In this Use & Optimize video, close cases quickly and efficiently by automating your case management process.
With guidance from our experts, learn how to streamline your case management from start to finish.
This video will cover:
- how to implement auto-response rules
- define assignment rules
- how set criteria for escalations
- additional automation options
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: cs.salesforce.com/portraits/a...
0:00 Intro and Overview
0:53 Demo: Case Auto-Response Rules
2:44 Demo: Case Assignment Rules
5:01 Demo: Case Escalation Rules
5:39 Demo: Additional Options for Agent Efficiency
7:06 Recap and Next Steps
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Use & Optimize: Service Cloud: Automate Your Case Management
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments - including marketing, sales, commerce, and service - a single, shared view of every customer.