-
Using Cases as an internal helpdesk for Salesforce.com users
I'm trying to configure cases so that my SF users can open cases from one team to another. For instance a sales person needs a contract reviewed by the legal department etc. But, the 'Contact' is required on the Case page layout? These would be cases that have nothing to do with a Contact. I don't want to have to try to recreate all the Case functionality in custom objects just because I have a few types of Cases that don't involve Contacts. So is there some way to get Contacts off the Contact page layout?
-
0 Replies
Log In to reply.
Popular Salesforce Blogs
Salesforce CPQ Implementation Guide: Tips and Challenges
Salesforce has been one of the reputed CRMs offering valuable data and assisting companies in handling their business better. Salesforce is now focusing more on…
Salesforce: The Customer Success Platform To Grow Your Business Automation
If you’ve ever thought how great it would be to have a personal assistant, you should consider exploring Salesforce and its automation features. Imagine having…
Search records within distance and create appointments on map – Salesforce
Three steps activity : Drop a pin anywhere on map. Enter distance (Radius) to search customer (Any object with Geolocation field) Select records and create…
Popular Salesforce Videos
How To Use Dynamic Prefill Link of Formstack | Learn Salesforce Series by Algoworks
Learn how to use ‘Dynamic Prefill Link’ of Formstack in 4 easy steps! 1. Introduction Short introduction of FormStack and its uses. 2. The need…
Export Data from Salesforce using Data Loader - Step by Step Process
In this video learn how to Export Data from Salesforce to CSV using Data Loader. You can install Data Loader on Windows or Mac. And…
Get Ready for a More Connected Partner Experience | Salesforce Partners
Your destination for a connected partner experience is the Partner Community. Get Ready For an Enhanced and Personalized Experience. Watch this video and learn more…
Popular Salesforce Infographics
Top 5 ETL Tools for Salesforce Data Migration
There are plenty of ETL tools for Salesforce in the market, with varying degrees of functionality and popularity. All tools are more or less the…
Top Benefits of Integrating Salesforce and NetSuite
Salesforce, on the one hand, is the world’s number cloud-based CRM. NetSuite, on the other hand, is one of the best ERP systems. And when…
In 2021, Keep An Eye On The Following Salesforce Trends
Salesforce is the most popular customer relationship management (CRM) software. Salesforce has solutions for your sales, marketing, IT, service, and commerce teams so you can…
