:Salesforce Escalation Process

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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.

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