Hey Team 👋, Tonight’s session is going to be 🔥 as we’ll be reviewing the Case Management Project Assignment together! ✅ We’ll be going through each part of the project: - Email-to-Case setup (even if it was your first time trying!) - Auto-Response Rules - Case Assignment Rules - Escalation Rules - Support Process + Record Type…and more! 💬 We’ll look at submissions, correct mistakes, teach the RIGHT way to configure each part, and break it all down like pros. 🎯 Whether you completed the assignment or not, you MUST attend — this session is packed with real-world Salesforce concepts and hands-on learning that can elevate your Admin skills fast. 🧠 This is where understanding locks in. Don’t skip it. 🔔 Be ready. Be early. Bring your notes, have your dev irgs ready to demo See you at 8PM UK Time sharp! #salesforceadmin #casemanagement #pathwaytosalesforce #admintraining #assignmentreview #dontmissout

Real-World Case Management Setup – For Your CV & Portfolio! 🚨 No class tonight – use this time wisely to work on this medium-difficulty project! Hey team 👋, Since we won’t be having a live class tonight, I’m assigning you a practical project that simulates how real companies in the UK use Salesforce to handle customer support. 🔧 Your Mission: Set up a full Case Management system for a fictional support team at British Gas, a well-known UK utility company that uses Salesforce to manage customer queries and complaints. 🔍 Business Scenario: British Gas has been receiving hundreds of customer complaints and support queries daily. They want to automate and streamline how cases are created, assigned, responded to, and escalated using Salesforce. Your role as the Salesforce Admin is to configure their Case Management system in Salesforce to meet the following requirements. ✅ Project Requirements: 1.Create a Support Process & Record Type - Create a Support Process called “Customer Complaints” - Create a Record Type for Cases called “Billing Complaints” - Link the record type to the support process and assign it to relevant profiles (e.g., Support User profile) 2. Auto-Response Rule - Set up an Auto-Response Rule that sends a confirmation email when a new case is created - Example: When a case is logged with a subject containing “Billing Error”, send a message saying:“Thanks for contacting British Gas. A member of our support team will contact you within 24 hours.” 3.Assignment Rules - Set up a Case Assignment Rule that assigns cases automatically to the right queue or user - Example: If Subject = “Gas Leak”, assign it to Emergency Response Queue - If Priority = High, assign it to Senior Support Rep 4.Escalation Rules - Configure Escalation Rules to automatically escalate high-priority unresolved cases after 2 working days - When escalated, reassign to a Supervisor queue and add an alert email to the manager 5.Email-to-Case (Independent Research Task)

We’re so excited to have you join this vibrant, supportive space where aspiring professionals transition into tech and master Salesforce! 🌟 This is your opportunity to grow, connect, and achieve your career dreams. Together, we’ll turn goals into reality; one step at a time. 🚀 𝐍𝐄𝐗𝐓 𝐒𝐓𝐄𝐏𝐒: 𝐖𝐇𝐀𝐓 𝐓𝐎 𝐃𝐎 𝐅𝐈𝐑𝐒𝐓 🔥 1️⃣ Introduce Yourself by Replying to This Post 💬 - Share your name, where you’re from, and what excites you most about getting into tech. - Add a fun fact about yourself to help us get to know you better. 🔥 𝐈𝐌𝐏𝐎𝐑𝐓𝐀𝐍𝐓: 𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐨𝐮𝐫 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐭𝐲 𝐚𝐩𝐩 𝐧𝐨𝐰 𝐭𝐨 𝐬𝐭𝐚𝐲 𝐜𝐨𝐧𝐧𝐞𝐜𝐭𝐞𝐝, 𝐞𝐧𝐠𝐚𝐠𝐞, 𝐜𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐞 𝐚𝐧𝐝 𝐠𝐫𝐨𝐰 𝐰𝐢𝐭𝐡 𝐮𝐬 𝐚𝐧𝐲𝐰𝐡𝐞𝐫𝐞 𝐚𝐧𝐝 𝐞𝐯𝐞𝐫𝐲𝐰𝐡𝐞𝐫𝐞 𝐭𝐡𝐢𝐬 𝐢𝐬 𝐦𝐚𝐧𝐝𝐚𝐭𝐨𝐫𝐲 𝐭𝐨 𝐡𝐚𝐯𝐞 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐰𝐢𝐭𝐡 𝐮𝐬! 📲𝐈𝐩𝐡𝐨𝐧𝐞: Get the iOS app here. 📲𝐀𝐧𝐝𝐫𝐨𝐢𝐝: Get the Android app here. 2️⃣ Head Over to the CLASSROOM in the navigation menu and Watch the “START HERE” Course 🎥 - This quick course gives you a full overview of how to use the platform, engage with the community, and make the most out of your tech journey. Pro Tip💡: Make the Most of the Community 🌟 The more you engage, whether it’s replying to posts, making post, participating in discussions, or completing lessons, the faster you’ll level up and unlock exciting rewards! 💼🎖️