Check Out Service Cloud Quick Start
Check Out Service Cloud Quick Start
Deliverables
Deliverables
EMAIL INTEGRATION | Leverage Salesforce native integration capabilities for Gmail, Outlook or Salesforce INBOX* (*If Purchased) |
USERS | 10 Users 4 Roles and 3 Profile |
CASES | 1 Web To Case intake form, 1 Email to Case, 1 Email template, Case assignment and email auto response, Milestone tracker *, 10 Custom fields, Configure page Layout (* if included in the Service Cloud Edition you purchased ) |
OPPORTUNITIES | Create Opportunity Stages, 10 Custom Fields Configure Page Layout |
ACCOUNTS | 10 Custom Fields Configure Page layout |
REPORTS & DASHBOARDS | 10 Custom Reports & 1 Custom Dashboard |
WORKFLOWS* (*if workflows are included in the Sales Cloud Edition you purchase) |
2 Custom Workflows |
TRAINING | 1 (4 Hours) Online hands-on training session + User Manual |