Industries

How do you create a case quickly against a account? Create a quick action on the Account record. Choose create record option, and choose Case. Specify a record type, do not select confirmation if speed is a focus. Also consider prepopulating fields, even when its available on the layout, so users can override if needed. When using industries, consider creating the action on an action deployment. Consider creating specific actions if required....

Please note this document is work in progress; am updating as and when I get time tl;dr These are the notes from a recent implementation of Service Cloud Voice. Integrating Genesys telephony to an org implementing Industries Finance Cloud. The implementation used Genesys Cloud CX to integrate telephony to Salesforce via Omni Channel. Introduction Integrating a telephony system with Salesforce’s Service Cloud can significantly improve the agent experience and customer service quality....