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Chatter Feed or Case Comment? which one should be used?

Description Case Comments and Chatter Feed in Salesforce serve different purposes when it comes to communication and collaboration within a case or record. Here’s a brief comparison of the two: Feature Chatter Feed Case Comment Rich Text + Inline Images Supported Not Supported File while adding comment Supported Not Supported Email Notification Out of the […]

Set up Survey in Salesforce effectively

Introduction It is a trivial requirement to gather the feedback after ticket resolution. In this scenario, goal is to setup Salesforce Survey that will go out to customer when support ticket is closed.  Prerequisites Before embarking on this integration journey, ensure that both Surveys and Communities are enabled for your organization. 1. Activate Survey To […]

Enabling Article Voting for Guest/Unauthenticated Users in Salesforce

INTRODUCTION How can We enable article voting for the guest users without prompting them to login. Salesforce lets guest users vote their own article without logging in. SOLUTION To allow guest users to like or dislike articles in Salesforce, you can follow these steps: Create a custom object to track article votes. This object should […]

Salesforce Einstein Bot And WhatsApp Integration

Einstein Bots is now available in 180 countries on the world’s largest messaging app, WhatsApp. Einstein Bots Salesforce can interface with WhatsApp to deliver messages to your customers, just like they do with SMS. Bots can also use automation to bring complex cases directly to agents, all on WhatsApp. The native nature brings tons of benefits: […]

Top 4 Ways to Boost Productivity in Salesforce Service Cloud

1. Enable Case Deflection via Self Service Portal | Email2Case Channel » Drop in the number of Cases, decreases the support cost significantly. » In web2case, use standard deflection component: https://help.salesforce.com/s/articleView?id=sf.rss_case_deflection.htm&type=5 » Use auto-response rule to resolve frequently asked questions by embedding the solution/knowledge link in emails. » Use auto-response rule to resolve frequently asked […]

Effective Zendesk to Salesforce Migration

Introduction Salesforce Salesforce is a versatile CRM platform that offers a wide range of features, customization options, and integration capabilities to help businesses manage customer relationships effectively. Salesforce migrations are critical when organizations need to move data and configurations between instances, and they require careful planning and execution to ensure a smooth transition. One of […]