Calculate actual time spent of a service rep on cases!

February 18, 2024 By In Blog Series No Comments

A service manager has a requirement to measure the actual time spent per ticket so that, at the end of the month, he can send invoices to his customers. Imagine a situation where the service rep needs to register his actual time spent on a ticket. A ticket comes in through email-to-cases and is routed […]

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Sequential approvals based on roles and dynamic criteria using formula fields in Salesforce Approval Processes

January 28, 2024 By In Blog Series No Comments

Salesforce offers robust approval processes to streamline your business workflows. In this blog post, we’ll explore how you can enhance standard approval processes to meet specific needs, such as sequential approvals based on roles and dynamic criteria using formula fields. Sequential Approvals Based on Role Hierarchy: By default, Salesforce allows only one approval process to […]

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