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CRT-101 · Question #186

Universal Containers is trying to improve the user experience when searching for the tight status on a case. The company currently has one support process that is used for all record types on cases…

The correct answer is C. Review which status choices are needed for each record type and create support processes for. Support Processes define which case status values are available for each record type, so creating separate support processes per record type is the correct way to show only relevant status values to service reps.

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Question

Universal Containers is trying to improve the user experience when searching for the tight status on a case. The company currently has one support process that is used for all record types on cases. The support process has 10 status values. Service reps say they never need more than five depending on what kind of case they are working on. How should the administrator improve on the current implementation?

Options

  • AReduce the number of case status values to five.
  • BCreate a Screen Flow that shows only the correct values for status and surface the flow in the
  • CReview which status choices are needed for each record type and create support processes for
  • DEdit the status choices directly on the record type.

How the community answered

(45 responses)
  • A
    4% (2)
  • B
    13% (6)
  • C
    76% (34)
  • D
    7% (3)

Why each option

Support Processes define which case status values are available for each record type, so creating separate support processes per record type is the correct way to show only relevant status values to service reps.

AReduce the number of case status values to five.

Reducing all case status values to five removes options globally, preventing record types that need more values from using them.

BCreate a Screen Flow that shows only the correct values for status and surface the flow in the

Building a Screen Flow to show filtered status values is an unnecessary workaround when Support Processes are the native, purpose-built solution for this scenario.

CReview which status choices are needed for each record type and create support processes forCorrect

Salesforce Support Processes act as containers for a subset of case status values and are assigned to individual record types. By reviewing which statuses each case type needs and creating dedicated support processes, the administrator can assign each record type only its relevant statuses, reducing noise and improving the rep experience without removing options for other case types.

DEdit the status choices directly on the record type.

Record types do not have a direct setting to edit status choices - status values are controlled by the Support Process assigned to the record type, not on the record type itself.

Concept tested: Support Processes per record type for case status

Source: https://help.salesforce.com/s/articleView?id=sf.customize_support_process.htm

Topics

#Case Management#Record Types#Support Processes#Picklist Management

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