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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

Entitlement management


Your company may provide different levels of services for various customers. Before providing a service to a customer, support agents may need to verify that the customer has the provision and is entitled to the service. Please note that you must first navigate to settings and enable these features (for example, click on Enable Entitlement Management). We won't be digging deeper again into the configuration as that can be a chapter in itself and this is beyond the scope of this book. So here are some of the features that you may explore further:

  • Milestones help agents to manage service levels in various stages of the entitlements. The basic navigation path to setting up entitlements is Setup | Customize | Entitlement Management | Entitlements.

  • Service contracts can help agents to represent different kinds of customer support, such as warranties, subscriptions, or maintenance agreements. The navigation path is Customize | Entitlement Management | Service Contracts.

Salesforce...

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