Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Understanding case status

The case status field drives the case life cycle. This field allows you to see where the case is at a point in time.

The following screenshot shows the options for case status. These values can be customized for the business use case, as needed:

Graphical user interface, application  Description automatically generated

Figure 7.7: Case Status dropdown in the Details section of a case

As you can see in the preceding screenshot, there are four case status values, as follows:

  • New: The default status when a case is created.
  • Working: The case is being actively worked on.
  • Escalated: The case has been escalated to another department or a manager due to an issue not being resolved in a timely manner, or because of needing a different skillset to resolve the issue.
  • Closed: The case has been resolved.

Now that we have created the case and seen how case status works, let’s dig a little deeper into case escalation in the following section.