1-Click Actions - Salesforce

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27 articles in this collection
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Filters for WhatsApp

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Written by Tuvis Team
Updated over a week ago

Send email with files

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Updated over a week ago

Top menu bar

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Written by Tuvis Team
Updated over a week ago

Blur Messages

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Written by Tuvis Team
Updated over a week ago

How to copy WhatsApp chats into Salesforce?

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Written by Tuvis Team
Updated over a week ago

Global Search

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Written by Tuvis Team
Updated over a week ago

How to change date format when creating Task/Event?

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Written by Tuvis Team
Updated over a week ago

How to edit form layout for new Leads

Editing Form Layout for New Leads
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Written by Tuvis Team
Updated over a week ago

What happens if I create a WAP task and assign to another user?

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Written by Tuvis Team
Updated over a week ago

How to create an Account

Creating Accounts from the agent panel
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Written by Tuvis Team
Updated over a week ago

How to edit form layout for new Contacts

Editing Form Layout for New Contacts
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Written by Tuvis Team
Updated over a week ago

How to create a Contact

Creating Contacts from the agent panel
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Written by Tuvis Team
Updated over a week ago

The feature "Navigate to Location" is not working.

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Written by Tuvis Team
Updated over a week ago

How to edit form layout for New Accounts

Editing Form Layout for how to New Accounts
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Written by Tuvis Team
Updated over a week ago

How to create a Lead

Creating Leads from the agent panel
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Written by Tuvis Team
Updated over a week ago

How to edit form layout for a New Activity

Editing Form Layout for a New Activity
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Written by Tuvis Team
Updated over a week ago

How to send an email

Sending emails from the agent panel
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Written by Tuvis Team
Updated over a week ago

How to edit form layout for a New Task

Editing Form Layout for a New Task
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Written by Tuvis Team
Updated over a week ago

In “New activity/Task” function, why create a case is not enabled?

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Written by Tuvis Team
Updated over a week ago

How to edit form layout for a New Case

Editing Form Layout for a New Case
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Written by Tuvis Team
Updated over a week ago

How to Refresh

Refresh your settings when updating information
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Written by Tuvis Team
Updated over a week ago

How to schedule an event

Scheduling events from the agent panel
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Written by Tuvis Team
Updated over a week ago

Add additional attendees when scheduling a meeting/event

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Written by Tuvis Team
Updated over a week ago

How to create a case

Creating cases from the agent panel
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Written by Tuvis Team
Updated over a week ago

How to create a WhatsApp Task

Creating WhatsApp Tasks from the agent panel
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Written by Tuvis Team
Updated over a week ago

How to create a task

Creating tasks from the agent panel
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Written by Tuvis Team
Updated over a week ago

How to create an activity

Creating activities from the agent panel
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Written by Tuvis Team
Updated over a week ago