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AP-226 · Question #182

The consultant should set up "Edit the Case page layout to embed the Contact Details component on the Case page." This is the most efficient approach to streamline the agents' workflow and eliminate…

The correct answer is A. A Use Case Assignment rules to check for keywords in the subject or description and assign the. To improve the response times for cases logged via the Contact Support form on Ursa Major Solar's Experience Cloud site, it is recommended to implement Case Assignment Rules. By using Case Assignment Rules to check for specific keywords in the subject or description fields…

Case Management and Omni-Channel Routing

Question

The consultant should set up "Edit the Case page layout to embed the Contact Details component on the Case page." This is the most efficient approach to streamline the agents' workflow and eliminate unnecessary navigation. Ursa Major Solar has a Contact Support form with fields for the Subject and Description on its Experience Cloud site, that its customers can fill out to log a case. However, customers are experiencing long response times, because the case is often transferred to a different department before it can be answered. Which changes to the Contact Support form process should a consultant suggest to improve the response times?

Options

  • AA Use Case Assignment rules to check for keywords in the subject or description and assign the
  • BUse a record-triggered flow to detect keywords and assign the case to a specialist queue that
  • CAdd the Type field to the assigned Global Action as required, and then use a record biggest for to

How the community answered

(57 responses)
  • A
    79% (45)
  • B
    7% (4)
  • C
    14% (8)

Explanation

To improve the response times for cases logged via the Contact Support form on Ursa Major Solar's Experience Cloud site, it is recommended to implement Case Assignment Rules. By using Case Assignment Rules to check for specific keywords in the subject or description fields, cases can be automatically assigned to the appropriate specialist queue based on the detected keywords. This targeted assignment ensures that cases are handled by the most suitable department from the outset, reducing the need for transfers and thereby improving response times. This approach leverages Salesforce's built-in functionality to efficiently route cases based on content, which can be set up and maintained with minimal technical overhead.

Topics

#case assignment rules#keyword routing#department routing#Experience Cloud

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