How To Merge Cases In Salesforce (How To Merge Duplicated Cases In Your Salesforce) скачать в хорошем качестве

How To Merge Cases In Salesforce (How To Merge Duplicated Cases In Your Salesforce)

How To Merge Cases In Salesforce (How To Merge Duplicated Cases In Your Salesforce). In this video tutorial I will show how to Merge Cases in your Salesforce. Factors to consider before merging cases in Salesforce. Before I take you through the whole process, it is important to note that not all cases should be merged. There are a few factors to consider when deciding which cases to merge, such as; • The cases should be related to the same customer. • The cases should be assigned to the same team. • The cases should have the same status. By considering these steps, you should be able to determine which cases should be merged and which should not. Step-by-step guide to merging cases in Salesforce. Now that you are aware of which cases to merge, let us get started on the whole process, which will guide you on how to go about it; 1. Select the cases you want to merge. 2. Then, in the drop-down, click the "Merge Cases" button. 3. After that, you will have a pop-up that will allow you to choose which records to keep. 4. Select the primary case that you want to keep. Select if you want the merged cases to be deleted or if they should have another status. 5. Choose the related cases that you want to merge into the primary case. 6. A page will say, "This is a permanent change." Confirm and then click the" merge" button. You merged cases! If you found this tutorial helpful, kindly show your support by giving it a thumbs up and sharing your thoughts in the comments below. Your feedback is greatly appreciated. Thank you! ►Disclaimer◄ This channel DOES NOT promote or encourages any illegal or unethical activities and all content provided by this channel is meant for EDUCATIONAL PURPOSES only. This video is solely intended for educational purposes only. The information presented has been thoroughly researched and sourced from reputable outlets, including, but not limited to, Google, social media platforms, and online forums. Our team has meticulously crafted original content centered around this topic, utilizing a comprehensive approach to ensure accuracy and reliability. Helpful Solutions is a YouTube channel that provides up-to-date information on various topics, ranging from finance ,technology ,gaming, how-to tutorials, product reviews, and roundups. Our channel is dedicated to delivering informative, original, and unbiased content that viewers can appreciate. I believe all content used falls under the remits of Fair Use, but if any content owners would like to dispute this I will not hesitate to immediately remove said content. It is not my intention to in any way infringe on their content ownership. If you happen to find your art or images in the video please let me know and I will be glad to credit you / Take down the content. Business e-mail: regencywriters ( at ) gmail ( . ) com ................................. Content Credit : The visual content featured in this video has been obtained from reputable sources, including Google Images, official websites, and stock footage clips. Furthermore, the information presented in this video has been derived from various reliable data sources, such as Wikipedia, Google search, Forums and other social media platforms. The video has been professionally edited using a combination of Adobe Premiere and Adobe After Effects, to create original content thats is engaging for our viewers. .................................................................... FTC Disclosure: Some of the links in the description may be affiliate links. This means that if you click on the link and make a purchase, I may receive a commission at no additional cost to you. Please note that I only recommend products or services that I personally use and believe will add value to my viewers. By clicking on these links and making a purchase, you are supporting the content I create for this channel. Thank you for your support!