In this lesson I introduce you to the Service Console app and setting the Service Cloud User on your user account.
In this lesson I provide an overview of effective Case Management in Salesforce. I also cover the core features and functions of the Service Cloud.
The third and final process available in Setup is Support Processes. You can create multiple Support Processes inside of Salesforce. These Support Processes can be used to control and vary the Status designations available across different types of Cases. You will first create your Support Proces...
Before you can create Case Record Types, you will have to have created one or multiple Support Processes to associate them with. Since we previously created those Support Processes, we are now ready to dive into creating Case Record Types. As a matter of best practice, it is always advisable that...
1 Comment