Salesforce Tasks Archives - gettectonic.com
Different Ways to Create Cases in Salesforce
17Feb

What Are the Different Ways to Create Cases in Salesforce?

February 17, 2023in Customer Service, Salesforce Service Cloudby get-admin

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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Can You Use Salesforce for Project Management
22Sep

Can You Use Salesforce for Project Management?

September 22, 2020in Salesforce, Salesforce Customization Services, Salesforce for Project Managementby get-admin

Salesforce has evolved beyond its CRM origins, offering a plethora of functionalities. However, managing projects directly within Salesforce presents challenges as it lacks full project management capabilities. Yet, there are three viable options: Option 1: Basic Project Management Features in Salesforce For small teams with modest needs, leveraging built-in Salesforce features alongside platform customization may

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