Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
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...