PAIN POINTS Whenever a new Account is created in Salesforce, Billing team has to create a new customer manually in Stripe. Whenever billing detail is changed at stripe, manually the details are transferred to Salesforce in custom fields of Account. A lot of manual work and scheduled data correction SOLUTION As mentioned in logical diagram, […]
1. Enable Case Deflection via Self Service Portal | Email2Case Channel » Drop in the number of Cases, decreases the support cost significantly. » In web2case, use standard deflection component: https://help.salesforce.com/s/articleView?id=sf.rss_case_deflection.htm&type=5 » Use auto-response rule to resolve frequently asked questions by embedding the solution/knowledge link in emails. » Use auto-response rule to resolve frequently asked […]
Migration Strategy Migrating to Salesforce Service Cloud from Zendesk requires a deep analysis, planning, and execution. The migration can be categorized into three different buckets and corresponding set of actions: » Service Process (Cloud) Migration Ticket management – different views, different layouts, searching capability, access control setup. Similar configuration as Zendesk but in Salesforce way. […]
