Timeline: 4 weeks
We will introduce our team to the client. Will setup a discovery call and understand what are the service needs that can be served with out-of-the-box functionality. Understand the assignment and escalation rules. milestones to setup etc.
We’ll configure and create fields on accounts and contacts — your customer base.
We’ll configure the Service Cloud Console including all components, lists, buttons or quick action links necessary.
We’ll customize Cases, including list views, queues, custom fields, and page layouts for your customer service department to manage inbound tickets.
We’ll perform a custom one-hour webinar training session of your Salesforce application.