Sample Presence Decline Reasons:To report on Agents Decline Reasons, use the following steps.1. Create a Custom Report Type on Agent Work object.2. Create a Report using the customer report type ....
1. Salesforce supports only 200 per hour per org for Dashboard refreshes. 2. A dashboard can be refreshed using Refresh button every minute(60 seconds). 3. Dashboard can have 20 components. Dashboard ....
1. Open the Dashboard.2. Click Subscribe.3. Select Frequency and Time.Note:Disable "Receive new results by email when dashboard is refreshed to avoid receiving emails.
Security over Salesforce Report Export is a very good practice. This will make sure to avoid data theft. We can set session to high assurance when exporting or printing Report ....
1. Create a Custom Report type for Chat Transcripts object. 2. Create a report using the report type created from the step1.3. Create a formula field in the Report to find ....
1. Create a Custom Report Type.2. Use Knowledge Articles as Primary object and Article View Statistics as the related object. 3. Use the Custom Report Type and create the report. Set ....
To find current agents who are Available and and On Break in Salesforce Omni-Channel, use the following steps: 1. Create a Report as shared in the following link:https://www.infallibletechie.com/2022/03/salesforce-omni-channel-agent-presence.html2. Set End Date ....
Report on User Presence entity can be used to track the History of Omni-Channel Status by users/agents in Salesforce. Report on User Presence entity can be used to track Salesforce ....
1. Create a Report with "Opportunity" Report Type. 2. Group the Report by Account Name. Summarize the Amount field with Sum.Output:
1. Create a Report with "Chat Transcripts" Report Type.2. Group the report by "Select all rows for Drill Down. Chat Button: Developer Name" Field.
