Step By Step
Assignee Notification |
• As defined previously, David assigned an Originator |
and Notified user to the Customer Request and the rules will assign the Approver and the Processor Users or Group of Users. These different assignees are the persons that |
are in charge of part of the Customer Request. |
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• The person in charge is notified by an email. A notification flow sends an email to the appropriate assignee to inform him/her that the status was changed and that further |
• These |
notifications are meant for users who need to take action on the Customer Request. Other users can always consult the Customer Request or the Reports if they need information on a Customer Request. • Well Done John! The Customer Request has been |
Approved and a notification has been sent to the Processor (Laurie |
based on the GBU Rules) to inform |
her that |
she needs act on it. |
Processor notification |
•In order to get to the Customer Request page, Laurie can either find the Customer Request on the Case object or simply click on the Customer Request link in the notification email. |
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When there is any notification goes to customer from the customer request, add the 'Account Name' in the Subject title of all Customer Request e-mails as below.
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Providing an answer to the Customer Request |
•The person responsible for processing the Customer Request will provide the Answer/Solution to the Customer Request in the |
Customer Response Section using the following fields: - |
Completed Date: Date that the Answer/Solution is populated on the Customer Request. - |
Customer Response Proposal: Free text box to provide the full Answer/Solution to the Customer Request. -Customer Response Proposal Details: Free text box to provide more details on the Answer/Solution to the Customer Request => New Winter 17' Release -Time Spent: Time spent (in hours) on the Customer Request Answer/Solution. The fact that it is measured in hours can be found on the help text. |
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•Once the |
Completed Date and |
Customer Responses fields are populated by Laurie, the status is automatically changed from “Approved” to “ |
Completed”. |
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Mandatory Fields |
•In order to go from the Status “Approved” to “Resolved”, the following fields have to be populated:
•If these fields are not populated, the user will not be able to update the Status. •On the other hand, as seen in the previous slide, if both fields are populated, the Status will automatically change from “Approved” to “Resolved” once the Customer Request is saved. |
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