Develop a provider portal for certified service providers to manage constituent referral requests, track service delivery, update their information, and collaborate with agencies and constituents effectively. Create a Service Provider Portal in PSS to easily track and manage referral requests. Caseworkers often lack direct insight into the progress of constituents’ benefits and their interactions with
Salesforce took a strategic approach to cater to specific industries a few years ago, introducing the ‘Industries’ Cloud products. These products aimed to offer tailored CRM frameworks that address the unique needs of organizations within those industries. By enabling businesses to leverage Salesforce efficiently without the need for extensive structural modifications. Account Engagement for Healthcare
What are the different ways to create cases in Salesforce? There are four primary methods to generate a case in Salesforce: What are Cases in Salesforce? A case in Salesforce denotes a behavioral event and may involve related Behavior Involvement records. Notably, the Case object serves distinct purposes in EDA compared to standard Salesforce, encompassing
Salesforce Case Object The Salesforce case object represents a case, which is a customer issue or problem. What is the Salesforce case object? A Salesforce Case object can be thought of as a workbook containing all the issues, questions, disputes, and requests that customers have brought up with your business. What is the difference between
Enhancing Support Management through Case Queues: A Practical Example Salesforce Queues for Case Management put the cases in front of the proper teams in multiple Salesforce industry solutions. Scenario: Sunshine Electronics, a leading electronics retailer, is committed to refining its customer support procedures by effectively handling incoming cases and inquiries. The company aims to ensure
The Salesforce Service Cloud Question-to-Case feature streamlines the process for moderators to create cases from questions in Chatter, facilitating the efficient tracking and resolution of customer issues. Accessible across multiple platforms, including your Salesforce org, Salesforce mobile web, Aura, and Salesforce Tabs + Visualforce sites with Chatter Questions enabled, this feature ensures a seamless experience.
