Trial Org Set Up Workbook

Modified on Thu, 29 Sep 2022 at 12:17 PM

After you have reviewed your first case in Service Cloud, take a look at the Trial Org Workbook:

  • Quick start guide to setting up your trial, starting with Email Setup
  • Learn about all of the pre-built customizations in this trial
  • Walk through Case Management in Service Cloud
  • Learn the basics of process automation with Rules and Process Builder
  • Customize CSAT for your business

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