Difference between revisions of ":Salesforce Escalation Process"

 
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1. Change case status to, "Escalated".
 
1. Change case status to, "Escalated".
  
[[File:ShoretelLogACall1.png|800x800px]]
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[[File:Escalate_Case1.png|800x800px]]
  
 
2. Change, "Case Owner" to "JP Wenger" or your supervisor.
 
2. Change, "Case Owner" to "JP Wenger" or your supervisor.
  
[[File:ShoretelLogACall2.png|800x800px]]
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[[File:Escalate_Case2.png|800x800px]]
  
Case will be reviewed within 48 hours, updated, and reassigned to the requester. Agent will then email customer letting them know that the RMA has been approved.
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Case will be reviewed within 24 hours, updated, and reassigned, or updated with instructions.

Latest revision as of 19:08, 17 April 2018

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".

Escalate Case1.png

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

Escalate Case2.png

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