Create service contracts with entitlements in Salesforce

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  • čas přidán 6. 05. 2020
  • Now that you have everything set up for entitlements and milestones to meet customers’ support needs, create a service contract and entitlement for Edge Communications, then log a case for them using entitlements.
    Steps involved:
    1.Create a Service Contract
    Start by creating a service contract for Edge Communications that lasts for a year
    2.Add an Entitlement to the Service Contract
    Add a Platinum Phone Support entitlement to the service contract that uses the Standard Support entitlement process
    3.Log a Case to Test the Process
    Log a product support case for Edge Communications
    View the entitlement fields on the case record
    4.Take a Look at the Milestone Tracker
    The milestone tracker shows you how much time is remaining before hitting milestones within an Entitlement process
    You created a support process from to help your support agents help customers. By customizing fields, page layouts and record types, creating case assignment rules and escalation rules, and setting up entitlements and milestones, reps can easily find all the customer information they need in one place, so they can take care of customers quickly and efficiently.
    This video was part of Setting Up Case Escalation and Entitlements - Create processes to help support teams become more efficient.
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Komentáře • 3

  • @abdoumenouer7762
    @abdoumenouer7762 Před rokem

    For a no sound video, that was pretty good

  • @darshanavarade1353
    @darshanavarade1353 Před 4 lety +5

    No sound. Plz add sound so we can understand what's going on n what's the use case

  • @durgabhavani4899
    @durgabhavani4899 Před rokem

    i am not able to see entitlements tab in related tab