Transcription of Salesforce - ServiceNet
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Salesforce - ServiceNet
Salesforce - ServiceNet Purpose The participant will be able to utilize the ServiceNet system in Salesforce to submit service requests to the Home Office. Section Topics Introduction .. 2 Benefits of ServiceNet .. 2 Accessing ServiceNet in Salesforce .. 2 Viewing Past Requests .. 3 Creating a ServiceNet Ticket .. 4 Marketing Reimbursement Templates .. 5 Create New View .. 9 Mass 10 Salesforce - ServiceNet For Broker-Dealer Use Only 2 Rev. Introduction ServiceNet is an online request and tracking system that provides the ability to submit service requests directly to the Home Office. Requests are submitted via ServiceNet and then assigned internally to the designated department. Benefits of ServiceNet Free service Reduced hold times by eliminating calls to the Home Office Provides Home Office accountability by enabling direct correspondence with the person/department assigned to the request Email notifications through My Notifications alert you of status changes on your requests Issues are resolved quickly 24/7 access to submit issues and view/track progress YOU control status of requests by marking it complete Accessing ServiceNet in Salesforce To access ServiceNet in Salesforce : 1.
Salesforce - ServiceNet Purpose The participant will be able to utilize the ServiceNet system in Salesforce to submit service requests to the
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