Service & Support Applications – (11%)

α€‘α€€α€―α€”α€Ία€œα€―α€Άα€Έα€œα€€α€Ία€α€½α€±α€·α€œα€­α€―α€€α€Ία€™α€œα€―α€•α€Ία€œα€²α€›α€œα€±α€¬α€€α€Ία€•α€«α€α€šα€Ία‹
Web-to-Case, Case Assignment Rules, Case Escalation Rulesα€œα€―α€•α€Ία€α€²α€· setting α€α€½α€±α€α€±α€¬α€·α€œα€€α€Ία€α€½α€±α€·α€”α€²α€”α€²α€œα€­α€―α€€α€Ία€…α€™α€Ία€Έα€žα€„α€·α€Ία‹

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 β€œNew ➞ Working ➞ Closed”).
  • 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 aren’t 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