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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Entitlement management


Entitlement management helps an organization to provide the correct support to their customers. It helps a support agent to identify what all kind of service levels the customer is eligible for. There is a thin gap between an escalation rule and entitlement management. An escalation rule helps an organization to make sure that the cases do not remain open forever whereas entitlement management helps a support agent to identify what all kind of service levels the customer is entitled to, based on their service contract, asset, or account.

Let's start with an example: you have just opened a support ticket with your cellular operator to resolve the network issue. As we all know, cellular providers are not selling any support plan, such as Silver, Gold, or Platinum, separately. It means they are treating all support tickets equivalently; in this case, they can utilize an escalation rule to make sure that the cases do not remain open forever.

Here is another example: let...

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