Using Question Templates

How to use Question Templates

To use a question template:

1. Select a Template: Choose a template that closely matches the information you're looking for. Look for the question category that you need, hit the button "Show Questions", find the question you want to ask and hit the "Use" button.

2. Customize the Question: Edit the template to tailor it to your specific needs. Click on the question and edit it directly to adjust the wording, add or remove details, and make it relevant to your query.

3. Run the Question: Once you've customized the template, execute the question by hitting the "Run" button, and Meldus will process it as if you had crafted the query from scratch.

Question templates simplify the process of asking questions and help you get started quickly, providing a useful framework for engaging with your Salesforce data.