Articles tagged “case-management”

7 articles

• AssignmentRules Metadata Type Reference

  Configure and deploy AssignmentRules (.assignmentRules-meta.xml) metadata to automate Lead and Case routing to Queues or Users and trigger DML rules in Apex.

• AutoResponseRules Metadata Type Reference

  Configure and deploy AutoResponseRules (.autoResponseRules-meta.xml) metadata to send automated confirmation emails for Web-to-Lead and Email-to-Case.

• CaseSubjectParticle Metadata Type in SFDX

  Configure and deploy CaseSubjectParticle metadata in Salesforce Service Cloud to format automated social and inbound case subject generation.

• EntitlementProcess Metadata Type for Service Cloud SLAs

  Configure and deploy Service Cloud SLA timelines, milestones, and time triggers with the EntitlementProcess metadata type. Learn versioning and SlaProcess SOQL.

• EscalationRules Metadata Type Reference

  Configure and deploy EscalationRules (.escalationRules-meta.xml) metadata to automate time-based Case escalations, business hours, and Queue reassignments.

• MilestoneType Metadata Type for Service Cloud SLAs

  Define First Response, Workaround, and Resolution SLA milestones with the MilestoneType metadata type. Learn recurrence types and CaseMilestone SOQL queries.

• SocialCustomerServiceSettings in SFDX

  Deploy SocialCustomerServiceSettings in Salesforce to automate social post case creation, approval workflows, and inbound communication channels.