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Configuring Case locking
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Défi
Configuring Case locking
1 Tâche
10 mins
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At TGB, candidates applying for an open position are interviewed by three to six existing employees. Each interviewer can independently rate a...
Configuring Flow Action post-processing
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Défi
Configuring Flow Action post-processing
2 Tâches
20 mins
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Currently, the Candidate Case Type creates a candidate stakeholder to represent a job applicant and adds the candidate stakeholder to the Case at the...
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 customer verification
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Défi
Configuring customer verification
3 Tâches
15 mins
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The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been...
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...
Creating reports that combine data from multiple classes
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Défi
Creating reports that combine data from multiple classes
2 Tâches
30 mins
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The business partners in the Human Resources (HR) department request two reports.
The first report must track the progress of candidate Cases...
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 an Insight
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Défi
Creating an Insight
2 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...
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.
...