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Task 1 (CRM Functional Understanding)
Task 1 (CRM Functional Understanding)
1- Create a contact
2- Create a case and close it with proper resolution
3- Now create an account add contact created above as Primary contact.
4- Create a case against an account and close it with proper resolution.
Customization
<> Create a workflow that change default owner of case to "Customer Service"
- Create a queue of type Customer service
- Create a workflow
- Send Email to Customer service about case assigning.