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Salesforce Case Implementation Guide

Salesforce Case Implementation Guide


First things first !
To download this implementation guide, click the download button below.
If you need more information about the implementation guide, you can read the Table of Contents below.


Case Management Overview
Customizing Fields
Customizing Case Page Layouts
Creating Email Templates
Define Assignment Rules
Setting Up AutoResponse Rules
Setting Case Escalation Rules
Capturing Cases from Your Website
Capturing Cases from Customer Emails
Customizing the Case Sharing Model
Set Up Case Teams
Feature Rollout
Case Process Overview
Tips for Training Users
Key Reports