By Jon Paz, T. J. Kelley
Salesforce carrier Cloud empowers your provider association to have interaction with consumers via any channel and supply an individualized event that would be worthy sharing—for your consumers and on your corporation. Salesforce carrier Cloud For Dummies is one the 1st books to concentration in particular on Salesforce provider Cloud software program. With it, you will discover how you can manage a worldly help middle in your enterprise in an issue of some hours. no matter if you are a provider government, supervisor, aid agent, or method administrator, you'll find the right way to maximize utilization of provider Cloud via most sensible practices and step by step instructions. This publication can help your customer support departments achieve a holistic view of the purchasers they serve, and supply your clients with significant, effective interactions. make the most of this chance to be heard above your festival with the aid of Salesforce carrier Cloud For Dummies.
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Hide Details and Add Events: The same as Hide Details, but other users can add events to your Calendar. • Show Details: Others can see details about events in your Calendar. • Show Details and Add Events: The same as Show Details, but other users can add events to your Calendar. • Full Access: Others can see details about events in your Calendar, can add events to it, and can edit existing events in it. When you’re done, click Save. The Sharing Detail page appears, showing the newly added members you now share your Calendar with.
Info Chapter 2: Navigating Service Cloud • None: You can edit the field, but not using inline editing. You’ll have to use the traditional method of editing, detailed earlier. If the pencil icon appears, double-click the field and update the information. Figure 2-14 shows how to update the Subject field on a case using inline editing. Click Enter to complete editing that field if you want to continue editing others; otherwise, click Save. The record is saved with all your modifications. Figure 2-14: Editing a field inline.
Use an intuitive name so that you and the other users in your group easily understand it. From the Search drop‐down, select the type of user collection you want to search for to add to your group. You can choose from another public group, a role, a role and all the roles beneath it, or a user. Also, depending on your licenses, you can select portal users. As you click on your choice, the Available Members column will populate with a list corresponding to it. Click the user or group of users you want to add, and click the Add arrow so it moves from the Available Members column to the Selected Members column.