What is the recommended way for Universal Containers to display a list of open cases, external system data, and knowledge articles in one view?

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The recommended approach for Universal Containers to display a list of open cases, external system data, and knowledge articles in a single view is to configure the Salesforce Console for Service, add Visualforce components, and activate the Knowledge sidebar.

Using the Salesforce Console for Service allows agents to work more efficiently by providing a unified interface tailored for handling customer cases. The console is designed to display multiple related records and components seamlessly, which enhances the workflow during case management.

By incorporating Visualforce components, Universal Containers can customize the layout and functionality further to meet specific needs, such as integrating external system data and enhancing the user experience. The addition of the Knowledge sidebar not only enables agents to access relevant knowledge articles quickly but also improves their ability to resolve cases effectively by having all necessary information readily visible.

This setup streamlines the process, keeps information consolidated within a single view, and maximizes the use of Salesforce's capabilities to improve service delivery, which aligns perfectly with the requirements of a service-focused organization.

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