Authorizations allow customer service agents to manage service level agreements (SLAs) with customers or manage internal events. 2. Create an authorization process to implement a standard support process to keep your agents on track and organization by running the same workflows with after-sales service requests. Authorization Models There are three types of authorization templates available in Salesforce to provide support to different types of customers. Salesforce administrators can report permissions and service levels administrators can create custom reporting types to set reporting criteria that allow users to create and execute reports on authorizations and service contracts. Authorizations are customer support units in Salesforce, z.B. “Phone support” or “Websupport.” They are generally used to present terms in service agreements. 3. Milestone steps are necessary steps in the support process, and these are the metrics that represent the levels of service that provide each of your customers.
Examples of milestones are First Response and Resolution Times in cases. For the ease of use of business users, we can write reports on claims and service contracts. For effective case-solving and time management monitoring for the support system. As the name suggests, permissions can indicate the type and amount of assistance your customers are entitled to. In other words, what special benefits do they get as a customer? Privilege management features include the following features that allow you to provide your customers with the right levels of service: Salesforce.com,14 Of login.salesforce.com/help/pdfs/en/salesforce_entitlements_implementation_guide.pdf Salesforce`s Entitlements, agents let you know immediately if customers are eligible for support, connect customers with the appropriate level of service, and manage service fees more effectively. By creating service schedules for requests, agents and managers can easily track progress through service milestones to ensure service level agreements are met.