:Internal Only/Process

Policy & Procedure

EMERGENCY

• System Down Emergency Process

Salesforce Overview

• Employee Termination Handover Process
• Quick Reference

• Login and Basic Setup

• UI Interface Map

• How to create a new contact

• How to create a new case

• How to Add a Product

• Omni Channel

• ECC Toolbar

Salesforce Process

• Escalation Process
• RMA Process
• How to Use Email Templates
• Password Reset Process
• RMA Process

Quality Control

• Escalation Checklist
• Customer Satisfaction Survey