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Managing Entitlements and Milestones in Salesforce Service Cloud

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Duration

1h 10m

level

Intermediate

Course Creator

Adrien Sacco

Last Updated

01-May-23

Entitlements and Milestones are among the most powerful features in Salesforce Service Cloud. This course will teach you how you can leverage them to put in place strong SLA governance for your Service Cloud users.

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Enforcing SLAs in a Service Cloud organization can be complicated if you don’t use the proper toolset. In this course, Managing Entitlements and Milestones in Salesforce Service Cloud, you’ll learn to set up and manage SLAs right from inside of Service Cloud. First, you’ll explore the relationship between the Entitlements and Milestones Objects. Next, you’ll discover how to choose the proper Entitlement Model for your company. Finally, you’ll learn how to automate warnings and automated actions based on how your users behave regarding SLAs. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce Entitlements and Milestones needed to help your stakeholders have strong SLA governance, right from Salesforce Service Cloud.
Author Name: Adrien Sacco
Author Description:
Adrien Sacco is a Salesforce Certified Professional and Consultant, with 10+ years of experience implementing CRMs and Marketing Automation technology. He is extremely passionate in helping others learn what they need to succeed in their career.

Table of Contents

  • Course Overview
    1min
  • Introduction to Milestones and Entitlements
    24mins
  • Setting up an Entitlement Model
    22mins
  • Automating the Entitlement Processes
    21mins
  • Conclusion
    0mins

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Managing Entitlements and Milestones in Salesforce Service Cloud
Managing Entitlements and Milestones in Salesforce Service Cloud
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