✴️ This week’s #TuesdayTips is our second in our series to help you with your #Case Management: Set up Cases ✴️
At its core, every service organization wants to provide an amazing customer experience resolving customer issues as quickly and efficiently as possible. In order to do that, it is critical to implement a case management process. Although every organization defines case management differently, this guide will provide resources for each aspect of case management from set up to optimization and beyond.
Start by registering for an upcoming webinar for an in-depth walk-through of Salesforce case management:
https://salesforce.zoom.us/webinar/register/WN_B7prkupJRN2n4vFIPRD8qA
Set Up Cases
Cases are the backbone of Service Cloud. Cases help you track and resolve customer issues, showing you a complete view of the customer. Learn how to set up and manage cases, how to create a case support process, and best practices for implementation with these powerful resources.
Set Up and Manage Cases. This Help & Training article will help you define cases for your support organization. Learn all the steps needed to create and manage cases, including filling in key case details, how to keep the customer updated, and finally, how to close cases. In addition, learn how to enable case teams so groups of agents can work together to resolve cases.
https://help.salesforce.com/articleView?id=cases_intro.htm&type=0
Create a Process for Managing Support Cases. Take the next step by streamlining your team’s case workflow to improve productivity. This Trailhead project will walk you step by step on how to create a case support process by introducing case record types. This is a great resource to learn how to segment different types of cases once they are created.
Case Management Implementation Guide. Use this guide to get instructions and implement industry best practices on setting up, customizing, and enabling the most helpful case features, allowing you to track all your cases from one central place.
And remember to bookmark the #Case Management best practices one-pager for easy access!
https://help.salesforce.com/articleView?id=000356142&type=1&mode=1
