Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Entitlement management


Entitlement management helps an organization to provide the correct support to their customers. It helps a support agent to identify what all kind of service levels the customer is eligible for. There is a thin gap between an escalation rule and entitlement management. An escalation rule helps an organization to make sure that the cases do not remain open forever whereas entitlement management helps a support agent to identify what all kind of service levels the customer is entitled to, based on their service contract, asset, or account.

Let's start with an example: you have just opened a support ticket with your cellular operator to resolve the network issue. As we all know, cellular providers are not selling any support plan, such as Silver, Gold, or Platinum, separately. It means they are treating all support tickets equivalently; in this case, they can utilize an escalation rule to make sure that the cases do not remain open forever.

Here is another example: let...