Difference between revisions of ":Salesforce"

(Process Quick Reference)
(Process Quick Reference)
Line 24: Line 24:
 
*Must use Chrome
 
*Must use Chrome
 
*Case must be created or updated for every customer interaction
 
*Case must be created or updated for every customer interaction
*Email must be sent to customer at the close of each case
+
*Email must be sent to customer for every customer interaction
 
*Case must be closed before moving onto the next case
 
*Case must be closed before moving onto the next case

Revision as of 15:53, 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 for every customer interaction
  • Case must be closed before moving onto the next case