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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

Using escalation rules for quicker case resolution

Escalation rules allow you to automatically reassign a case and/or notify a manager that there is an issue with a Case. An example would be a technical issue that needs to be escalated to a more skilled technician. Another example may be if a customer asks for a case to be escalated to a manager. Escalation rules allow you to automatically escalate cases based on criteria and set who the case is escalated to, as well as who to notify of the escalation. Let's take a look at how to build escalation rules.

In the following screenshot, I clicked on the gear icon (1) to start the process:

As you can see in the preceding screenshot, after clicking on the gear icon I clicked on Setup (2) to take me into the configuration section of Salesforce.

In the following screenshot, I started typing esca into the search bar (1). This brings...

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