Cloud Applications II Flashcards
What are the steps involved in setting up Entitlements and Entitlement Processes?
Create Milestones, Create Entitlement Process, Add Milestones to Process, Add Workflow actions to Milestones, Add Entitlement Process to Customer Entitlement
What are the 3 Entitlement models?
Entitlement only (determined by Account, Contact, Asset), Entitlement + Service Contracts (Entitlement purchased separately to product), Entitlement + Service Contract Line Items (Entitlement is specified in detail in a line item)
What is an example of an Entitlement Milestone?
The customer is entitled to a first reponse within 60 minutes.
What features can CTI provide to support customer agent interaction?
CTI provides an integrated softphone that can dial, answer, screenpop records, log calls, tranfer calls, and conference calls.
How does Web-to-Case work?
The HTML generated in Salesforce is embedded on a company website. Cases are created automatically from submission if data meets validation rules. If not, an email is sent.
What are the options for dealing with emails in Salesforce related to support requests?
Salesforce can accept incoming emails and automatically create cases. Emails can be related to existing cases if they include a reference number (thread id).
How can customers interact with agents in a Community?
Create Cases, use Chatter Questions, submit Ideas, comment on Knowledge
What can be used to define the structure and format of articles in Salesforce Knowledge?
Record Types and Page layouts
Once Lightning Knowledge has been enabled, what can be created to distinguish types of Knowledge articles?
Record Types
What can be created for easier classification of articles in a Salesforce Knowledge base?
Data Categories
Which Salesforce feature enables automatic creation of cases from incoming emails and attaching them to existing cases if they include a reference number?
Email-to-Case
Which feature integrates on-premise telephony system with Salesforce and enables a softphone which can be used to make and receive calls in Salesforce?
CTI
Which community feature allows customers to ask questions in Chatter feed, groups and records?
Chatter Questions
Which options are available to generate a web form for Web-to-Case for automatic creation of cases based on information submitted by customers online?
HTML Web-to-Case Generator, Visualforce and Sites
Which feature of Omni-Channel can be enabled to allow assigning work items to agents based on their skills?
Skills-Based Routing