Case Management in Salesforce

In this session we will demonstrating the Basics of Salesforce Service Cloud and Case Management. Will cover the how to create cases from Email-to-case and Web-to-case in Salesforce.

What is Case?

Cases are the foundation of the Service Cloud and are used to track customer issues and inquiries. Cases are typically used to track and manage Customer’s question, feedback, or issue.

What is Salesforce Case Management ?

As described in Service Cloud Introduction session, Salesforce Case Management allows us to record, track and solve customer issues by sales, service and support. It includes the ability to create cases either from an email (email to case), from a web form (web to case), or manually. Cases can be managed in queues and assignment rules and escalation rules can be defined.

Case Life Cycle

Cass can be created from multiple channel in Salesforce Service cloud like log a case online, Case Support (CTI), Email Support and Email Support. Once Case is created then next step is to assign the case to Sales agent or Queue. Another key feature of service cloud is Entitlements Management to verify the SLA. Then sales agent can use Salesforce Solution to suggest solution to client and communicate solution by email, phone or customer portal.

Once Solution is provided, It time to check case is resolved or not? If resolved on time then close the case. Else reassign it to another agent. We can also check the SLA as well base on that case can be escalated to manager ans assigned to tier 2 for help.

Basic Set Up?

Set Business Hours?

Specify the hours when your support team is available to serve customers. Helps to apply Timezones to:

• Milestones in entitlement processes
• Entitlement processes
• Cases
• Case escalation rules

Set Up Support Holidays

Specify the dates and times your customer support team is unavailable. Associate it with business hours to suspend business hours and escalation rules.

Case Creation Options

Following are option to create cases in Salesforce.

1. Email-to-Case
2. Web-to-Case
3. Manual
4. Automated
5. Answer site – Escalate unanswered question to case
6. Turn Emails and Social Media Posts into Cases
7. Convert Customer Interactions(Phone,Chat,Messaging)

Email-to-Case

Salesforce automatically creates cases and auto-populates case fields when customers send messages to the email addresses you specify.

Key features and benefits of Email-to-Case

1. Customer responses regarding a case are automatically associated with the original case, including any attachments the customer sends.
2. Case reporting measures both inbound and outbound emails by case so that you can see how many emails are exchanged before an issue is resolved.
3. Routing addresses allow you to create multiple email addresses from which the contents of customer emails can be converted to case fields.
4. Assignment Rules, Escalation Rules, Workflow Rules and Auto-Response Rules all work seamlessly with Email-to-Case.

Email-to-Case – Considerations

Learn more about Email-to-case in Salesforce.

Web-to-Case

Gather customer support requests directly from your company’s website and automatically generate new cases with Web-to-Case. How to set up?

• Enable the feature
• Create and customize your web form
• Add the form to your website

Initial Set-up

• Choose case fields to be included
• Select email Template for notification
• Set up required queues for assignment
• Decide on case ownership

Web-to-Case – Considerations

• Unsupported Content Types
• Attachments
• Rich text area (RTA) fields—If you use these fields on your forms, any information entered in them is saved as plain text when the case is created.
• Multipart/form-data—Cases aren’t created for forms that use this content type.
• Script tags—When script tags are submitted in Web-to-Case forms, the tags are saved as plain text in the case detail
•  5,000 cases in a 24-hour period

Recording

Check this post for all other service cloud Training content.

Summary

Case Management in very important part of Salesforce Service Cloud. I hope this session helped you to understand the basic of Case Management in Salesforce and different way to creating cases like manual, email to case and web to case. In next session we will learn about case lifecycle and case resolution process.