Please follow the below steps for setting up the business hours: From Setup, enter Business Hours in the Quick Find box, then select Business Hours. Click New Business Hours. Type a name for the business hours. Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes.
- From Setup, enter Business Hours in the Quick Find box, then select Business Hours.
- Click New Business Hours.
- Type a name for the business hours. ...
- Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes.
How to enable the 'business hours age' field in case object reports?
Enable the 'Case Duration/Age in Business Hours' feature to expose the ' Business Hours Age' field in applicable Case object reports. 1. Have a system administrator to Create a Support Case. 2. Select Feature Activation & Limits for the Case Reason. 3. Select Other Features for General Application 4. Select ' Activation ' on Functional Area. 5.
Do you need more or less hands-on reporting in Salesforce?
Some organizations may benefit from more or less: Each organization needs to decide how much hands-on reporting they want their end users doing. In Salesforce, a standard profile can create and customize reports, run reports, subscribe to reports and export reports. As a best practice, do not allow end users the ability to export report data.
Who can assist with more structural elements of Salesforce reporting?
Within some organizations, there is a group of non-System Administrators who are trusted to assist with more structural elements of Salesforce reporting. In addition to the permissions listed above, we might also consider granting the following to users who assist in these areas.
What is a standard profile in Salesforce?
In Salesforce, a standard profile can create and customize reports, run reports, subscribe to reports and export reports. As a best practice, do not allow end users the ability to export report data. Instead give this capability out more sparingly; such as only to managers or super users.
How do I check business hours in Salesforce?
From Setup, enter Business Hours in the Quick Find box, then select Business Hours. Click New Business Hours. Type a name for the business hours. We recommend using a name that will remind users of a location or time zone when they view business hours on a case, entitlement process, or milestone.
How do I set business hours?
Tips for setting business hoursThink about your target customers when you set your hours. Ask them when they want you to be open.Set an incredibly easy to understand schedule.Publicize your business hours in all the media you use.Be open when you say you will. Open on time, and don't close early.
Can we have multiple business hours in Salesforce?
You can create multiple business hours for support teams that operate in the same time zone but at different hours. For simplicity, we recommend that you create one set of business hours per support center. You can't deactivate business hours that are included in escalation rules.
How is the age calculated in case reports Salesforce?
The age of a closed case is the elapsed time from creation to the closing time of the case. Age can be expressed in days, hours, or minutes. Note that the age of a case does not take into account any holidays that are associated with the case's business hours.
How do I add business hours in Salesforce?
To set business hours:From Setup, enter Business Hours in the Quick Find box, then select Business Hours.Click New Business Hours.Type a name for the business hours. ... Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes.More items...
How do business hours work in Salesforce?
Salesforce uses the business hours specified at the highest level. So a milestone's business hours override the entitlement process' business hours, which override the case or work order's business hours. If no business hours are set on the milestone, then the entitlement process business hours are used.
How do I restrict login hours in Salesforce?
Restrict Login Hours on the Support ProfileClick the Setup gear. and select Setup.Enter Profiles in the Quick Find box, and select Profiles.Click Custom: Support Profile.Under Login Hours click Edit and set up the schedule. ... Click Save.
How do I set up holidays in Salesforce?
Escalation rules and entitlement milestones wouldn't apply during the holiday.From Setup, enter Holidays in the Quick Find box, then select Holidays.Click New, or click Clone next to the name of an elapsed holiday. ... Type a name for the holiday.Type a date for the holiday. ... Optionally, you can: ... Click Save.More items...
Who can manually share records in Salesforce?
Records can be shared manually with groups, roles, roles & subordinates, and individual users.
Can Salesforce track time spent on case?
Now, every time an agent opens the Case View page for a specific Case, the timer automatically tracks time spent viewing the Case. If the agent closes the view page or navigates away to a different page, we automatically update a Time Detail log.
How does Salesforce calculate time duration?
(( shobithapp__End_Date__c - shobithapp__Start_Date__c )*24*60)== this formula will give you total number of minutes between two date/time.
How do I create a stage history report in Salesforce?
0:522:55Three Ways to See Stage History on Salesforce Opportunities - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow another way in addition to stage history. Related list is you can go into reports. And create aMoreNow another way in addition to stage history. Related list is you can go into reports. And create a history report and so here's the different.
Special Access Rules
All users, even those without the “View Setup and Configuration” user permission, can view business hours via the API.
Usage
Use this object to specify the business hours at which your support team operates. Escalation rules only run during the business hours with which they are associated. To set business hours to 24-hours a day, set the times from midnight to midnight (00:00:00 ~ 00:00:00) on each day.
Anuj
From Setup, enter <kbd>Business Hours</kbd> in the <samp>Quick Find</samp> box, then select Business Hours.
Manish
From Setup, enter <kbd>Business Hours</kbd> in the <samp>Quick Find</samp> box, then select Business Hours.
Pooja
From Setup, enter Business Hours in the Quick Find box, then select Business Hours.
With Reports
Click on the “Reports” tab To select the report you will schedule, click the More Action arrow. Select “Subscribe”. OR Click on the report to be scheduled, and then click “Subscribe”.
With Dashboards
On a dashboard or report page under the “Subscribe” column, the items ticked are the dashboards and reports that are scheduled.
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How to Enable Lightning Report Builder
Once Salesforce made Lightning Report Builder generally available, it removed a step in the process of setting it up. The tool is in fact active by default in our systems. We just need to grant access to individual Users or Profiles.
Removing Classic Report Builder in Lightning
One additional step you can take is to remove the option to use Classic Report Builder within Lightning. (We can still switch back to Classic to create Reports, if necessary). Within Salesforce Help you can find the simple steps on how to ‘Hide the Embedded Salesforce Classic Report Builder’.
What is dynamic dashboard?
Dynamic Dashboards are also a great feature for managers that require someone to create and then special Permission to use. They allow us to change the Running User on certain Dashboards. For example: a VP of Sales can run the same Dashboard as each one of her sales reps.
Do managers consume more information in dashboards?
Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company. For example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users.
