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Difference between revisions of ":Salesforce"

(Process Quick Reference)
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*[https://oneview.mitel.com/s/article/Mitel-for-Salesforce-Connect-CLOUD-ONSITE?r=2&ArticleView.getArticleHeaderDetail=1&Quarterback.validateRoute=1&RecordGvp.getRecord=1&ArticleTopicList.getTopics=1&ToggleFollow.getChatterFollowModel=1 MITEL FOR SALESFORCE (MICLOUD CONNECT/CONNECT ONSITE)]
 
*[https://oneview.mitel.com/s/article/Mitel-for-Salesforce-Connect-CLOUD-ONSITE?r=2&ArticleView.getArticleHeaderDetail=1&Quarterback.validateRoute=1&RecordGvp.getRecord=1&ArticleTopicList.getTopics=1&ToggleFollow.getChatterFollowModel=1 MITEL FOR SALESFORCE (MICLOUD CONNECT/CONNECT ONSITE)]
 
==Process Quick Reference==
 
==Process Quick Reference==
 +
*Must use Chrome
 +
*Case must be created or updated for every customer interaction
 +
*Email must be sent to customer at the close of each case
 +
*Case must be closed before moving onto the next case

Revision as of 15:49, 7 February 2018

Salesforce

Getting Started

(Under Construction)

SalesforceIcon.png


Routing: Omni-Channel

SF UI Overview7.png

Telephony: Shoretel/Mitel

SF Salesforce Infographic.png

Links and Resources

Process Quick Reference

  • Must use Chrome
  • Case must be created or updated for every customer interaction
  • Email must be sent to customer at the close of each case
  • Case must be closed before moving onto the next case