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Matching Record Check

Matching Record Check

Salesforce Matching Record Check in Flow Create Element: Summer ’24 Update With the Summer ’24 Release, Salesforce introduced a new feature allowing users to check for matching records when using the Create element in Flows. This enhancement provides more control over record creation, especially when dealing with potential duplicates. Single Record Creation with Matching Check

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Private Connectivity Between Salesforce and On-Premise Network

Private Connectivity Between Salesforce and On-Premise Network

Salesforce is an AWS Partner and a trusted global leader in customer relationship management (CRM). Hyperforce is the next-generation Salesforce architecture, built on Amazon Web Services (AWS). Private Connectivity Between Salesforce and On-Premise Network explained. When business applications developed on Hyperforce are integrated with on-premises systems, traffic in both directions will flow over the internet. For customers in heavily regulated industries

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Create a Service Provider Portal in PSS

Create a Service Provider Portal in PSS

Develop a provider portal for certified service providers to manage constituent referral requests, track service delivery, update their information, and collaborate with agencies and constituents effectively. Create a Service Provider Portal in PSS to easily track and manage referral requests. Caseworkers often lack direct insight into the progress of constituents’ benefits and their interactions with

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Different Ways to Create Cases in Salesforce

What Are the Different Ways to Create Cases in Salesforce?

What are the different ways to create cases in Salesforce? There are four primary methods to generate a case in Salesforce: What are Cases in Salesforce? A case in Salesforce denotes a behavioral event and may involve related Behavior Involvement records. Notably, the Case object serves distinct purposes in EDA compared to standard Salesforce, encompassing

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Salesforce Case Object

Salesforce Case Object

Salesforce Case Object The Salesforce case object represents a case, which is a customer issue or problem. What is the Salesforce case object? A Salesforce Case object can be thought of as a workbook containing all the issues, questions, disputes, and requests that customers have brought up with your business. What is the difference between

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salesforce queues for case management

Creating Salesforce Queues for Effective Case Management

Enhancing Support Management through Case Queues: A Practical Example Salesforce Queues for Case Management put the cases in front of the proper teams in multiple Salesforce industry solutions. Scenario: Sunshine Electronics, a leading electronics retailer, is committed to refining its customer support procedures by effectively handling incoming cases and inquiries. The company aims to ensure

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service cloud

Salesforce Service Cloud Question-to-Case Explained

The Salesforce Service Cloud Question-to-Case feature streamlines the process for moderators to create cases from questions in Chatter, facilitating the efficient tracking and resolution of customer issues. Accessible across multiple platforms, including your Salesforce org, Salesforce mobile web, Aura, and Salesforce Tabs + Visualforce sites with Chatter Questions enabled, this feature ensures a seamless experience.

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