Salesforce
Your Focus Group Friends
Case Screen Sections
More Salesforce
Templates, Knowledge & Quick Texts Oh My!
100

This special processed american meat shares a name with some of the content Salesforce eliminates from our email queues.

What is SPAM?

100

Tell the group something interesting about yourself outside of work.

Tell the group something interesting about yourself outside of work.

100

Don't duplicate, but always try to match these things?

What are account & contact?

100

This status in the omni-channel will allow me to receive cases.

What is Available?

100

This template should be used when sending a standard rate quote reply.

What is Universal Rate Quote?

200

This button will help you access most applications currently outside of Salesforce.

What is Yellow Applications?

200

Talk about your pets

Talk about your pets

200

This button will allow you to view shipment details.

What is track shipment?

200

This is like Facebook for Salesforce.

What is Chatter?


200

This is where you can find information on processes that are specific to Salesforce.

Where is Knowledge?

300

This button will help make sure follow up is completed on cases requiring assistance from the terminal.

What is Snooze?

300

Favorite sporting team and why

Favorite sporting team and why

300

You can use this section to see all files & case comments.

What is Related List Quick Links?

300

This is the status a case will be in when a customer replies to our email.

What is customer waiting?

300

This is where I can find verbiages to use when filling out templates.

Where is quick texts?

400

When you are not trained to handle a specific case type you do this to make sure it gets to the right place.


What is transfer the case? 

400

What was the first car you ever owned?

What was the first car you ever owned?

400

You will never ever ever put a case into this status.

What is New?

400

This portion of the screen allows us to create personal notes, access applications and review history (among other things).

What is the Utility Bar?

400

This tab will allow me to look at all published knowledge articles even when I am not logged in or working a case.

What is Knowledge?

500

When we receive a case directly from one of our websites I can find the information in this panel.

What is the Details Panel?

500
What is your favorite feature of Salesforce as we are currently using it?

What is your favorite feature of Salesforce as we are currently using it?

500
This field held by the 'possessor' should never be manually changed.

What is case owner?

500
This type of case is created if the customer's reply is received greater than 48 hours after our reply was sent to them. 

What is a child case?

500

When replying to an email from the related view this is the only template that will show in my recently used templates.

What is Spanish Signature?