Salesforce Online Training NareshIT

Case management in salesforce a) Case management in salesforce is a tool that allows salespeople to track, manage, and follow up on leads and sales opportunities. b) When a lead comes into your company, it is assigned a case number. Salespeople then create notes in the case management system to communicate with the prospect. c) The system also keeps track of the status of each opportunity. If the opportunity closes, the salesperson can use case management to keep track of what was done and who should be credited for the work. d) It also allows you to create custom fields to track additional information about the lead or the opportunity. e) You can set up triggers in the system to automatically send emails to a salesperson when certain actions are taken in the system. For example, you can set up a trigger so that every time a new lead is created, an email is automatically sent to the sales rep. This will help the rep stay on top of his or her pipeline. https://nareshit.com/salesforce-online-training/ https://nareshit.com/salesforce-online-training/