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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

The service cloud


The service cloud in Salesforce consists of modules that help to manage business processes that are required after a sales cycle has been completed and the company is providing support and service to the customers for the products that are sold. Salesforce provides modules such as case management, knowledge, entitlements, live agent, and so on, which can help customers raise requests, and agents can use these modules effectively to solve issues or customer requests. The service cloud has an excellent reporting utility like the report builder we discussed in Chapter 3, Reports and Dashboards, which can help to draw reports to measure the Key Performance Indicators (KPIs) for the call center industry.

The case management module primarily consists of the case object. There are features such as Email-to-Case, which can help a company manage the customer requests from e-mails directly. Consider an example of a call center or support center. Typically, we e-mail them or raise...

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