Slaesforce FAQ

how to add comments to contact page salesforce

by Mr. Sam Kassulke Jr. Published 2 years ago Updated 2 years ago
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Enter CaseComments in the Name field (1). Specify Enter Case Comment as the Field Label (2). Enter Enter Case Comment… as the Placeholder (3). This is the text the users see by default to prompt them to enter a comment.

  1. Click New on the Cases tab to create a case, or select an existing case and click Edit.
  2. Type your comments in Internal Comments .
  3. Optionally, select Send Customer Notification to email the contact on the case of your new public comment.
  4. Click Save.

Full Answer

How to integrate social customer service with Salesforce embedded chat?

Administer Social Customer Service Push a Slack Message to Salesforce (Beta) Embedded Chat Limitations Create an Embedded Service Deployment Add Your Embedded Chat to a Website Enable Moderation for Social Customer Service Customize the Embedded Chat Offline Form Customize the Embedded Pre-Chat Form Customize Additional Chat Branding

How to set up chat in Salesforce classic?

Set Up Chat in Salesforce Classic End a Chat Session Chat Queuing Options Set Visibility for the Chat Sessions Tab through Permission Sets Create Templates for Automatic Message Notifications Create Flows to Send Automatic Message Notifications Chat for Support Agents Permissions for Chat Support Agents Set Up Chat with a Guided Setup Flow

How do I associate a contact to a Salesforce opportunity?

After selecting the Contact, designate the role that the Contact plays in the Opportunity. If the Contact that you are associating with the Opportunity does not exist in Salesforce, click on the search icon to the right of the Contact field and click the create a new Contact link.

How to track messaging users in Salesforce messaging?

Track Messaging Users in Salesforce Messaging Limitations and Considerations Chat Button Settings Set Visibility for the Supervisor Tab Through Profiles Messaging Capabilities in Salesforce Classic versus Lightning...

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How do I enable case comments in Salesforce?

You can create and edit case comments on Case Detail pages....Click New or Edit on the Case Comments related list.Optionally, select Public to enable comment notifications to the contact on the case, and to let the contact view the comment on the Customer Portal or Self-Service.Type comments in Comment .Click Save.

What are case comments in Salesforce?

The Case Comments component in Experience Builder shows a list of all the comments that a customer and an agent have added to the case. The comments are visible as related records. Note This component was retired in all Salesforce orgs in the Summer '19 release.

How do I comment in Salesforce lightning?

0:030:32How to add comments to a task in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo a task in Salesforce lightning log into Salesforce lightning an open sales application go toMoreTo a task in Salesforce lightning log into Salesforce lightning an open sales application go to tasks click on edit. Comments.

What is on demand email to case in Salesforce?

On Demand Email-to-Case automatically converts emails to cases, without you having to download and install an agent behind your network's firewall. Simply Configure your email system to forward case submissions to the email services address provided to you by Salesforce.

How do you add a comment in Salesforce?

Click New on the Cases tab to create a case, or select an existing case and click Edit.Type your comments in Internal Comments .Optionally, select Send Customer Notification to email the contact on the case of your new public comment.Click Save.

How do you comment on a case?

A case comment should ideally begin with a short paragraph identifying the subject of the case so as to give the reader a fair idea regarding the issues you are going to address in the comment.

How do I comment out in Salesforce?

CommentsTo create a single line comment, use // . All characters on the same line to the right of the // are ignored by the parser. For example: ... To create a multiline comment, use /* and */ to demarcate the beginning and end of the comment block. For example:

How do I comment on a VF page?

Visualforce doesn't evaluate anything enclosed within standard HTML comments ( ), whether the comments are single line or multiline. For non-Internet Explorer comments, the Visualforce compiler replaces the contents of the HTML comment with asterisks.

How do you put a comment in HTML?

In HTML, a comment is text enclosed within < ! ╌ ╌> tags. This syntax tells the browser that they are comments and should not be rendered on the front end. Thanks to the comments tag, you can leave notes to remind yourself where you left off in the build process.

Does Salesforce email to case create contact?

The Email to Case Premium app can auto create new Contacts for you. It can also associate the newly created contact with an existing Account.

How do I set up auto reply in Salesforce?

To create a response rule for cases, from Setup, enter Auto-Response Rules in the Quick Find box, then select Case Auto-Response Rules....On the Auto-Response Rules page:Click New.Enter the rule name.To activate this rule, select Active.Click Save.Create rule entries.

Can we deploy email to case?

we can't deploy email-to-case because routing address of the Email-to-case in Sandbox and Production different. Better we implement email to case in the production.

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