Now Assist for Customer Service Management
Looks like this can be installed only on the partner instances but not on the developer instance, any work around to be able to install on the developer instance as I am getting the following error?
Looks like this can be installed only on the partner instances but not on the developer instance, any work around to be able to install on the developer instance as I am getting the following error?
Hi all, So basically, I have a before BR running on case table where it assigns the incident to the created user i.e, 'Assigned To = Created By'. (it is a part of our requirement). Now, I already have an assignment rule running on the same table to a...
Hello, we are trying to add a button to the banner of a list in our CSM/FSM Workspace. We were able to add a button to the list in the native UI using UI Actions, but we need it to be visible while in the CSM/FSM Workspace and it needs to be visible ...
Hi All, I need a counter to show how long the oldest unassigned case has been awaiting assignment on a dashboard. Any suggestions?
Hi All, I have created new case type, and created roles .Now I want if the customer_case_manager role user has not that custom role he should not able to see that record in Portal, how can I achieve this.
There is a requirement to add a custom theme to workspace ,but the workspace has been configured with polaris theme. How can I add the theme to only my workspace instead of adding it globally ?
Hi All. We are currently implementing CSM I am looking to get the Contact and Account fields on the case form to be automatically populated with the person who has submitted the case from the record producer. Any idea what the script code would be fo...
Hi In notification message, i would like to include what's the priority of a case along with response time (duration).Ex: if the case is P1 and Response for it is 15min. Message would be "hey your case is 1-Critical and expect response in 15min.
Hi All, We are having this issue with Interactions which causes them to get stuck in Work in Progress state and we can't determine the cause of this. Other Interactions are correctly getting Closed but some are not getting updated even after multiple...
I need to change a value of a choice, but the choice record is in one scope and the table that the choice is in is in another So, when I put it in the scope of the record, I can change the value of the choice but I canit pull the table and when I cha...
Hello,When cases created then assignmnet group is populating automatically..here I want to assign agent automatically to normal cases based on current group. Can anyone explain the process for this. I have around 30 groups.Thanks in advance.
I am trying to set up a filter for Sold Products on the customer portal. This is a problem when using the sn_customerservice.customer_admin role, as all products for the parent account are visible, and we would need them filtered by the selected acco...
Hi, I need an aggregation in a report like below. Item No Category Number of Incidents Total time spent for resolution1 Software 4 3day 4hour 5mins2 Hardwa...
I have a requirement where I need to check first and add a role to ACL using script. I tried adding but it doesn't add. Do we need to elevate role first? How to do it same using script?
