Bot, Messaging and FSL to offer appointment booking via SMS to your customers!
You can now find Rider on the AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMdIiUAL
Using nearly only configuration, this package will help you to understand better how to use Einstein Bot, Messaging & FSL to offer Appointment Booking via SMS amongst other things. You just need to install it, tweak a few small items and should be good to go if you have the right license of course.
Let us know what you think!
1 commentaire
Hi @Gary Brandeleer and @* Salesforce Field Service *!
In the documentation for Rider installation, it specifies that we need to utilise Work Types to "Ensure these work types auto-generate Service Appointments." (Link to documentation here: https://quip.com/UV0NAhYfu6aw)
In the org in which we would like to explore Rider Bot, we are not creating Service Appointments through the "Auto-Create Service Appointment" checkbox, but instead using a Flow to create our Service Appointments and assign necessary values.
Would we still be able to use Rider in this scenario? Or do we need to configure our Service Appointments creation to be done via Work Types?
Many thanks in advance for your help!
#Einstein Bots #SMS #Messaging Channels #Salesforce Field Service
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I was able to determine the button called "Claim Abstract" and is a Claims Abstract Component. . Then I went back to the Visualforce Page and found all the various print options that pop up when I select to hit print, and granted profile access to each of those. I re-tested, still didn't work. I believe the Visualforce Page - Claim_Abstract is the one being used, but It doesn't show me anything when I select Where is this used? and I can't find any area in here to check licenses.
⛺ 🔑 Próximo webinar - Camp Success - Segurança ⛺ 🔑
Você é um administrador com muitas tarefas no seu dia-a-dia procurando ajuda rápida? Junte-se ao nosso Camp Success de Segurança!
Organizamos nossas 4 principais sessões em um evento com tópicos que vão desde fundamentos de segurança organizacional até o tópico mais relevante de como proteger sua conta com MFA. Você aprenderá as práticas recomendadas, assistirá a demonstrações e baterá um papo com especialistas para obter respostas às suas perguntas. Todos são bem-vindos - convide seus colegas!
🚨REGISTRE-SE >> sfdc.co/CampSuccessSecurity
🚩 Qual é a agenda?
Fundamentos de segurança organizacional
Aprofundando os conceitos de Segurança
Protegendo o acesso à conta com MFA
Pergunte aos especialistas, perguntas e respostas
💖 Estes são alguns comentários que os clientes compartilharam sobre os eventos anteriores de sucesso do acampamento:
- Sinto-me mais confortável com o processo de aprendizagem hoje. É tão grande e intimidante para mim. O webinar de hoje me ajudou a superar esse sentimento!
- Sinceramente, pensei que seria multitarefa durante o webinar, mas fiquei tão concentrado nos tópicos que não pude deixar de ouvir. OBRIGADO pelo ótimo conteúdo!
#Picks from the Pack: Customer Success #Picks From The Pack - Sales Cloud #Picks From The Pack - Service Cloud
⛺ 🔑 Upcoming Webinar - Camp Success-Security⛺ 🔑
Are you a busy admin looking for fast help? Join us for Virtual Camp Success!
We’ve curated our top 4 sessions into one event w/ topics ranging from org security fundamentals to the very hot topic of securing your account with MFA. You’ll learn best practices, watch demos & chat with experts to get answers to your questions. All are welcome - so invite a colleague or two!
🚨 REGISTER >> sfdc.co/CampSuccessSecurity
🚩 What’s the agenda?
Org Security Fundamentals
Security Deep Dive
Securing Account Access with MFA
Ask the Experts Q&A
💖 Here’s what customers have shared about previous Camp Success events:
- I feel more comfortable with the learning process today. It’s so big and intimidating for me. Today's webinar helped me overcome that feeling!
- I honestly thought I would be multi-tasking during the webinar, but I became so engrossed in the topics that I couldn't help but listen. THANK YOU for the great content!
#Picks from the Pack: Customer Success #Picks From The Pack - Sales Cloud #Picks From The Pack - Service Cloud
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📺 On-Demand Videos 📺
Camp Success - Service Cloud - Boost Agent Productivity
Learn how to empower your agents to work smarter, not harder with the power of Salesforce + Einstein. From the top 10 productivity tools to setting up Bots, you'll walk away with useful tips to start implementing today!
🚩 EPISODES:
1) Agent Productivity Tools 2) Case Classification & Next Best Action 3) Intro to Einstein Bots 4) Securing your Account with MFA
🚩 WATCH: https://salesforce.vidyard.com/watch/ip5eEHvngD5j8q5x59VbYb
🚩 DECKS & MORE: sfdc.co/ProductivityGuide
💖 Here’s what customers have to say
- Informative - set at a good pace!
- So much useful information. Great delivery, excellent content!
#Picks from the Pack: Customer Success #Picks From The Pack - Service Cloud
📺 Upcoming Webinar & On-Demand Videos 📺
Camp Success - Boost Service Cloud Agent Productivity
Join us for this 3-hour virtual event to learn how Service Cloud Agents can work smarter, not harder with the power of Salesforce and Einstein. You'll watch demos and have access to Salesforce experts to get your questions answered. Can't make it? Watch the recordings available below.
🚩 FULL AGENDA, RECORDINGS & DECKS: sfdc.co/ProductivityGuide
🚩 FOUR AWESOME SESSIONS:
1) Agent Productivity Tools 2) Case Classification & Next Best Action 3) Intro to Einstein Bots. 4) Securing your Account with MFA
🚩 REGISTER: sforce.co/SFcampsuccess
- AMER - June 9
- EMEA - June 16
- ANZ - June 22
- ASEAN - July 1
💖 Here’s what customers have to say
- I feel more comfortable with the learning process today. It’s so big and intimidating for me. Today's webinar helped me overcome that feeling!
- I honestly thought I would be multi-tasking during the webinar, but I became so engrossed in the topics that I couldn't help but listen. THANK YOU for the great content!
📺 REMINDER: Upcoming Webinar & On-Demand Videos 📺
Camp Success - Boost Service Cloud Agent Productivity
Join us for this 3-hour virtual event to learn how Service Cloud Agents can work smarter, not harder with the power of Salesforce and Einstein. You'll watch demos and have access to Salesforce experts to get your questions answered. Can't make it? Watch the recordings available below.
🚩 FULL AGENDA: sfdc.co/ProductivityGuide
🚩 VIDEOS: https://salesforce.vidyard.com/watch/ip5eEHvngD5j8q5x59VbYb
🚩 FOUR AWESOME SESSIONS:
1) Agent Productivity Tools 2) Case Classification & Next Best Action 3) Intro to Einstein Bots. 4) Securing your Account with MFA
🚩 REGISTER: sforce.co/SFcampsuccess
- AMER - June 9
- EMEA - June 16
- ANZ - June 22
- ASEAN - July 1
💖 Here’s what customers have to say
- I feel more comfortable with the learning process today. It’s so big and intimidating for me. Today's webinar helped me overcome that feeling!
- I honestly thought I would be multi-tasking during the webinar, but I became so engrossed in the topics that I couldn't help but listen. THANK YOU for the great content!
📺 On-Demand Video: Camp Success - Get Started w/ Sales & Service Cloud 📺
Busy admin looking for fast help? Watch these top 5 sessions!
With topics ranging from decluttering your org to reports & dashboards, you’ll learn best practices and watch demos.
🚨 WATCH >> https://sfdc.co/03qTv
🚩 What’s covered?
6 Guiding Principles to CRM Adoption
Declutter your Org
Intro to Reports & Dashboards
Intro to Process Automation
Intro to In-app Guidance
💖 Here’s what customers have to say
- I feel more comfortable with the learning process today. It’s so big and intimidating for me. Today's webinar helped me overcome that feeling!
- I honestly thought I would be multi-tasking during the webinar, but I became so engrossed in the topics that I couldn't help but listen. THANK YOU for the great content!
- With so much information out there on SF, these webinars give a clear path.
- It was a LOT of good information, delivered in a very quick manner! Perfect for a "get your feet wet" introduction to SFDC!
3 commentaires
✴️ WEBINAR RECORDING: CASE MANAGEMENT BEST PRACTICES ✴️
Looking for an introduction to case management? Join Salesforce expert @Chi Son on this upcoming webinar where we'll cover best practices on case assignment, escalations and routing.
RECORDING: sfdc.co/successbp
DECK: https://trailblazers.salesforce.com/0694S000001YYK2
QUESTIONS ASKED ON-AIR: https://salesforce.quip.com/teF5ASwFh6dX
***
Looking for other Success Best Practices? Check out the recordings at sfdc.co/succesbp
Topics range from user / data management, email integration, customizations and workflow automation!