How to Establish a Support System with Salesforce Cases
Setting up a ticketing system in Salesforce using the Case object involves several steps to ensure efficient issue tracking and resolution. Here's a simplified guide to help you get started: 1. **Customize Case Object**: Go to Setup > Object Manager > Case. Modify fields to capture relevant information, like Subject, Description, Priority, Status, etc. 2. **Case Assignment Rules**: Define rules for assigning cases to specific users or queues based on criteria like type or origin. Navigate to Setup > Cases > Assignment Rules. 3. **Case Page Layouts**: Create customized page layouts to display relevant fields and information for different user profiles. Customize layouts under Setup > Object Manager > Case > Page Layouts. 4. **Email-to-Case**: Enable Email-to-Case to allow customers to create cases via email. Set up email addresses and routing addresses, and configure case creation settings under Setup > Email-to-Case. 5. **Web-to-Case**: Implement...