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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

Service cloud


At the core of the service cloud in Salesforce CRM is the case management functionality that tracks and records activities dealing with customer, 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 customers' 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 to obtain customer responses from your company's website and customer e-mails.

Case management

There are number of ways case records, which might consist of recorded phone calls or e-mail communications, can be entered into the Salesforce CRM application. Case records can be entered manually by the users accessing the Case tab, but there are other methods available...

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