by Robert Chadwick | Nov 13, 2017 | Certification Process, ExAM Blog, How To
At this point, we have just about everything that makes the Certification Object function properly all we have to do now is to make sure that when someone completes a certification assessment they are notified of the results. To do this you are going to want to...
by Robert Chadwick | Oct 23, 2017 | Customer Satisfaction Survey, ExAM Blog, How To
Now we are going to create an Email template, which is a Salesforce native functionality. So for the purpose of this blog post, we are going to keep this nice and simple. 1. Navigate to Setup page where you will enter “Email Template” into the quick find box and click...
by Robert Chadwick | Oct 23, 2017 | Customer Satisfaction Survey, ExAM Blog, How To
Since we are creating a Customer Service Survey that is meant to be sent out when a Case is closed we are going to go ahead and create a new type of case that focuses on customer service. If you prefer you can skip this section and use an existing case type or create...
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