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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 2. Security Settings in Salesforce FREE CHAPTER 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

Escalation rule


It may happen a few times that the support rep does not resolve a case on the specified time, as assigned. The Case Escalation feature allows us to configure a rule by which the case can be escalated to another user or queue. In other words, its escalation rule is a way of reassigning a case to another user or queue and notifying individuals when a case is not closed in the specified time frame. The benefits of using an escalation rule are as follows:

  • It allows an organization to ensure that cases should not remain open forever. For example, if a case is not resolved after 72 hours of its creation, then it is reassigned to a Tier II queue.

  • It helps the organization to prioritize key customer cases. For example, escalating Silver customer cases after 24 hours of case creation if it is still open.

  • It also helps an organization to ensure better customer service.

The following diagram shows how an escalation rule is structured in Salesforce:

Three are three steps to define an escalation...

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