:Salesforce Escalation Process

Revision as of 19:07, 17 April 2018 by JP (talk | contribs)

Escalation Process

Description

This article will show you when to escalate a call, and how to do so.

Prerequisites

  • A Salesforce account

Step by Step Instructions

1. Change case status to, "Escalated".

ShoretelLogACall1.png

2. Change, "Case Owner" to "JP Wenger" or your supervisor.

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Case will be reviewed within 24 hours, updated, and reassigned, or updated with instructions.

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