:Salesforce

Revision as of 22:11, 28 February 2018 by JP (talk | contribs) (Process Quick Reference)

Salesforce

Getting Started

(Under Construction)

SalesforceIcon.png

Routing: Omni-Channel

SF UI Overview7.png

Telephony: Shoretel/Mitel

SF Salesforce Infographic.png

Manuals

Instructions

Shoretel Server Status

Links and Resources

Process Quick Reference

1. Must use Chrome

2. Case must be created or updated for every customer interaction

3. Email must be sent to customer for every customer interaction

4. Case status must always be set to, "Pending"

5. If a customer calls in and asks to be transferred to another agent, tell them this, "We do not have the ability to transfer calls, but I can assist you with your case..." and deny the request

6. Must login to Shoretel ECC at beginning of every shift.

7. Must login to Omni-Channel and Salesforce at beginning of every shift.

8. Any issues that prevent you from logging cases or logging into any system must be reporting within an hour of the issue occurring. Failure to report a problem or issue will result in your PBC being negatively impacted.

9. Meetings and training must be scheduled and/or approved by management ahead of time.

Case Levels

Level 0

  • 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
  • 1 sent email interaction to customer

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