What are the functions for formulas overriding Salesforce field metadata?
Additional Functions for Formulas Overriding Salesforce Field Metadata String Functions for Formulas Schedule, Run, and Monitor Data Sync Dimension to Date Transformation: Convert the Column Type
How do I use Einstein accuracy analytics with Salesforce data connect?
Verify the Incremental Sync Settings for Salesforce Data Connect and Sync Your Data to Tableau CRM Analyze Prediction Accuracy with the Einstein Accuracy Analytics App Share a Collection Coefficients Tab for Numeric Use Cases Hubspot Connection (Beta) Cross-Validation Failure Alert Connect to Remote Data Outside of Your Salesforce Org
How do I take action on multiple records at once?
Take Action on Multiple Records with Mass Action Links Add a Link Widget to Link to Other Assets Data Prep Access Based on Your User Type Add a Toggle Widget to Filter Dashboard Results Based on a Dimension
Can you report on milestones in Salesforce?
To view work orders with milestones, create a work order report using the Object Milestones custom report type. To view cases with milestones, create a case report using the Cases with Milestones custom report type. Create list views that filter on milestone fields.
How do I see milestones in Salesforce?
From the object management settings for cases, go to Page Layouts. In the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor. In the Other Tools and Components section, select the Milestone Tracker and specify where on the page you want it to appear. Click Save.
What is Milestone Tracker in Salesforce?
The milestone tracker gives support agents a complete view of upcoming and completed milestones, and displays countdowns for active and overdue milestones. Add it to the case feed, work order feed, a custom page, or the Service Console.
How do I get case milestone in Salesforce?
To get started, see Entitlement Management.From Setup, enter Milestones in the Quick Find box, then select Milestones under Entitlement Management.Click New Milestone.Enter a name and description. ... Select a recurrence type. ... Click Save.
What are case milestones?
Edit on cases. Milestones are required steps in your support process. They're metrics that represent service levels to provide to each of your customers. Examples of milestones include First Response and Resolution Times on cases.
What are milestone actions in Salesforce?
Milestone actions are time-dependent workflow actions that occur on milestones in an entitlement process. Actions can be added to milestones after the milestone is added to an entitlement process.
What is recurrence type in Milestone in Salesforce?
The milestone occurs on repeat whenever the milestone criteria match the record criteria. Note Only one occurrence of a sequentially recurring milestone can be active at a time. For the first occurrence, the Start Date is the time when the milestone criteria are met on the case.
How do I complete a milestone in Salesforce?
Create an Apex trigger that automatically marks milestones Completed on cases that match unique criteria....To define this Apex class in your org:From Setup, enter Apex Classes in the Quick Find box, then click Apex Classes.Click New.Copy the class text and paste it into the text field.Click Save.
Is there any way we can pause milestones?
You can make it as true to stop milestone. You can create workflow or trigger to stop the milestone using, objCase.
What are milestones in service cloud?
Milestones define major steps in a support process and they can help define company SLAs. Milestones can be defined with a countdown to ensure certain key steps in the support process are being met in a timely manner.
How do you stop a milestone in Salesforce?
You can create workflow or trigger to stop the milestone using, objCase. IsStopped = true; Also, you can calculate how long it is being stopped using StopStartDate attribute.
What is entitlement process in Salesforce?
Entitlement processes are timelines that include all the steps (or milestones) that your support team must complete to resolve support records like cases or work orders. Each process includes the logic necessary to determine how to enforce the correct service level for your customers.