Service & Support Applications β (11%)
α‘αα―ααΊαα―αΆαΈαααΊαα½α±α·ααα―ααΊααα―ααΊαα²ααα±α¬ααΊαα«αααΊα
Web-to-Case, Case Assignment Rules, Case Escalation Rulesαα―ααΊαα²α· setting αα½α±αα±α¬α·αααΊαα½α±α·αα²αα²ααα―ααΊα
ααΊαΈααα·αΊα
1. Sales Process
- Case: Customer issue or request; tracks status, priority, contact, and related records.
- Queues: Shared worklists where multiple users can take ownership of cases.
2. Case Automation
- Support Processes: Control which Case Status values are available (like βNew β Working β Closedβ).
- Auto-Response Rules: Send automatic emails to customers when a case is created (confirmation, next steps).
- Case Escalation Rules: Automatically reassign or notify if cases arenβt resolved within a defined time.
3. Other Key Features
- Email-to-Case / Web-to-Case: Automatically create cases from customer emails or website forms.
- Service Console: Unified workspace for support agents (view related records, knowledge articles).
- Knowledge Base: Store & share FAQs, troubleshooting guides.
Exam Tip
- Know difference between Assignment vs Escalation vs Auto-Response
- Support Process = Case Status values
- Queues = group ownership for cases