How do I know if I am in Salesforce or Salesforce mobile?
You will see a (1) show up in the corner on the little bell icon in either application. If you are in mobile and have badges/banners on for the Salesforce app, you may also see that appear.
How to assign a case to a queue in Salesforce?
The first field is going to be a dropdown that will allow us to mirror the list of Queues available for Cases. We will call this Assign to Queue. The next field we need to create is a User Lookup. This we’re going to call Assign to User. We are using this in place of the Owner field, because that isn’t allowed (at the time of this post).
How do I add an auto-reply to a case in Salesforce?
Salesforce has a section in the Support Settings where you can add an email template for all auto-replies to cases. I don’t recommend using this, because you cannot control who gets an auto-reply, and who does not. You may think that everyone should get an auto-reply, but that’s not the case.
How to create a notification route in Salesforce?
Step 1: Create the Notification Route 1 Go to Setup → Notification Builder → Notification Type 2 Click New and then give the Notification Type a name. This is important if you decide to have more than one Type available. 3 Select the Type
Basic Terminology of Integrating Phone calls in Salesforce
The three basic terms that we come across while integrating phone calls in Salesforce are Softphone, Call Center and Open CTI.
Example of a basic Phone Call integration
There are diverse CTI options available for companies using Salesforce. Spoiler: There isn’t a one-size-fits-all solution, so you’ll have to research which CTI will help you best run your operations smoothly and efficiently.
Tips to keep in mind while integrating Phone Calls in Salesforce
We all understand the importance of time for Sales representatives of all business types. Integrating phone dialing in Salesforce eliminates the manual time-consuming dialing process. Integration helps in automation and accurate dialing for sales representatives so that they can concentrate more on their conversation with clients.
Tips on SMS integration Apps
An SMS platform can help you follow up with prospects and customers after initial phone calls. We can use it to broadcast texts for campaigning purposes etc. We can also use it for one to one messaging.
Should everyone get an auto reply?
You may think that everyone should get an auto-reply, but that’s not the case. Some people have vacation notices turned on, or they have auto-replies on their own email box, which can cause a case-looping problem. That’s a nightmare because you’ve got two email auto-replies just spamming each other back and forth!
Can you send an email to a Salesforce alias?
When a customer sends an email to your support alias, they are likely going to expect a reply. You might even be required to provide one, depending on how your SLAs are worded. Salesforce has a section in the Support Settings where you can add an email template for all auto-replies to cases.
Step 1: Create the Notification Route
The purpose of this step is to create a notification that will either go to the Mobile or Desktop app, or both.
Summary
And there you have it, your notification alert out to users is all set up! Enjoy this wonderfully simple, but powerful, new tool.