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Salesforce for Beginners - Second Edition

You're reading from  Salesforce for Beginners - Second Edition

Product type Book
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Pages 532 pages
Edition 2nd Edition
Languages
Concepts
Authors (2):
Sharif Shaalan Sharif Shaalan
Profile icon Sharif Shaalan
Timothy Royer Timothy Royer
Profile icon Timothy Royer
View More author details

Table of Contents (24) Chapters

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Understanding case status

The case status field drives the case life cycle. This field allows you to see where the case is at a point in time.

The following screenshot shows the options for case status. These values can be customized for the business use case, as needed:

Graphical user interface, application  Description automatically generated

Figure 7.7: Case Status dropdown in the Details section of a case

As you can see in the preceding screenshot, there are four case status values, as follows:

  • New: The default status when a case is created.
  • Working: The case is being actively worked on.
  • Escalated: The case has been escalated to another department or a manager due to an issue not being resolved in a timely manner, or because of needing a different skillset to resolve the issue.
  • Closed: The case has been resolved.

Now that we have created the case and seen how case status works, let’s dig a little deeper into case escalation in the following section.

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