Articles
Add Salesforce Add-in to Outlook
Description of Issue:
How do we connect the Salesforce add-in to our Outlook to upload emails?
Resolution:
Use the steps below to get the Salesforce Outlook Add-in connected to your account after it has been added t...
Adding Phone Call Activity in CRM
These are instructions on the various ways to add phone call activity using the Microsoft Dynamics CRM System. There are four main methods to add phone activity along with when to use each method.
Method 1 - Adding Phone Call Activity to ...
Bold Support Portal Reference Guide
For a quick view on how a customer submits a case, click here. Do NOT provide this link to a customer. Download a PDF to send to them, or direct them to their KB. Overview The Bold Customer Portal assists you to quickly and efficiently submit su...
Email sent from Salesforce is not actually being sent
Description of Issue:
When sending emails via Salesforce, no error is received, however, the emails are not actually sent. Salesforce should include the email in your Outlook sent folder if it was successfully sent.
Fixes:
Follow the...
Error Sending Email: Object Email Address Marked as Bounced
Description of Issue:
When sending an email from Salesforce an error is presented that includes '....object email is currently marked as bounced...'
Example:
The error was received when transferring a case from Triage to Development, whi...
Error Using Email Template - We can't send your email. Try again, or contact your Salesforce admin.
Description of Issue:
When sending emails via Salesforce using any email template, the following error is received:
We can't send your email. Try again, or contact your Salesforce admin.
Fixes:
Follow the steps below...
Error Using Email Template -You can't send an email to a lead when there's a value in the Related To field. Remove the lead or the Related To entry.
Description of Issue:
When sending emails via Salesforce using any email template, the following error is received:
'You can't send an email to a lead when there's a value in the Related To field. Remove the lead or the Related To entr...
How to Create an Account Contact and Community Portal (Experience Portal) User
Experience Portal Configuration
The Bold Group Experience Portal (formerly Community Portal) can be found at https://boldgroup.my.salesforce.com/ . The portal is where customers can submit cases for support from Bold Group staff.
An ...
Salesforce Case Quick Reference Sheet - Internal Use Only
Find the file for information on Quick Reference for Salesforce Cases here.
...
View of Customer Details
How to Find Customer Details in CRM Related to the Customer Portal Load the Customer in CRM. Find the person on the customer "All Account Contacts." Click on that person to load their Contact Details. Then drop down the Contact type and ...