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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Holiday settings

Let's start with an example. Sara Bareilles is working as a support agent in a company. She is resolving an ample amount of cases per day, and the response time for every case is 3 hours. Now, she is worried because April 18 is a holiday for Good Friday and if cases come in on that day, they will be escalated to the manager.

Holiday settings define that your organization is not working on that day. If some cases are raised on that day and waiting for a service agent response, Salesforce will not count that day as a working day and the case will not be escalated.

Setting up the holiday settings

To set up the holiday settings for your organization, follow these steps:

  1. Navigate to Setup | Administer | Company Profile | Holidays.
  2. Click on the New button.
  3. Enter data in the Holiday Name, Description, Date, and Time fields. You can set recurring holidays as well. To do that, select the Recurring Holiday checkbox and fill in the Frequency, Start Date, and End Date fields:
    Setting up the holiday settings
  4. Click...
You have been reading a chapter from
Salesforce.com customization handbook
Published in: Sep 2014
Publisher:
ISBN-13: 9781849685986
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