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Configuring a coaching tip
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Défi
Configuring a coaching tip
2 Tâches
15 mins
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
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Défi
Configuring a common phrase
2 Tâches
15 mins
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Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring a dashboard
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Défi
Configuring a dashboard
2 Tâches
30 mins
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Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though Cases are increasing, they are...
Configuring cascading approvals with an authority matrix
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Défi
Configuring cascading approvals with an authority matrix
3 Tâches
10 mins
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As the repair service grows, GoGoRoad stakeholders want to allow Territory Managers to submit new vendors as service providers for approval. If the...
Control the workflow based on business context
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Défi
Control the workflow based on business context
3 Tâches
10 mins
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When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...
Controlling the workflow based on a business context for BAs
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Défi
Controlling the workflow based on a business context for BAs
2 Tâches
15 mins
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When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...
Creating a child case
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Défi
Creating a child case
2 Tâches
10 mins
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InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request Case Type...
Creating a child Case for BAs
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Défi
Creating a child Case for BAs
8 Tâches
30 mins
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The Microjourney® for a GoGoRoad customer includes initiating the request for service, receiving the service, and for certain membership status...
Creating a composite tab
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Défi
Creating a composite tab
2 Tâches
5 mins
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As a customer service app administrator, you must create a new tab to display the transaction history and statement for a contact in a separate tab.
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Creating a custom business report
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Défi
Creating a custom business report
4 Tâches
15 mins
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Stakeholders would like to know the number of Cases that have been requested over the past month. You have been asked to define a report to track the...