Service and Support Applications Flashcards
What 2 benefits of using Data Categories with Salesforce Knowledge are there?
Can be classified into groups which makes them easier to find & access to articles can be controlled (for example, some articles might be geographically specific)
Sites using Experience Cloud (formerly Communities)
share info and collaborate with key people such as customers, partners or employees. These also allows collaboration between customers
How can you ensure every case gets assigned to a valid owner?
Define default case owner in support settings
What should you define to ensure a certain group gets associated with each new case?
A case assignment rule to associate the case team
How could a company give its resellers a way to track their leads and opptys?
Partner site using experience cloud
If a system admin enables case feed actions and feed items in support settings, what change will occur for users with the appropriate profile permissions?
They will see the case feed layout instead of the standard page layout
Assignment rules
Define conditions that determine how leads or cases are processed