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Prepare Your Org for Manufacturing Service | Service Console for Manufacturing Cloud Admin Essential
#salesforce
#trailhead
#salestraining
#salesforcetrailhead
Service Console for Manufacturing Cloud Admin Essentials: https://www.youtube.com/playlist?list=PLqIjn-zAqU7Iu47WNzVU71rC2WS6hc9UA
Prepare Your Org for Manufacturing Service: https://trailhead.salesforce.com/content/learn/modules/service-console-for-manufacturing-cloud-admin-essentials/prepare-your-org-for-manufacturing-service
The predefined Identity Verification flow in Manufacturing Cloud helps agents with both scenarios. For unauthenticated users, agents can search by name, phone number, or other such criteria first. Then, for both registered and unregistered users, the service agent can verify the caller’s identity by confirming basic details to avoid fraud and maintain trust. When the identity is confirmed, the Engagement Interaction record is updated with the reason of the call, the name of the attendee, and other details.
Contextualization
After the identity of a caller is successfully verified, the agent is automatically redirected to the caller’s Contact page (refashioned for Manufacturing Cloud for Service) in the console. Here, the Timeline component shows all past, current, and upcoming interactions in a chronological view. The Cases, Orders, and Assets related lists give agents a quick view of all related records so they can have contextual conversations.
Видео Prepare Your Org for Manufacturing Service | Service Console for Manufacturing Cloud Admin Essential канала Saurabh Infotech Solutions
#trailhead
#salestraining
#salesforcetrailhead
Service Console for Manufacturing Cloud Admin Essentials: https://www.youtube.com/playlist?list=PLqIjn-zAqU7Iu47WNzVU71rC2WS6hc9UA
Prepare Your Org for Manufacturing Service: https://trailhead.salesforce.com/content/learn/modules/service-console-for-manufacturing-cloud-admin-essentials/prepare-your-org-for-manufacturing-service
The predefined Identity Verification flow in Manufacturing Cloud helps agents with both scenarios. For unauthenticated users, agents can search by name, phone number, or other such criteria first. Then, for both registered and unregistered users, the service agent can verify the caller’s identity by confirming basic details to avoid fraud and maintain trust. When the identity is confirmed, the Engagement Interaction record is updated with the reason of the call, the name of the attendee, and other details.
Contextualization
After the identity of a caller is successfully verified, the agent is automatically redirected to the caller’s Contact page (refashioned for Manufacturing Cloud for Service) in the console. Here, the Timeline component shows all past, current, and upcoming interactions in a chronological view. The Cases, Orders, and Assets related lists give agents a quick view of all related records so they can have contextual conversations.
Видео Prepare Your Org for Manufacturing Service | Service Console for Manufacturing Cloud Admin Essential канала Saurabh Infotech Solutions
Service Console for Manufacturing Cloud Admin Essentials Learn About the Service Console for Manufacturing Prepare Your Org for Manufacturing Service Explore Service Components Customize the Service Console for Manufacturing salesforce manufacturing cloud sales agreements and forecasting in manufacturing cloud get started with sales agreements approve and activate a sales agreement manufacturing cloud
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28 марта 2023 г. 19:45:01
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