:Salesforce Quick Reference

Revision as of 16:51, 21 December 2017 by JP (talk | contribs) (Created page with "=Salesforce Quick Reference= ==Case Status== Always change this field first. ;-None- :Case is available to all agents. Same as Open ;On Hold :Not in use, yet. ;Escalated...")

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Salesforce Quick Reference

Case Status

Always change this field first.

-None-
Case is available to all agents. Same as Open
On Hold
Not in use, yet.
Escalated
Not in use, yet.
Open
Case is available to all agents. Any agent able and willing to take the case, may do so, and assign the case to themselves
Pending
Email to customer has been sent, case has been opened, and we are waiting for a response from customer.
Resolved
Issue resolve, no further action needed.
New
Case is available to all agents. Same as Open