Skip to main content
Topics#Customer ServiceDomanda di Reema Shetty
Reema Shetty ha fatto una domanda in #Customer Service
5 giu 2014, 15:38

Is there a way to add Client specific instructions or notes?

Hi,

 

I have a client who is very specific with the way they are dealt with. So when they log a case, is there a way I can customise Salesforce Professional to indicate the instructions we are expected to follow irrespective of who the case owner is?

 

Something like a notification or alert when "XYZ" client is selected from the lookup?

 

Please advise.

 

Thanks

 

Reema
2 risposte
  1. Reema Shetty
    6 giu 2014, 11:01
    Thanks Susan. I have installed Pop-up Alerts but need to udnerstand how this will work with alerting the case owner when a case is created for a particular client.

     

    1. How do I create a  validation rule that triggers the alert when the look up field value = XYZ on the case page layout?

    2. Do I keep the alert message on the Account page layout and the pop-up S control on the case page layout?

    Many thanks

     

    Reema
Scrivi una risposta...
0/9000