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Category: Remedyforce How To

Remedyforce How To

Email from RF Console with Outlook add Signature and ability to paste picture

29 Jan 2018
Challenge – Staff can’t have signatures on emails action from console I can’t paste pictures when I send email We want easy way to send emails Workaround – In this…
Learning Remedyforce…

Remedyforce Approval Reporting

6 Aug 201627 Jan 2017
Do you need pending approval reports? Here is how you can get a quick report for Remedyforce or even Salesforce modules. Quick Steps: Login as Administrator (need ability to create…
Learning Remedyforce…

On demand approvals for Service request.

5 Aug 201618 Jan 2017
Use case - Managers are not mapped in Salesforce for user object however we want ability to send service request for approval to selected manager on Remedyforce Service request form.…
Learning Remedyforce…

Change Request from Service Request

30 Jul 201614 Aug 2016
How to create Change Request from Service Request with Approval. User Case: Application change request is submitted from Self Service which requires say App Admin approval which creates a change…
Learning Remedyforce…

Service Request with Approvals

24 Jun 201617 Jan 2017
How to create Service Request which requires Approval and once approved create Tasks or assignments. New Hire Request is submitted which requires HR approval. Once approved it creates 3 tasks…
Learning Remedyforce…

How to Launch Change Request or Problem/Release/ from Task form in RF Console

7 May 20163 Nov 2016
1.Login to Remedyforce as Admin 2. Go to Rf Administration > Manage Objects > Tasks 3. Add new field of type "Formula" and return type text called as Launch CR…
Remedyforce How To…

My_Work Remedyforce- Show records assigned to me in console,reports,QV

23 Apr 20167 Mar 2017
Today you cannot see Incidents or tasks assigned to you. In this article we will see how to create a view to show Incidents Assigned to you 1.Login as Administrator…
Remedyforce How To

Customizing Incident Console form

25 Oct 20156 Apr 2016
Use case – as an administrator you have request to change the fields. Layout or order of the fields. Remedyforce console gives staff a single tab to access records from…
Remedyforce How To

Changing Remedyforce console list view

24 Oct 20156 Apr 2016
Use case – as an administrator you have request to change the columns which are shown in the list view say for Incident module. Remedyforce console gives staff a single…
Remedyforce How To

Check list for changing primary administrator account of Remedyforce Salesforce on the org

3 Oct 201528 Nov 2015
Use Case: You may come in the situation where Salesforce org administrator account is changed or the user has to be switched to new admin or  deactivated. You can simply…

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