:Salesforce

Revision as of 15:49, 7 February 2018 by JP (talk | contribs) (Process Quick Reference)

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