Deflect Retail Banking Cases Solution Kit
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Deflect Retail Banking Cases
Salesforce Spring
salesforcedocs
Last updated November
Copyright Salesforce Inc All rights reserved Salesforce is a registered trademark of Salesforce Inc as are other
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CONTENTS
Deflect Retail Banking Cases
Workflow
Design Considerations
Configurations
DEFLECT RETAIL BANKING CASES
Manage a high volume of customer service requests related to retail banking
Get Started
This kit helps financial institutions handle a high volume of service requests Salesforce cross cloud tools provide digital channels to
manage this anticipated volume The tools in this solution kit address customers needs responsively while reducing traffic to call centers
and adding visibility to the process
Explore system architecture related to this solution
Industry Blueprint for Retail Banking
Reference Architecture for Retail Banking
Solution Architecture for Retail Banking
Take Trailhead modules related to this solution
Salesforce Solution Kits Quick Look
Customer Guide for Retail Quick Look
Customer Guides Quick Look
This solution kit helps you
Drive customers to information and solutions delivered via digital channels
Automate simple case requests to offload call center volume
Deliver a personalized customer experience when you connect Service Cloud and Marketing Cloud
Limit human interactions on cases that require a phone conversation because of sensitive or specific information
Track the solutions impact against your call center and financial portfolio
Required Products
Marketing Cloud Enterprise
Deflect Retail Banking Cases
Workflow
Experience Cloud
Einstein Bots
Service Cloud
Workflow
Learn how data flows through the configurations when you deflect retail banking cases
Design Considerations
Keep these design considerations in mind when you deflect retail banking cases
Configurations
Use these configurations to deflect retail banking cases
SEE ALSO
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View Order History and Cancel Orders Solution Kit
Personalized Marketing Recommendations Solution Kit
Transactional Emails Solution Kit
Workflow
Learn how data flows through the configurations when you deflect retail banking cases
Workflow
This diagram illustrates the retail banking case deflection workflow
Marketing Cloud creates a personalized email or ad campaign based on the customers profile
The customer opens the email or campaign communication
Deflect Retail Banking Cases
Design Considerations
The customer is directed to the Experience Cloud portal for more information
The chatbot affirms the customers eligibility based on profile attributes
A case is created using the information the chatbot received
Marketing Cloud updates the customers risk profile
Marketing Cloud automatically triggers a followup request for the customer
The customer receives updates via their preferred method of communication
Related Content
Take the next steps in this implementation
Design Considerations
Configurations
Design Considerations
Keep these design considerations in mind when you deflect retail banking cases
Key Considerations
Understand your choices when deflecting retail bank cases
Use Einstein Bots vs WebtoCase
To ease your service agents loads consider Einstein Bots Bots can answer questions handle intake and capture requests that dont
require a person to respond That frees your agents to handle more complex issues Bots also can gather prechat information to save
your agents time Use bots as a way to help deflect large volumes of cases You can use WebtoCase or existing process automation as
an alternative to bots
Weigh Pros and Cons of an Experience Cloud Portal Versus an Existing Website
Experience Cloud portals provide an easy way to extend information that already resides in your CRM directly to customers Your current
website and CRM practices can seem to adequately expose cases and any customer details that youre tracking without taking on the
task of building a portal And Your customers can also employ an existing website for capabilities such as single signon However after
you integrate its Experience Cloud portals integrated with your CRM Experience Cloud portals offer you solution that requires little
development The portals tie directly into your service platform and reduce traffic to your call center for highvolume requests
Secure Your Experience Cloud Site
For public unauthenticated portals follow the best practices guidelines on securing your Experience Cloud site
Secure Confidential Data
Use Salesforce Shield and platform encryption for your highly confidential data
Performance and Scalability Considerations
The performance and scalability of your case deflection solution are crucial to its success
Consider these attributes that enhance performance
Deflect Retail Banking Cases
Configurations
Make user creation and registration lightweight and asynchronous Consider performing operations in batches
Understand the performance implications of concurrency on landing pages Perform robust performance testing to examine the
effects of custom components on a single page and the total registered users Avoid hitting limits for Experience Cloud portals
Consider the design complexity of landing pages Analyze the number of custom components on a single page and the complexity
of the sharing sets in your Salesforce environment
Improve performance by setting up a Salesforce Experience Cloud Content Delivery Network CDN
Enable Event Monitoring and set up dashboards to watch frontend and backend performance
Review the Concurrency Limits Module and volumesensitive Governor Limits doc
Scaling under load is key to success Work with your account team and CSM to determine the best approach if you expect new users to
be registered or created at high volumes in a short time Consider these resources for more on scaling limitations and guardrails
Flow Limits and Considerations
Experience Cloud Sites Usage Allocation
Recommended AppExchange Apps
Incorporating eSignature capability is a timesaving way to advance necessary document processing
The DocuSign eSignature for Salesforce app is a powerful convenient and legal way to remotely register customer signoff on necessary
documents
Related Content
Review earlier steps in this solution
Workflow
Take the next steps in this implementation
Configurations
Configurations
Use these configurations to deflect retail banking cases
The Deflect Case Volume solution configures crosscloud Salesforce products to work together The key components are Marketing
Cloud Customer Portals Einstein Bots and Service Cloud Salesforce administrators can build dashboards to track and analyze the
solution
Step Configure the Campaign in Marketing Cloud
Find customers who are most likely to qualify for a request and target them with an email campaign The email contains links to a
selfservice customer portal
Use Marketing Cloud to create a profile of atrisk customers Then configure and launch an email campaign to invite customers to get
started on their requests via the portal
Setup Marketing Cloud Connect
Deflect Retail Banking Cases
Configurations
Build and configure the email campaign to target customers profiles most likely to be at risk
Set up mass emails to throttle down in anticipation of heavy response rate
Drive recipients to the customer authentication portal via a link in the email
Step Set Up a Customer Portal in Experience Cloud
Create a Knowledge Base KB with informative articles on case processing Assign KB owners and create a process to update articles as
new laws and best practices emerge Create a channel menu and an Einstein Bot to deflect call traffic and link to the KB
The goal of this step is to create a selfservice digital portal The portal informs customers as they create case requests
Build out a Knowledge Base KB with articles that inform customers about COVID topics with a focus on potential implementations
and the latest updates
Identify key personnel to update KB articles as changes in government mandates arise Build out a review and approval process to
expedite those updates
To drive customers to digital channels implement a channel menu
Consider audiencetargeted content based on the customer profile in the Experience Cloud site
To handle basic call deflection and link to knowledge base articles implement an Einstein Bot
Step Define Process Automation with an Einstein Bot
Gather existing customer and desired case data and request customer buyin on a preferred communication protocol to track progress
Create a bot to update records across Salesforce Service Cloud
This task assures that customerprovided data and case requests are processed and obtain buyin from customer on how best to update
them
Gather data from the customer regarding the case request
Create an Einstein Bot that updates existing CRM platforms Salesforce Service Cloud with immediate shortterm extensions to other
backend processing systems
Validate that followups to customers use their preferred contact methods and that customers have given consent to be contacted
Incorporate email followups and confirmation with optional esignature integration that confirm case requests
Identify the desired means of communication for future contact such as phone email or SMS
Step Configure Service Cloud to Manage Requests
Create a case management process to handle a range of highvolume case request scenarios Set up an internal Knowledge Base to
inform decisionmakers of the latest government and institutional mandates
Establish criteria for customers at further risk of default that divert them to the best available courses of action
Establish key milestones and escalation paths based on corporate standards and mandated government guidelines
Create custom record types case routing and management processes for case requests
Identify key document requirements and internal processes and procedures for verification
Create an internal KB containing article updates to CARES Act requirements
Link existing available information to case records
Create processes and workflows that support case processing
Deflect Retail Banking Cases
Configurations
Step Configure Journey Builder in Marketing Cloud
Use Salesforce Marketing Cloud and Journey Builder to automate updates and notifications as customer cases are processed
This key component task automates much of the case management including issuing updates to customers It does so by establishing
a process that is standardized yet responds to customerspecific concerns
Configure the entry event for Journey Interaction based on the customer profile in the case
To automate updates on cases and create tasks or any other followup actions for case servicing specialists use Journey Builder
activities
Automate notification messages based on updates to case stages or customerrequired steps See Service Cloud case management
Include notifications that reflect the preference options offered to the customer in the bot and stored within the case data
Step Use Dashboards to Track and Analyze the Solution
Create dashboards that follow key metrics The dashboards provide insights into how well the solution is meeting expectations Dashboard
reports can also indicate areas of improvement
This key component task provides visibility to the success and impact of case deflections
Identify and build dashboards that capture and display performance data for tracking the initiative including
Call volume and throughput
Financial portfolio impacts
Current stage and process metrics
Call resolution metrics
Compliance documentation updates to customer facing and internal KBs
Related Content
Review earlier steps in this solution
Workflow
Deflect Retail Banking Cases
Configurations
Design Considerations
SEE ALSO
Public Customer Community
Einstein Chatbot
Omni Channel Routing
Set Up Queus
SetUp and Manage Salesforce Communities
Salesforce CMS
Manage Your Communitys Pages and Their Properties in Experience Builder
Admin Beginner
Service Cloud Basics
Service Cloud for Lighting Experience
OmniChannel Readiness and Digital Engagement
Service Cloud Agent Productivity
Einstein Bot Basics
Getting Started Platform Application Security
Insights Service Cloud Dashboards Fast Start
How To Service Cloud Automate your Case Management
How To Service Cloud Design your Lightning Console
How To Service Cloud Automate Work Distribution with OmniChannel
Getting Started Service Cloud Digital Engagement
Getting Started Service Cloud Einstein Bots
Getting Started Community Cloud Customer Community Fast Start
How to Community Cloud Build a Customer Community
How to Community Cloud Create a Public Knowledge Base
