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Regras de atribuição de Case/Lead no Salesforce
3 years ago
4
Saiba como definir as regras de atribuição de Caso e Lead no Salesforce.
00:00 Início
00:10 Overview
00:30 Configuração
01:00 Criação de regra para Caso
01:35 Criação de entrada de regra
02:45 Teste da regra
03:10 Motivo do erro
03:55 Padronização da atribuição pela regra existente
05:10 Nova entrada de regra
06:40 Teste da nova entrada
07:05 Resultado
07:18 Outro teste da nova entrada
07:50 Teste da nova entrada com outro usuário
08:25 Criação do caso
08:55 Considerações importantes
09:32 Regra de atribuição de Lead
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