Customize an Org to Support a New Business Unit

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Customize an Org to Support a New Business Unit
Customize an Org to Support a New Business Unit > Configure an Email Letterhead and Template

contact にSean Forbes さんがない

新たに作成すればいいようです。

• ショーンフォーブス
• Need help on case contact

関連する回答

Customize an Org to Support a New Business Unit (Automated Your Business Process)

• コンタクトとしてSean Forbes を選ぶとエラーになる

• Automate you business process - contact Sean Forbes can't be found

• Automate Your Business Process - Assignment Rules

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contactに　Aaron Hartzler　さんがいない

• 新しいビジネスユニットをサポートするために組織をカスタマイズする」で連絡先（Aaron Hartzler）が見つかりません

I finally bypassed it by creating a new contact "Aaron Hartzler"...

関連する回答

• How can I pass the manage user access section on customize an org to support a new business unit project without duplicating one of the users (Aaron hartzler)?

record typesがない

組織をカスタマイズして新規ビジネスユニットをサポート>データモデルの変更

• I don't have an option to choose New Case: Billing while creating new case.

After creating your record types, if they don't show up :

• Go to Setup > Users > Profiles, select the required profiles (for example, System admin), then edit.
  Search for "Record Type Settings" section and edit "Cases".
  From there, you can move "Billing" & "Product Support" to selected record types.

Now you can select the record type when creating new case:

同じことで解決

• 手順あり

• case record type field not found...please explain the next steps...

• レコードタイプが無い : case record type field not found...please explain the next steps...

• これはちょっと意味が分からん

I have merged two of my trailhead accounts and for some reason I can't seem to find my answer for this, I think my answer was " try create a global picklist" is it right

• Chatter Groupのエラー

• We're reporting this as error ID: -1098689842

1. Try changing the playground language setting to English.
2. Try switching to classic

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8zpWSAR

I was able to create it by changing to classic

can't find the Send Email to Members option

• I'm working on Automate your business process and stuck on step 4

Is there a checkbox for this?