Font size
WorksheetsSalesforce
Total questions: 15
Worksheet time: 6mins
What is the system that we use to capture all interactions with consumers and customers?
Website
Salesforce
This is one portion of Salesforce that allows you to search for any information that is stored in the system.
Case Details
Einstein / Global Search
Local Search
This dropdown will allow you to switch between views from Cases to Quick Cases, Knowledge Base, Dashboard etc.
Contact View
Case View
Overview
What name should we set into a contact if a consumer failed to provide their first and last name?
Guest Guest
Consumer Consumer
Customer Customer
Name Consumer
What are the 3 Case Record Types that we use in Home Fragrance?
RM Claim
Consumer Inquiry
Salesforce
Consumer Complaint
TRUE of FALSE: A case must be created for EVERY call.
FALSE
TRUE
We use this case record type when a consumer has a general question.
Consumer Complaint
Consumer Inquiry
Repair
The case record type that we use when the consumer has a problem with our product.
Consumer Complaint
RM Claim
Consumer Inquiry
What is the format of the subject that we use for our cases?
What - Why
What - Why - Who
What - Where
We are to use this status if we are waiting on our consumer's response or action.
Waiting on Internal Data
Waiting on Consumer
Pending
Open
TRUE or FALSE: Product Disposition should be entered on EVERY case.
TRUE
FALSE
TRUE or FALSE: Case Comment is a required field for closing a case.
FALSE
TRUE
2 types of OMS Order
Standard
Appeasement
Economy
OMS Item
We fill out this additional field in Case Product if we are to replace an out of stock item with a different item
RM Claim
Replacement Product
Related Cases
Quick Case
2 types of promotions.
Super Marketing
Marketing
Electronic
Ecomm
