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#Customer Service11 人正在讨论

Hello,

 

I have a problem that I find strange. When logged on to the parner portal as a partner, all list views that are supposed to show cases related to the partner that is logged on, only show one case.

 

If I try to display a record by pasting the URL with Case ID directly to the browser, when logged on to the portal, I get access to it without problem.

 

But both related lists and the list views (from the cases tab) only display a single case.

 

Any ideas?

 

Thanks,

 

Robert
3 个回答
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When I attempt to "request update" on a contact view; I receive this:

 

"Please authorize the inforce connector to access your LinkedIn nework"  then, it asks me to "Log in to LinkedIN" by depressing the "Log in to LinkedIn" button.  When I depress the button, I receive:

 

"An unexpected error has occured.  Your solution provider has beed notified"

 

Question: Who is my solution provider?

 

Question: According to what I read, LinkedIn is no longer operational

 

What must be done to make the "Request Update" work.

 

Your help is appreciated!

 

Demps
1 个回答
  1. 昨天,21:01

    Hi Demps,

    The message about the “inforce connector” suggests that the Request Update feature is using a third-party LinkedIn integration rather than a standard Salesforce feature. The “solution provider” would therefore be the vendor that supplied that connector/integration. 

     

    Since this is from 2012, the LinkedIn integration/API may no longer be supported, which would explain why the login/authorization step is failing. The Salesforce Community post itself does not identify the provider or provide a current fix. 

     

    I would check Setup → Installed Packages and Connected Apps for the Inforce/LinkedIn integration and identify the package/vendor. If the package is no longer supported, the Request Update feature would need to be replaced or updated with a supported LinkedIn integration. 

     

    If you can provide the Inforce package name/version o

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Hello, can you please advise me what is the protocol/process when I spot 2 idea posts, that are possible duplicates?

 

how do I flag that to the correcct person?

 

who merges?

 

I reiewed all ideas open on Picklists and Roll-up Summary fields today, and there are HEAPs of duplicates.  it means the rating field is not very accurate.

 

also, how do I tell, when Product Manager last reviewed their "idea bundle/lot"

 

thankyou
1 个回答
  1. 昨天,20:42

    Hi,

    For duplicate Ideas, there isn't a standard user action to merge two Idea records yourself. If you identify duplicates, you can flag/report them to the IdeaExchange/Product Manager team so they can review and determine whether they should be merged or otherwise handled. 

     

    I'd recommend including the links/IDs of the suspected duplicate Ideas and explaining why they're duplicates. Avoid simply assuming that similar titles should be merged, since the Ideas may have different use cases or requirements. 

     

    For the “Idea bundle/lot” review date, that isn't generally exposed as a standard field on the Idea. If you need to know when a Product Manager last reviewed a particular group of Ideas, that would depend on whatever internal process Salesforce uses for managing those Ideas.

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Hello Friends,

 

 Requirement in web to case functionality ..we have 2 queues handling 2 different types of cases(2 brand types).whenever a customer replies to a case all the emails from customer should be routed to  particular folder inbox.

 

( We enabled a web to case fnctonality , After a case is created ,which has a autoresponse rule that hits a email to customerthis this outbound email will show up in "activity history" for case record, but if a customer replies, the email goes to users Outlook inbox(User who is working on this issue), but inbound email does not get captured on Case.

 

)

 

Is their any way to capture all the custome emails.
1 个回答
  1. 昨天,20:33

    Hi Har par,

    For this requirement, you should use Email-to-Case along with Web-to-Case. Web-to-Case creates the Case from the web form, but it doesn't automatically capture subsequent customer email replies. 

     

    With Email-to-Case configured, customers can reply to the Case email and Salesforce can associate the incoming email with the existing Case, so the message is recorded in the Case's activity/history instead of relying on users' Outlook inboxes. 

     

    You can also configure your Case assignment rules/queues so the Cases are routed to the appropriate queue based on the brand/type. 

     

    If inbound emails still aren't being attached to the Case after enabling Email-to-Case, check the Email-to-Case routing address and the Case email threading settings.

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hello,

 

Object : Case

 

I would like delete 2 record type to come back with just a on master record type.

 

But when i want disactivate the record type, i have this message :

 

This record type Service Request Customer Prospect Phase cannot be deactivated because the following profiles use this record type as default.

 

Package License ManagerExternal WhoChatter External User

 

Problem, i'm Salesforce Administrator but i cant edit  this profiles.

 

Thanks for your help,

 

Antoine
40 个回答
  1. 2012年6月29日 10:37
    Antoine,

     

    Certain Profiles like the Chatter Free User can be assigned Record Types which cannot be removed by clicking an edit link in the Record Type Section of the Profile. This prevents Record Types from being deleted. In order to remove the record type from the Profile a URL 'Hack' must be performed.

     

     

    First, the Enable Enhanced Profile User Interface checkbox in the User Interface must be deselected:

     

    Setup> Customize> User Interface> Setup Section> Deselect  Enable Enhanced Profile User Interface> Save

     

    Proceed with the following Steps:

     

    1)Please follow this click path:

     

    Setup> Manage Users> Profiles> System Administrator> Navigate to Record Types> Click the Edit Link on the Object in question's Section

     

    At this Point you will be at the Edit Record Type Settings Page for the Object.

     

    2)Copy the URL from the adress bar on your browser and paste it into note pad:

     

    https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

     

    3)Now follow this click path

     

    Setup> Manage Users> Profiles> Chatter Free User

     

    4)Copy the 15 digit Salesforce Id from the URL in the Adress bar of your Browser:

     

    yyyyyyyyyyyyyyy

     

    5)You are now going to replace the id in the Edit Record Type Settings Opportunity Page ( the first id number right after the "jsp?id=" in the URL ) with the Id from the Chatter Free User.

     

    This:

    https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

     

    Should now look like this:

    https://na5.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=yyyyyyyyyyyyyyy&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

     

    xxxxxxxxxxxxxxx was replaced with yyyyyyyyyyyyyyy

     

    6)Now take the modified Url and place it in the Adress bar of your browser and hit enter.

     

     

    *************This will seem to have taken you to the System Administrator's edit page but you are in the right place.******************

     

    7)You will now be able to remove the value by highlighting it and selecting remove. Switch the Default record type to whatever you like and hit save.

     

     

    All you need to do now is repeat this for any other Profiles in which it is necessary, then Deactivate and Delete the Record Type.

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When creating a case for a technical issue for a customer, the agents fill out the following fields to help in prioritizing cases:

 

Severity

 

Impact

 

Urgency

 

But I'm having some issues in defining the values for the Impact field. I was trying to find best practices for capturing this information, without much luck. What I came up for the values are:

 

Extreme

 

High

 

Moderate

 

Low

 

What does you use? Thanks!

 

Allen
2 个回答
  1. 昨天,06:53

    Hi Allen,

     

    The most common issue with values like Extreme / High / Moderate / Low is that they are subjective—what an agent considers "Moderate," an agitated customer might call "Extreme."

     

    In ITIL and customer support operations, the gold standard is to tie Impact directly to scope and scale (who/what is affected), while leaving Urgency to handle time-sensitivity, and Severity/Priority to be the calculated outcome of both.

     

    Recommended Best Practice Picklist Values for Impact

    Instead of abstract adjectives, define Impact by the blast radius:

     

    • Organization-Wide (or All Users): Critical infrastructure or service is down for every user; company-wide halt.

     

    • Multiple Users / Department: A whole team, branch, or customer segment cannot perform critical work.

     

    • Single User / Individual: Only one person is blocked, or the issue is localized to an individual machine/account.

     

    • Minor / Informational: No operational disruption; cosmetic glitch, typo, or general inquiry.

     

    The Standard Matrix Formula (Impact + Urgency = Priority)

    When you define Impact by scope, you can automate your Case Priority (or Severity) using a formula or Flow matrix:

     

    Impact (Scope) | Urgency (Time/Deadlines) | Calculated Priority / SeverityAll Users | High (Work stopped, deadline immediate) | P1 - Critical

     

    Multiple Users | High | P2 - High

     

    Multiple Users | Low (Workaround exists) | P3 - Medium

     

    Single User | High (Executive or urgent milestone) | P2 / P3

     

    Single User | Low | P4 - Low

    Key Operational Tips

    • Use Field Help Text: Add clear definitions right under the field (e.g., "Select based on the number of users or business functions blocked").

     

    • Don't let agents guess Priority: Let the agents evaluate the objective facts (Impact = How many people? Urgency = Is there a workaround / deadline?), and let the system calculate the SLA/Priority automatically. This removes emotional bias from case triage.
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Hello,

 

does anyone know thru testing what fields our ideasExchange (customer community ideas) works on?

 

as it does not appear to be behaving as the standard ideas fields as per help and training.

 

if I add a word into comment, it is not returning when I search on that word

 

link:

 

https://help.salesforce.com/apex/HTViewHelpDoc?id=search_fields.htm&language=en_US#.Ideas

 

which is:

 

Idea Fields

 

 

Search Type

 

Field Searched

Sidebar

Advanced

Global

Comment

 

_img alt="Check" src="

https://help.salesforce.com/img/check.gif

" /_

_img alt="Check" src="

https://help.salesforce.com/img/check.gif

" /_

Description

 

_img alt="Check" src="

https://help.salesforce.com/img/check.gif

" /_

_img alt="Check" src="

https://help.salesforce.com/img/check.gif

" /_

Title

_img alt="Check" src="

https://help.salesforce.com/img/check.gif

" /_

_img alt="Check" src="

https://help.salesforce.com/img/check.gif

" /_

_img alt="Check" src="

https://help.salesforce.com/img/check.gif" /_
1 个回答
  1. 9月17日 20:37

    Hi, 

     

    The search behavior for Ideas can be confusing because the documentation describes which fields are searchable, but that doesn't necessarily mean every search interface indexes comments in the same way. 

     

    If a word is added only to an Idea comment and doesn't appear in the search results, I'd test the same word in the Idea Title and Description

    first. If those return results but the Comment does not, it would suggest the Community/Ideas search isn't indexing the comment content as expected. 

     

    Since this is from 2012, there may also be differences between the Help documentation and the specific Ideas/community implementation or release. 

     

    If you can provide the exact search screen you're using (Sidebar, Advanced, or Global) and an example Idea, it would help narrow down which fields are actually being searched.

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Is it possible to re-order the comments on individual ideas so that the most recent comment is at the top of the page rather than the bottom?
1 个回答
  1. 9月17日 20:22

    Hi Amy,

    If you’re referring to the standard Ideas

    functionality, the comments are displayed in chronological order, with the newest comments appearing at the bottom. There isn’t a standard setting to reverse the order so the most recent comment appears first. 

     

    If having the newest comment at the top is important, it would require a custom solution, such as a custom Visualforce page/component that queries and displays the Idea comments in descending date order.

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I'm created a batch file to call procsss.bat.  When i put this batch file in "C:\Program Files\salesforce.com\Apex Data Loader 20.0"  folder, this batch can execute successfully. But if this file is in other folder ,for example in "D:\New Folder" , this batch file executed with error message "system could not find the specified path" . How to handle it if i want to put batch file in another folder ? 
1 个回答
  1. 9月17日 20:12

    Hi ChinaSupport, 

     

    This is usually caused by the batch file using a relative path to process.bat or to the Data Loader files. When you run it from the Data Loader installation folder, Windows can find those files, but it cannot when the batch is launched from D:\New Folder.

    Use the full path to process.bat, or change the working directory before calling it. For example:

    @echo off

    cd /d "C:\Program Files\salesforce.com\Apex Data Loader 20.0"

    call process.bat

    Alternatively, use:

    call "C:\Program Files\salesforce.com\Apex Data Loader 20.0\process.bat"

    The call command is important when invoking another .bat file. 

     

    If your process.bat references other files using relative paths, changing to the Data Loader directory with cd /d is generally the safer approach.

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I am looking for the Lead History for converted Leads.   We have a few Leads that have been converted to Accounts and the data has been entered incorrectly.  I would like to know who I can find out who entered the data.  Usually this information would be displated the Prospect History Object but now that the Lead has been converted that information has been lost.  Any ideas how to get it back or at least view it in a report?

 

Thanks

 

Heidi

 

 
3 个回答
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