How to create support process in salesforce


Create a Support Process

  • From Setup, in the Quick Find box, enter Support Processes, and then select Support Processes.
  • Click New.
  • In the Existing Support Process list, select Master.
  • For Support Process Name, enter a descriptive name. For example, enter Service Request.
  • Optionally, enter a description for the support process. For example, enter Process for logging customer service cases through flows.
  • Click Save.
  • Leave the Case Status as is, and click Save.
From Setup, click Object Manager and select Case. Click Fields & Relationships, then click Type. In the Case Type Picklist Values section, click New.

Create Processes
  1. From Setup, enter Support Processes in the Quick Find box and select Support Processes.
  2. Click New and complete the field details. …
  3. Click Save.

How to deploy support process in Salesforce?

Known Issues · No Fix

  1. Login to the OrgA
  2. Goto setup-> Support Processes
  3. Create a new Support Process under Case object
  4. For support processes it have “Selected Values” in them.
  5. Under setup-> Cases-> RecordTypes
  6. Create a Record Type which associates with the above selected Support Process.
  7. Try to deploy the above Support Process to the new Org OrgB

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What are all the services that Salesforce supports?

What are all the services that Salesforce supports? The list can be long, but the main ones are: Development of applications under the organization. Maintaining good customer relationships. Business process automation. Cloud service for storing and retrieving user data.

How to be successful with Salesforce?

  • Analyze what the needs of the users are, then design, test, and develop software that meets those needs
  • Design Salesforce solutions and create effective project plans. …
  • Suggest new software upgrades for the customers’ existing apps, programs, and systems

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How would you like to contact Salesforce?

How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone …


What is the support process in Salesforce?

In the Salesforce Support process, we define the picklist values of the Status field which will be available to the user using that support process. By implementing different support processes, we can have different resolving process cycle for each kind of case.

How do I create a support case in Salesforce?

Create a CaseLog in to Salesforce Help.Click Contact Support.Click Create a Case on the “Create a Case” tile.Select an “Inquiry Type” from the options available to you: … Fill in the required Case fields.Add any Case Collaborators to allow people to follow Case progress.Click Create Case.

What is support process in record type?

Support processes are used to add or remove the status values of cases. After a support process has been created its assigned to a record type.

How do you define support process?

Support processes are all processes whose sole purpose is to ensure the functioning of key processes and overall operations of the company. Support Processes are all processes whose sole purpose is to ensure the functioning of core processes (main processes) and running the company itself.

How do I connect to Salesforce support?

Salesforce Customer Support is here to help you get the most out of your Salesforce investment!…Start an Online Chat with SupportLog in to Salesforce Help.Click Contact Support.Click Live Chat.

How do I get to Salesforce support?

(800) 667-6389Salesforce / Customer service

How do I create a case record type in Salesforce?

Create a Case Record TypeFrom Setup, open Object Manager.In the Quick Find box, enter Case , and then select Case.Click Record Types, and then click New.In the Existing Record Type list, to copy all available picklist values, select Master. … Enter a record type label that’s unique within the object.More items…

What is web to case in Salesforce?

Web-to-Case in Salesforce is an innovative feature that helps you gather customer support requests directly from your company’s website and automatically generate up to 5,000 new cases a day. This can help your organization respond to customers faster, improving your support team’s productivity.

What are the different processes in Salesforce?

Salesforce Business Processes include:Sales Processes – Opportunity Stage field.Lead Processes – Lead Status field.Support Processes – Case Status field.

How do you create a support process?

Create ProcessesFrom Setup, enter Support Processes in the Quick Find box and select Support Processes.Click New and complete the field details. Existing Support Process: Master. Support Process Name: Product Support Process. … Click Save.Leave the Case Status section as is and click Save.

What is example of support process?

Examples of support processes include provision of information technology, finance and human resource services, as well as the provision of goods and services to internal customers.

What are the 3 types of processes?

Business Process Design – Three Types of Business ProcessesOperational process.Supporting process.Management process.

Learning Objectives

Create processes to streamline a support team’s workflow and case management.

Create a New User Using Setup Flow

Before you get going on that, add user Ada Balewa, Ursa Major Solar’s Customer Support Specialist.

Configure Case Status Picklist Values

To help Ursa Major’s customer support reps track cases more efficiently, add values and customize your case status picklist values to track the status and life cycle of cases.

Create Processes

Now create a product support process to support product-related cases.

Create Case Page Layouts

Create a product support case page layout to show information specific to product-related cases.

Create Record Types

Now, create Product Support and Inquiry Record Types using the Case Page Layouts you just created. The Record Type will determine which case page layout you see when creating a case.

Create a Case to Test Your Support Processes

To test the inquiry process you set up, create an Inquiry case using the new Inquiry record type. Pat Stumuller, a customer contact at Pyramid Construction, called in to find out what kind of warranty his company has for their solar panels. Log a case to track the inquiry.

Define your Opportunity Stages

Few companies find the standard Opportunity Stages in Salesforce match their sales process.

How To Change Opportunity Stages In Salesforce

However, there’s more to building a sales process in Salesforce than merely modifying the Opportunity Stages.

Create Fields That Support Your Sales Process

Next, define the fields in Salesforce that support your sales process.

Add Custom Features That Control Your Sales Process

The most widely used control feature in Salesforce is the validation rule.

Embed Useful Sales Process Features

Three ways you can use Salesforce to add value to the sales methodology are:


Learning Objectives

In this project, you’ll: 1. Create processes to streamline a support team’s workflow. 2. Create record types for different kinds of support cases. 3. Define picklist values for each new record type. 4. Create an escalation rule to push cases to a new queue if they remain unresolved after a specified period of time.

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  • As the admin for AW Computing, you get lots of requests to help streamline processes and boost efficiency. And with your Awesome Admin skills, you deliver on those requests. The company has a brand-new vice president of services, Noah Larkin, and he’s anxious to make some productivity-enhancing changes. He’s asked for your help changing how his team handles cases. The suppor…

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Follow Along with Trail Together

  • Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

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Add A User

  • Before you get going on that, add Noah Larkin as a user. 1. From Setup, enter Users in the Quick Find box and select Users. 2. Click New User and enter the details. 3. Click Save.

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