Universal containers is implementing a time recording system in salesforce.
Employees are required to record their time in a work log custom objectagainst either an opportunity or a case. The company wants to see total
hours worked on an opportunity or a case. which type of relationship field
should an administrator use to relate the work log to the opportunity or
Universal containers is using a web-to-lead from to collect contact information
on people interested in its product and wants to ensure that these leads are
contacted in a timely manner. The following actions are required:
send the lead an email with appropriate product information, depending
on which product was selected on the web-to-lead form
Assign the appropriate salesperson to be the lead owner, depending on
the product selected
create a task for the salesperson to follow up with the lead.
At a minimum, which combination of salesforce automation tools will be
required to meet these requirement?
Universal Containers wants to use the Omni Channel routing feature in Service Cloud. They are using assignment rules and want to ensure that the routing chosen meets the requirements.
What should an administrator take into consideration before implementation?