:Salesforce Quick Reference

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Salesforce Quick Reference

Case Status

Always change this field first.

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-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
Pending RMA Approval
Case is pending manager approval for a RMA
RMA Approved
Manager has approved RMA

Auto-Close

Cases with a status of, "Pending" will auto close and status will change to, "Auto-Closed" after 3 days of inactivity.

Case Owner

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The following case owners are Queues, and if a case is assigned to any of the below, the case is available for any agent to take ownership of:

  • All DNA TS Agents
  • Alpha Queue
  • Dealer Queue
  • Internal Queue
  • LeChange Queue
  • New Case Queue
  • Voicemail Queue

The following queues are currently not in use or off limits for Dahua Technical Support:

  • Leads Queue
  • Honeywell Queue (Except Michael's Team)
  • Alpha Queue (Except Alpha Team)

Email Policy

No emails are to be sent to any outside customer, or Dahua Sales staff via Outlook or Office.com. All correspondence must be sent through Salesforce. No exceptions. Customer should be sent an email for every case. Outbound email should always be changed to, "Support.USA@Global.Dahuatech.com" or the email that corresponds to the queue that case originally came from.

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Case Level

Case level is an indication of the level of difficulty based on certain criteria:

Level 0

  • Pre-Sales / AFK
  • Caller doesn’t own a system yet
  • Caller is away from system, and we are unable to troubleshoot

Level 1

  • Do not require a remote login
  • Can be resolved in 20 minutes or less

Level 2

  • Requires a call back
  • Requires Remote Desktop
  • Requires monitoring to assess if issue was resolved
  • Requires hands on testing
  • Second time customer has called in about this issue

Level 3

  • Requires R&D input
  • Third or more attempt by customer to get issue resolved
  • Issue has been unresolved for 7 days or more

Phone Numbers

Number Purpose Extension
(877) 606-1590 Main Technical Support Line x4640
(866) 302-6735 Dealer Support Line x8339
(877) 609-1936 Alpha Support Line x5545
(800) 883-4120 LeChange(Retail) TBD

Email Addresses

Email Queue
support.usa@global.dahuatech.com Main Technical Support Queue
dealersupport.usa@global.dahuatech.com Dealer Queue
alphasupport.usa@global.dahuatech.com Alpha Queue
support.usa@lechange.com LeChange(Retail) Queue
support1.usa@global.dahuatech.com Voicemail Queue
InternalSupport.USA@global.dahuatech.com Internal Queue

Omni-Channel

Omni Channel is a Salesforce feature that will dynamically route open cases to agents in the appropriate queue.

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Available for Cases - Open cases will dynamically be presented to you. Clicking, "Accept" will change owner of that case.

Unavailable for Cases - Cases will not be routed to your inbox.

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Shoretel Plugin

Click "Update" to Save the Details of each Call

After each call is completed, before handling another call, click the “DONE” button in the CTI widget. This ensures that the details of the call are properly recorded in the application.

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If the caller exists in the sytem, their information will pop up automatically.

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If you scroll down to, "Activity History" you will see all the open tickets for this contact.

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