Hello, everyone!
In what scenarios should a user associate a Case Program to a Case object in Salesforce? Should this association typically occur manually during a specific stage of the case lifecycle, or should it be incorporated as part of an automation process, such as flows or triggers? What best practices should be followed to ensure it aligns with the purpose of the program?
Thank you!
2 个回答
+ adding this to the @Nonprofit Cloud Case Management group for others to chime in too! @Agentforce Nonprofit (Nonprofit Cloud)
