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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Service cloud

At the core of the service cloud in Salesforce CRM is the case management functionality, which is used to track and record activities dealing with customers, service, and support automation. Case records, in Salesforce, are associated with contacts and/or accounts.

A case is a detailed description of a customer's feedback, problem, or question. Your organization can use cases to track and solve your customer's issues. Cases can be manually entered from within the Cases tab by the support or sales team after, say, a phone call or e-mail to or from a customer. However, you can also set up more complex Web-to-Case and Email-to-Case objects to obtain customer responses from your company's website and customer e-mails.

Case management

There are number of ways case records, which may consist of recording phone calls or e-mail communication, can be entered into the Salesforce CRM application. Case records can be entered manually by users accessing the Cases tab, but there...

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