Reports in Salesforce. Create salesforce Reports. Custom reports. Joined Reports. Salesforce Optimizer Reports. Scheduling Reports. Creating new Salesforce Dashboards. Creating Dynamic Dashboards. Salesforce Data Loader. How to use Data loader. Delete and Export operations using Apex Data Loader.
Data Loader Update. Data Loader Upsert. Object Relationships in Salesforce. Relationship Queries in salesforce. What is CRM, Customer relationship management. Relationships in Salesforce. Only customers whose shipping address is in Alaska or Hawaii need to see the disclaimer, so Linda uses a condition evaluation token in the document template.
The final output document for customers in Alaska and Hawaii includes the disclaimer. For customers in all other states, the disclaimer is hidden. After you create a. Here, you define the document template and test it out. Use the sample client-side OmniScript to generate a document. Use Document Template Designer to troubleshoot and adjust the template until your documents are just right. So far, we only touched on data mapping in the document-generation process.
You might want to know more about how data mapping actually works and how your data makes its way into your document.
With OmniDataTransform as your token-mapping method, DataRaptors extract and map the data to the template fields.
When the end-user completes the OmniScript, voila! When you select a custom class as your token-mapping method, the process is similar to the OmniDataTransform Data Mapping, just a bit more advanced.
To do these exercises, you need a special Developer Edition org that contains Foundation Document Generation and useful sample data. Foundation Document Generation. Time Estimate. Create a document template in Document Template Designer. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual. Some examples include: cookies used for remarketing, or interest-based advertising.
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Contact Name is not required, so it is possible to create a case even if the client is anonymous or their name unknown. You can also create a case for a new client from this menu— just follow the prompts to create the contact record and then come back to complete these instructions. Select Case Origin.
This should be the engagement point with the client—in person, phone, web, etc. Complete the Description Information. Your organization might have a standard format for this section, so follow your best practices and be specific, so when you or your teammate come back to this case, the situation is clear. Optional Select Assign using active assignment rule to have the case routed automatically to the user or queue your admin has designated.
And here it is: the new case for Alex, getting the process started for the transition to her new home. This should look familiar to you—the major Service Console areas identified in the previous unit are all here. Now you or anyone on your team can work together to resolve the case quickly.
There are a few ways to set who picks up the case and how. We already mentioned assignment rules, which automatically assign incoming cases to specific agents or queues differentiated by case type, services required, or other criteria.
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