Difference between revisions of "Designers Index"

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Revision as of 23:55, 24 May 2013

Design Elements


  Fundamental Capabilities
Cases Object Records in this object represent Cases.
Tasks Object Records in this object are user Tasks.
Case Types Different kinds of cases sharing common functionality.
MultiStep Tasks Ad Hoc processes created dynamically by users.
 
  Automation
Macros Take multiple actions at the click of a button.
Quick Text Add snippets of text to an email. Include variables.
Rules and Rule Sets Respond to record events, timer events, and scheduled events using if-condition-then-take-action procedures, with zero programming.
Process Models Interactively design a flowchart of user tasks, approvals, and automated activities.
SLAs Define Service Level Agreements, specifying objectives and escalations.
 
  Channels
Email Channel Create cases and record comments from incoming messages. Reply with a click.
Service Portal Allow registered users and guests to create cases, interact with your user community, and/or access your knowledge base.
Twitter Channel Create cases and respond using Twitter.
Facebook Channel Create cases and respond using Facebook.
Web Forms Send data from a remote site.
 
  Presentation
Dashboards Custom overview using a variety of Widgets.
Email Templates Pre-formatted messages with template variables.
Document Templates Formatted output: HTML, PDF, Word, PowerPoint.
Reports Summarize data in platform objects.
Charts Pie charts, bar charts, graphs.
Database Views Advanced reports using database queries and joins.
  Learn More
Building a Case Management Application (pdf)
Creating a Database Application
System Development