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Deidra Lowery

How do you correlate the "Case ID" to a client name to show on the CSV export? This is to avoid having to do it manually. The goal is to get all the stats by school. Is there a way to do that? Thanks! More

8 days ago · 2 comments · 0 likes

Deidra Lowery

Hi - Is there a way to extract data for all clients to include their number of chats, emails and phone calls? I'm doing this manually but hoping there is an automated way to pull all schools we service with that data. TIA More

8 days ago · 1 comments · 1 likes

Kerry Phouthavong

Hi, If we have a custom API set up and we have fields that are not found in our datawarehouse, what are the steps in bringing those fields into a Salesforce query? Our BI team is trying to pull queries with these 2 fields but it is not visible. Any assistance would be appreciated. Thank you! Kerry More

14 days ago · 3 comments · 0 likes

Julie Gleason

I'm an admin familiar with Service Cloud and trying to get up-to-speed on I cannot seem to find the equivalent of a sandbox for Does this exist? How do you test out your configurations and changes in a non-production environment? More

19 days ago · 3 comments · 1 likes