Launch the Service Process and Complete the Request
Learning Objectives
After completing this unit, you’ll be able to:
- Launch the Checkbook Order service process with Action Launcher.
- Complete the Checkbook Order request form.
- Review the Checkbook Order request case.
Matt tells Ryan that the Checkbook Order service process definition is activated and is ready to launch from the Action Launcher. Perfect timing! Cumulus receives a checkbook order request from a customer. Ryan explains Service Process Studio to the service agent at Cumulus, who can’t wait to use the Checkbook Order service process definition to fulfill his customer’s request.
He launches the Checkbook Order service process with Action Launcher. Let’s see how the service process definition transforms the customer service experience.
Launch the Checkbook Order Service Process to Fulfill the Request
- Navigate to the Account record page, and click Cheque Book Order. In this example, the Account name is Julia Green.
- In the Cheque Details page, enter the required details, and click Next.
- In the Financial Account Info page, select Savings for Account field, and click Next.
A case is created and a reference number is generated.
- Click the reference number link.
The case page is displayed.
- Click the Case Details tab and verify the data.
- Click Finish.
Ryan and the service agent are thrilled they could fulfill the previously complex checkbook order request in a timely and effective way—no more complex steps because the entire process is automated.
Most importantly, the top-quality service has sent customers over the moon.
Resources
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Salesforce Help: Launch Service Processes with Action Launcher
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Salesforce Help: Provide Access to OmniScripts
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Salesforce Help: Launch Actions
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Salesforce Help: Action Launcher