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Bhavin Patel (Salesforce) ๋‹˜์ด * Sales Cloud - Getting Started *์— ๊ธ€์„ ์˜ฌ๋ ธ์Šต๋‹ˆ๋‹ค

Introducing BRAND ๐Ÿ”ฅ  *NEW* ๐Ÿ”ฅ Getting Started Resource: Rules and Queues Document

(Feel Free to download)

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Prioritize, distribute, and assign records to teams who share workloads. Queue members can jump in to take ownership of any record in a queue. They are available for cases, contact request, leads, order, custom objects, service contract, and knowledge article versions.

 

***Be sure to Check Page 2 for our complete content catalogue. Follow Me, Download the File๐Ÿ‘‡ and keep blazing new trails!

 

Resource Included:

Set Up Queues

Assignment Rules

  • How to Set Up Assignment Rule

Auto-Response Rule

  • How to Set Up Auto-Response Rule

Escalation Rule

  • How to Set Up Escalation Rule

Limits for Assignment, Auto-Response, and Escalation Rules

 

Trailhead and moreโ€ฆ

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