Back to the Sobject Crusade list. Source: AllowedEmailDomain To enable this object you need to contact Salesforce.com support: I had no way to enable it quickly so I’m just gonna post what this feature means. The AllowedEmailDomain object is used to store the allowed email domains for your users. To configure it go to Setup […]
Category: Post
[Salesforce] The Sobject Crusade: AgentWork
Back to the Sobject Crusade list. Source: AgentWork This object represents work item assignment that has been routed to an Agent: this is basically a new type of queue management introduced with Summer 15 called Omni-Channel. Omni-Channel is a comprehensive customer service solution that lets your call center route any type of incoming work item, […]
[Salesforce] The Sobject Crusade: AdditionalNumber
Back to the Sobject Crusade list. Source: AdditionalNumber This is an optional additional number for a call center, visible on the call center’s phone directory: this is useful for numbers not releated to CRM objects (e.g. queues, conference rooms). This seems boring, but continue reading to see some more action! To create a new number, […]
[Salesforce] The Sobject Crusade: ActivityHistory
Back to the Sobject Crusade list. Source: ActivityHistory The ActivityHistory object is a read-only object that shows all completed Tasks and past Events related to a give object (e.g. Account). It includes activities for all contacts related to the object. This object is shown in the Activity History related list: Few limitations apply: The object […]
[Salesforce] The Sobject Crusade: ActionLinkTemplate
Back to the Sobject Crusade list. Source: ActionLinkTemplate Action Links has been presented when discussing the ActionLinkGroupTemplate object (see this object for a complete guide on configuring and using Action Links): they are a way to execute custom actions on button click on Chatter feed posts. By templating an Action Link you define a template […]
[Salesforce] The Sobject Crusade: ActionLinkGroupTemplate
Back to the Sobject Crusade list. Source: ActionLinkGroupTemplate Action Links are actions you can do in chatter posts (e.g. API call, document download, UI redirect) by clicking a button on the related chatter post. Action Links are grouped into Action Link Group, so you can choose which action you want to play: You may think […]
[Salesforce] The Sobject Crusade: AccountTeamMember
Source: AccountTeamMember The AccountTeamMember is the record that stores which Users are in the Account Team. To enable Account Teams click on Setuo > Accounts > Account Teams: Select which layouts will have the Account Team related lists: You can now define the roles in your Account Teams: I’ve added the Customer Support role and […]
[Salesforce] The Sobject Crusade: AccountTerritoryAssignmentRuleItem
Source: AccountTerritoryAssignmentRuleItem This object represents a row of selection criteria for an AccountTerritoryAssignmentRule object. AccountTerritoryAssignmentRuleItem can be created or deleted if the BooleanFilter field on its corresponding AccountTerritoryAssignmentRule object is a null value. Unfortunately it is impossibile for me to show you how to use this object because I don’t have a Salesforce ORG with […]
[Salesforce] The Sobject Crusade: AccountTerritorySharingRule
Back to the Sobject Crusade list. Source: AccountTerritorySharingRule Represents the rules for sharing an Account within a Territory. Unfortunately it is impossibile for me to show you how to use this object because I don’t have a Salesforce ORG with the old Territory Management system, which allowed this kind of assignment rules. For more details […]
[Salesforce] The Sobject Crusade: AccountTerritoryAssignmentRule
Back to the Sobject Crusade list. Source: AccountTerritoryAssignmentRule This is an Account assignment rule on territories based on Account fields: Winter ’12 platform release added the new Enterprire Territory Management. The following doc is a complete guide to setup Territory Management in your org. This kind of Territory Management needs the Customizable Forecasts, that is […]