Lesson: 05 | Case

Intro

In Salesforce, the Case object is used to track and manage customer inquiries, issues, and support requests. A Case record represents a single customer issue or request, and contains information such as the customer name, description of the issue, status, priority, and other relevant details.

Cases are used in Salesforce to manage customer support and service requests, and to track the progress and resolution of customer issues. By creating a Case record in Salesforce, a business can track and manage its interactions with the customer, as well as the steps taken to resolve the issue.

In addition to standard fields, Salesforce allows businesses to customize Case records by adding custom fields, validation rules, and workflows. This customization allows businesses to capture specific information relevant to their support process and business needs.

Cases in Salesforce are often related to other objects in the platform, such as Accounts, Contacts, and Products. By associating these objects with a Case record, businesses can gain a complete view of the customer's support history and needs.

Overall, the Case object is a fundamental part of Salesforce's customer service functionality, enabling businesses to manage customer support and service requests in a centralized, organized way. By using Cases in Salesforce, businesses can provide timely and effective support to their customers, and build stronger customer relationships.

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Lesson: 05 | Case

Intro

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Lesson: 05 | Case

Intro

Administrator Course