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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Service Cloud overview


Service Cloud is a product designed to automate your support process. By implementing this, an organization can boost its support process. This includes case, knowledge base, article management, entitlement, and many more features. Service Cloud includes everything that you need to make your support process faster.

Service Cloud can support your business purposes if you are looking for a solution to provide a call center setup, case management, service contract; additionally, you can track the day-to-day work of a support agent. It will help you close a case faster and make your customer happier.

Case management

Salesforce provides a number of ways to capture a case:

  • Creating a case manually

  • Using an Apex data loader (discussed in Chapter 7, Concepts of Data Management)

  • Using Email-to-Case

  • Using Web-to-Case

Creating a case manually

If a support agent wants to create a case manually, then he or she can go to the Cases tab, which is available at the top of the page, and click...

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