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:SF Update
Contents
Salesforce Dev Log
Salesforce Links
- My Notes: https://developer.salesforce.com/page/The_%22My_Notes%22_Console_Footer_Component
- Case Merge: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qE4TEAU
- Astrea Case Merge: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EouGRUAZ
- https://appexchange.salesforce.com/servlet/servlet.FileDownload?file=00P3A00000Y1nTIUAZ
- Email to Lead: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016cRqEAI
- Reporting and Queues: https://salesforce.stackexchange.com/questions/175895/how-can-i-create-report-on-queues-and-queue-members
- Email to Lead 2: https://automationchampion.com/2014/03/27/email-to-lead-with-help-of-visual-workflow/
- Object Converter: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JeOiEAK
Week 2
Pending
- Add Shoretel ECC to Lowerbar
- Redo Queues, add TCs, ensure agents are all in the correct queues, test after Eric applies changes
- Create Task from inbound E2C Leads Queue
- Create FTP for Jacky on DahuaWiki
Complete
- Distribute AnyDesk to staff
- Added, "Video Intercom" to Case Custom Field, "Problem Type"
- Add, "Notes" to bottom bar
- Unable to, "Reply" to emails. Case 8563 and 8622 -Tha
- Alex unable to send emails
- Maddi not in VM Queue
- Correct Permissions for Merge Case App
- Fix Sales IVR routing
- Fix French Queue VM routing
- Michael unable to see OmniChannel Supervisor
- Add Tha to Call Center, "ShoreTel for Salesforce v5.3"
- Perla needs Service Cloud User, added
- Alex needs Service Cloud User, added
- Added Email-2-Case account, "InternalSupport.USA@global.dahuatech.com"
- Add, "support.usa@lechange.com" to Production
- Alpha VMs not attaching Recording
- Created, "Internal Queue"
- Renamed, "Sales Queue" to "Leads Queue"
- Routing Configurations
- Added, "French Routing"
- Added, "Alpha Routing"
- Added, "New Case Queue Routing"
- Added, "Dealer Routing"
- Added, "LeChange Routing"
- Added, "Voicemail Routing"
- Added, "Honeywell Routing"
- Added, "Sales Routing"
- Added, "All DNA TS Routing"
- Added, "RMA Routing"
- Added Routing Configuration to the following Queues:
- All_DNA_TS_Agents
- Alpha Queue
- Dealer Queue
- French Queue
- Honeywell Queue
- LeChange Queue
- New Case Queue
- RMA Queue
- Sales Queue
- Voicemail Queue
- Added Case Custom Field, "Case Level"
- Added French Queue
- Added, "Omni Channel Supervisor" to, "NA - Standard User" Profile
- Modified, "DNA Tech Support" Case Layout to include, "Case Level"
- Created, Predefined Case Team, "DNA Call Center"
- Created, Predefined Case Team, "DNA TV"
- Reconfigured Sales Queue to No Agents, Perla only.
- Changed "Sales Queue" to "Leads Queue"
- Created Internal Queue
- Modified Case Field, "Type" to no longer be required and hidden in DNA Case View.
- Edited, "Case Team Member Role" Standard User to Case, "Read/Write" level
- Added Remote Site -DNA_DahuaWiki
- Added Remote Site -DNA_LearnDahua
- Added Remote Site -DNA_Dahua_Work
- Added Remote Site -DNA_Dahua_Work2
- Added Remote Site -DNA_Dahua_Work3
- Added Remote Site -DNA_Dahua_Work4
- Confirm Alex's account, and add to queues
- Look into Maddi's account and why it cannot see cases or queues
- Added Madeline to New Case Queue, and All DNA TS Agents Queue
Previous Weeks
Complete: Week 1
- Deactivated all accounts in Desk.com
- Removed all email routing into, and out of Desk.com
- Rerouted all email accounts into Salesforce
- Create Outbound Change Set, "DNA New Queues"
- Create Sales Queue
- Create Honeywell Queue
- Delete LiveAgent Queue
- Delete Group 1 Queue
- Delete Group 2 Queue
- Delete Group 3 Queue
- Remove Serial Tracker Icons
- Remove Dahua Wiki Icons
- Remove Submit
- Remove Reassign
- Rerouted inbound E2C support.usa@global.dahuatech.com from Queue, "All DNA Tech Support" to "New Case Queue"
- added LeChange Queue
- added Honeywell Queue
- Added, "RMA Queue"
-Modified Routing Configuration, "New Case Queue" increased Push Time to 30 seconds
- Added Madeline to CallCenter
- Added, "rma.usa@global.dahuatech.com" Email2Case -NEED ACTIVATION
- Added, "sales.usa@global.dahuatech.com" Email2Case -NEED ACTIVATION
- Updated, "DNA VoicemailRouting" Workflow
- Added "support.usa@lechange.com" to Email-to-Case in Sandbox
- Added, "DNA Honeywell Queue" workflow
Bug Hunt
- William Valencia can't change case owner:
- 4117
- 4044
- 4132
- 4133
- 4134
- 4135
- 4136
- 4137
- 8325
- 4115
- 4117
- 4130
- 4133
- 4134
- 4135
- 4136
- Tha Duong cases getting stolen by System Admin:
- 4141
- 4110
- 4112
- 4107
- 4092
- Status = Resolved, Owner Changing to Voicemail Queue
