The service agents at Universal Containers reported that it takes too long to find information related to contacts and accounts, such as Cases, Assets, Warranties, and Claims.
What should the consultant recommend to make the support process easier?
I'm just picturing a lone consultant, surrounded by a sea of cases, warranties, and claims, frantically searching for the right app. 'If only there was a 'Service Console' or something...'
I think creating a custom Case Lightning record page could also be a good option. It would allow the team to customize the layout and include the most important information upfront.
The Service Console app sounds like a great solution to streamline the support process. It would make it easier to access all the relevant information in one place.
The Service Console app sounds like a great solution to streamline the support process. It would make it easier to access all the relevant information in one place.
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