Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Mastering Salesforce CRM Administration
  • Toc
  • feedback
Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Gupta
3.1 (8)
close
Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

3.1 (8)
By: 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 (13 chapters)
close

Escalation rule


It may happen a few times that the support rep does not resolve a case on the specified time, as assigned. The Case Escalation feature allows us to configure a rule by which the case can be escalated to another user or queue. In other words, its escalation rule is a way of reassigning a case to another user or queue and notifying individuals when a case is not closed in the specified time frame. The benefits of using an escalation rule are as follows:

  • It allows an organization to ensure that cases should not remain open forever. For example, if a case is not resolved after 72 hours of its creation, then it is reassigned to a Tier II queue.

  • It helps the organization to prioritize key customer cases. For example, escalating Silver customer cases after 24 hours of case creation if it is still open.

  • It also helps an organization to ensure better customer service.

The following diagram shows how an escalation rule is structured in Salesforce:

Three are three steps to define an escalation...

bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete