Create a Process for Managing Support Cases: Complete Project
In this Salesforce Service Cloud project, we’ll walk you through how to streamline case management by building efficient processes that help your support team resolve customer issues faster.
✅ What you’ll learn in this tutorial:
How to create record types to manage different types of cases
How to set up business processes and support rules
Using case assignment rules to route cases automatically
Building validation rules to maintain clean, consistent data
How to boost productivity with automation and workflows
This project is perfect for Salesforce Admins who want to improve their customer support process and prepare for the Salesforce Administrator Certification.
📚 Based on the Trailhead project:
tinyurl.com/5977d6y9
👉 Don’t forget to like, subscribe, and comment if you found this helpful. More Salesforce tutorials and certification prep guides are coming soon from The Declarative Academy!
#Salesforce #ServiceCloud #CaseManagement #SalesforceAdmin #Trailhead #DeclarativeAcademy