Відео

Hi, When I select email alert in type in action, action is readonly for me. Hence I am unable to select created email alert in action. Could you please suggest solution.

Basically B2C would require Person Accounts while B2B would require traditional Accounts/Contacts.

Lead means potential customer they interested with our product After lead converted with qualified and non qualified these two categories.. Opportunity means deal - It includes stages if all done Then final closed won / lost.

Thank You for this video from Italy!!!

This is Gold!!!!!

Muy buena explicacion, gracias por tu ayuda!

If we do not find duplicates under related, but we do have two accounts created for the same person, then what to do?

Can you use this to assign 2 objects to the same person round robin? For example, I currently have a flow that uses this to assign an opp that is created in the flow via round robin but then I have a task created in that flow related to the opportunity but would like the task to be assigned to the same person the opportunity was assigned to through the round robin assigner.

Hi ,In right frame url field i have given the url but what is happening is after doing logout i am getting the preview but at the top i m getting download option as dropdown which i dont want can u help me in that ?

Hi thanks for this, is it possible to make a duplicate report for LEADS and CONTACTS? I want to merge leads to duplicate contacts, but I am not sure how? using the report

Useful, thanks

Great content. Thanks.

Hello, quick question. Not sure if this App will work for what we want to use it for. We currently use Omni-Routing for cases in certain regions (we are global but not all regions use it and not all teams/queues use Omni in the regions that do). Right now Omni will route the New cases, and take those into consideration as it relates to their capacity, however we get Re-Opened cases going to agents (agent puts case in Solved Status, it stays there for 72 hours and them moves to Closed. If a customer replies during that 72 hours, it moves to Re-Opened with the same Case Owner) and those are not counted toward capacity. So an agent could have 8 Re-Opened and it will still send them new cases. We would like the Re-Opened ones to just get routed to the next available agent along with the New Cases. To complicate, as I stated, we cannot just put all agents in one group because different agents work in different queues. We would need multiple groups that ONLY cater to specific Queues.

Thanks for the insightful explanation! We're currently using FSC and I have a query about streamlining our sales process. Our goal is to reserve the PERSON ACCOUNT object exclusively for fully verified customers. We aim to utilize LEAD and OPPORTUNITY during the sales process, but it seems that an Opportunity needs a pre-existing PERSON_ACCOUNT record. Is there a standard or recommended approach to ensure PERSON ACCOUNT (Contact and Account) is created only after the complete onboarding process, including external deduplication? We'd like to efficiently manage Leads and Opportunities without compromising data quality. Any thoughts or suggestions on this?

'Promo SM' 😈

Hi, this works thank you! Is it possible to "re-start the count" if an "unqualified" lead gets assigned to a rep?

Me salvaram!!!!!! thanks

Thanks man, really helpful. good presentation and cool music!

Can this be used for custom objects? I'm trying to do this on a custom object for a specific user lookup field but keep getting errors.

Jabba ????

Thanks a lot :)

Thanks buddy !

Hello, this was a really helpful video, thank you! I have ran into a problem with my flow that I can't see to figure out. As soon as it gets to the apex action element to assign the record I get this error message: The "Reassign_To_VP" element in your flow has validation errors. What i'm trying to do is a round robin re-assignment compared to just assigning the record. Is this error something you might be familiar with or be able to assist? TIA

Is there an issue with the below one =VLOOKUP(@B:B,'Account Export'!A1:B11,1,FALSE)

Thank you so much for this. :)

Quick Question I have all of this set up. But how does the Sales person know once a lead is assigned to him/her. Is there some kind of alert? or notification bell? I see you have assigned over 100 new leads to people in the round robin, but how does that sales person know they have been just assigned?

Good Video. But, background music is so disturbing!

Very good explanation with each detail

Thankyou so much you helped me a lot❤

Thank you!

Great video! Very helpful. Thanks for sharing!

Thanks

Nice! Very useful 🙌

Nice work Dude your video helped me a lot. Can more of these pages be customized like adding pre built images and drag drop content

Are there instructions for this using flow instead of process builder? Process builder is going to be retired at the end of this year so showing how to do it via flows would be extremely helpful

Does this work with Flow? I only ask because Process Builder is on it's way out.

how abcout using work flow to send emails? How to log in activities?

Does this not work with flows?

Thank you! This was a life saver. I wish it was easier find it in app exchange vs going straight to the link.

what about attachments? do they also flow seamlessly between email and SF?

Great info, appreciate the video.

Can you please upload videos on flow and apex

Love the Cowboy Bepop music in the background! Great content!

Hi, could you please let me know if its possible copy an email address from To to CC just hightlighting and copy ?

Great tip >)

Good tutorial. It could be much better without the music in the background.

Any idea how to update a user field other than owner using this app. Sort of like an overlay field? Account owner is already assigned, but need to assign and overlay user using a round robin method without changing the account owner.

Very Great explaination 👌

Thank you! This is helpful!

So would this for each state?