Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

Arrow left icon
Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
Arrow right icon
View More author details
Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

Using escalation rules for quicker case resolution

Escalation rules allow you to automatically reassign a case and/or notify a manager that there is an issue with a Case. An example would be a technical issue that needs to be escalated to a more skilled technician. Another example may be if a customer asks for a case to be escalated to a manager. Escalation rules allow you to automatically escalate cases based on criteria and set who the case is escalated to, as well as who to notify of the escalation. Let's take a look at how to build escalation rules.

In the following screenshot, I clicked on the gear icon (1) to start the process:

As you can see in the preceding screenshot, after clicking on the gear icon I clicked on Setup (2) to take me into the configuration section of Salesforce.

In the following screenshot, I started typing esca into the search bar (1). This brings...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image