Transcription of Salesforce Case Implementation Guide
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Salesforce Case Implementation Guide
Case Management Implementation Guide Salesforce , Winter '22. @salesforcedocs Last updated: July 21, 2021. Copyright 2000 2021 , inc. All rights reserved. Salesforce is a registered trademark of , inc., as are other names and marks. Other marks appearing herein may be trademarks of their respective owners. CONTENTS. Case Management Overview .. 1. Setup .. 2. Customizing Fields .. 2. Customizing Case Page Layouts .. 6. Creating Email Templates .. 7. Defining Assignment Rules .. 8. Setting Up Auto-Response Rules .. 11. Setting Case Escalation Rules .. 11. Capturing Cases from Your Website .. 13. Capturing Cases from Customer Emails .. 15. Customizing the Case Sharing Model.
See the Salesforce online help for a description of each operator and function. d. Optionally, click Validate Syntax to check your formula for errors. e. Click Next. 7. In Enterprise, Unlimited, Performance, and Developer Editions, set the field-level …
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