Friday 25 April 2014

Salesforce | Six Rule types of Salesforce

  1. Validation Rules: Applicable for all fields to validate the entered data.
  2. Assignment Rules: Applicable for Cases and Leads to assign them to user based on   condition.
  3. Autoresponse Rules: Applicable for Cases and Leads. 
  4.  Escalation Rules: Applicable for Cases (assigning issues to users, rerouting or  transfering to another user)
  5.  Workflows:  Applicable for all objects 
  6.  Approval Process: Applicable for all objects.

Salesforce Integrations | Web to Lead | Web to Case | Email to Case

Web-to-lead:

1. Click on Web-to-lead option, Build..customize..Lead..web-to-lead.
2. Click on "create new web-to-lead form" option.
3. Select required fields including mandatory fields.
4.
Click on "Generate option".
5. Copy the code and paste in the blog to generate new post.
6. Submit the form from the blog, these details must be available under Leads.

Web-to-case:

1. Build..customize..self-service..email-to-case.
2. Click on "Generate the HTML" option.
3. Select required fields including mandatory fields.
5. Copy the code and paste in the blog to generate new post.
6. Submit the form from the blog, these details must be available under cases.

email-to-case (self service):


1. Click on Web-to-lead option, Build..customize..cases..Email-to-case.
2. Click on "continue".
3. Click "Edit" (Email-to-Case Settings) and select "Enable Email-to-Case" and "Enable On-Demand Service".
4. Click on "New" under "Routing Addresses" and provide all the details.
5. we need to verify emails provided under "Accept Email From" option.
6. provide email address under "Email Services Address" to the users to receive cases from emails.