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Salesforce Service Cloud Overview

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Salesforce Service Cloud Overview NOTE: Generally Service agents works on Service Console. Service Cloud focuses on customer support and case management. Salesforce Service Cloud is a customer service and support platform built on the Salesforce Customer Success Platform.   Service Cloud enables service teams to manage cases, knowledge, and incidents collaboratively from a single AI-powered workspace. It supports omnichannel customer interactions across email, phone, chat, social media, and self-service portals. Key features include case management, knowledge management, service process automation, omnichannel routing, telephony integration, AI-powered recommendations, and service analytics.  Objects used in Service Cloud Case: The key object for managing customer support issues or requests. It stores information about customer inquiries, complaints, or incidents. Account: Represents companies or organizations that customers belong to. Acts as a parent record for Contacts an...
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Understanding Purchase Orders: Process, Types, and Real-Life Examples

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What is Purchase Order? A Purchase Order (PO) is a formal, legally binding document issued by the buyer to the seller , indicating the intention to purchase specific goods or services under agreed terms. It includes: Product/service details Quantities Prices Delivery date Payment terms Steps: 1. Requirement Identified The buyer identifies the need for certain goods/services. 2. Buyer Prepares a Purchase Order The buyer fills out a PO with: Items needed Quantities Prices (usually based on a prior Quote ) Shipping info Terms and conditions 3. Buyer Signs and Sends the PO to Seller The PO is signed (physically or digitally). It's sent via email, EDI (electronic data interchange), or procurement platform (e.g., SAP Ariba, Coupa). 4. Seller Reviews the PO The seller verifies the PO details. If everything looks good, the seller accepts the PO. NOTE: In many cases, the seller doesn’t need to physically sign — an email confirmation or acceptance in a system is sufficient. 5. PO Become...
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