To enable the feature of generating knowledge articles through Copilot, navigate to Customer Service Admin Center >> Agent Experience >> Knowledge >> Knowledge Creation Agree to the terms and select Opt-in Set it up by checking the options With this…
By default, we can only specify the contact associated with the customer for the case record. If we try specifying a contact record that is not associated with the Customer selected, we will get the below error message. Invalid Contact…
With the Associated Grid Control we can configure and show up four subgrids in the form, making it a more intuitive and cleaner form layout, with ease of navigation. Below we are adding the Associated Grid Control component to the…
We can make use of the OptionSet Wrapper component to show color-coded options on the form for the choices or option set fields. Below we have added the Option Set wrapper component to the Rating field of the lead in…
To enable the new lead experience, navigate to App Settings >> Lead + opportunity management in the Sales Hub App. On enabling it, we get the option to specify whether the Account, Contact, and Opportunity records are created automatically or…
