Set Up Salesforce Flow for Service | Salesforce Flow for Service скачать в хорошем качестве

Set Up Salesforce Flow for Service | Salesforce Flow for Service

#salesforce #trailhead #flow Set Up Salesforce Flow for Service Learning Objectives After completing this unit, you’ll be able to: Create RecordActions using an Actions & Recommendations deployment. Configure the Actions & Recommendations component on a record page. Get Started with Salesforce Flow for Service Create a Call Script to Show in Service Console Create a call script that helps agents to verify who's calling, reschedule a delivery, and log the call, in that order. Before You Start: If you haven't already installed the “Install Lightning Flow for Service” unmanaged package in your Trailhead Playground, follow the instructions in this unit to do that now. Otherwise, you won’t be able to complete this challenge. Verify that the object-specific Log a Call quick action is available in the Lightning Experience Actions section on the Case Layout page layout Create an Actions & Recommendations deployment: Label: Delivery Change API Name: DeliveryChange Guidance to Show: Flows and quick actions and Recommendations Context object: Case Channel: Default Configure actions: Top Pinned: Verify Caller – Flow Unpinned: Reschedule Delivery – Flow Bottom Pinned: Log a Call – Quick Action (Case) Mark Verify Caller – Flow as mandatory Maximum Recommendations: 3 Default Strategy: Offer strategy (Global) Strategy Settings: Case: Offer strategy (Case) 00:00 Introduction 01:59 Install 10:19 Page Layout