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Rafael Gonzalez

Rafael Gonzalez

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Background:

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Step

Action

1

  • Does a case exist for the current issue?

If YES:

  • Leave a note on the case with details of the interaction

  • Notify the case owner by @'ing them in the feed

  • STOP

If NO:

  • Proceed to step 2

2

Homeowner cases are only created under the contract

  • From the HO Account (1) the contract can be found either on the Related Quick List Links (2) or the Contracts section (3)

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3

  • From the contract record, click New Case

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4

  • Cases should always be created under the contract that pertains to the issue (most likely the active contract)

  • If the agent attempts to make a case on a contract that is either cancelled or pending cancellation, a warning panel will show up asking if this was the intended action.

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5

  • Populate the following fields

    • Contact Name

    • Customer Request Type = Primary Reason

    • Customer Request Subtype = Secondary Reason

    • Case Description

      • Be as detailed as possible about the nature of the case

      • Reason for contacting support

    • Associated Installer

    • Installer Contact Name

    • Case Source

  • Click Save

    • A new case is created under the customer’s contact record

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Expand
titleClick to view updated values
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6

  • Click on the case to open the case record

Info

A pop-up page with a clickable link appears when a new case is created.

  • Referral Reason = CA Primary Reason

  • Referral Subtype = CA Secondary Reason

New pop

Expand
titleClick to see the updated fields

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7

  • If applicable, upload any pertinent documents directly to the case by clicking on the ‘Related’ tab and uploading files or drag and drop

image-20240621-193944.png

8

  • The case record displays all of the information pertaining to the case, along with the date and time the case was created

Info

The case owner will automatically default to the agent that created the case.

image-20241028-172454.png

...

Step

Action

1

  • Does a case exist for the current issue?

If YES:

  • Leave a note on the case with details of the interaction

  • Notify the case owner by @'ing them in the feed

  • STOP

If NO:

  • Proceed to step 2

2

Installer cases can be created under the account OR the contact record.

Note

If creating under the account, the agent must populate the installer contact (1) on the case. In instances where the Sales Rep does not have a contact record, first create it under the Organization.

image-20241028-174325.png

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3

  • From the record, click New Case

image-20240605-013616.png

4

  • Populate the following fields

    • Contact Name (if created from the installer account)

    • Case Description

      • Be as detailed as possible about the nature of the case

      • Reason for contacting support

    • Customer Request Type = Primary Reason

    • Customer Request Subtype = Secondary Reason

  • Click Save

    • A new case is created under the customer’s contact record

image-20241028-172915.png

5

  • Click on the case to open the case record

image-20240605-014722.png

6

  • If applicable, upload any pertinent documents directly to the case by clicking on the ‘Related’ tab and uploading files or drag and drop

image-20240621-193944.png

7

  • The case record displays all of the information pertaining to the case, along with the date and time the case was created

Info

The case owner will automatically default to the agent that created the case.

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8

  • For installer cases that are related to a specific job in Engine

  • Navigate to the OPS phase of the job

  • Go to the milestone feed and leave a PRIVATE comment

    • Related Case (case number)

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...

Using the "Log Review" Feature:

Note

ONLY CASE OWNERS SHOULD BE UPDATING CASES BY USING THE “LOG REVIEW”

  • The “Log Review” Task has been designed to be used only by the agent or teams assigned to the actual case

IF you are NOT the Case Owner you can still use the chatter option if a follow-up is needed.

  • For example:

    • If you want to contact someone working on the case or leave a comment for a specific person, just use the "@" symbol followed by their name (@person).

    • But If you're the Case Owner and need to provide an update, you must log a review to update the "Last Modified" field for tracking purposes

Step

Action

1

Access the "Log Review" Button

  • Open a Homeowner Support or Installer Support case in Salesforce.

  • Locate the "Log Review" button at the top of the case page or under case actions.

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2

Launch the Log Review

  • A pop-up screen will appear to log the review.

  • The comments section will auto-populate with a text template for guidance:

    • Current Status:

      • Reason for update (e.g., status change, new information)

    • Pending Action Items:

      • Actions we are waiting for (e.g. Waiting for Omnidian to Reply)

    • Pending Action Owner:

      • Name of the Agent or Team responsible for the pending action (e.g. If the Pending Action Item is “Waiting for Omnidian to Reply” Then the Pending Action owner will be “Omnidian)

Info

You may fill out this template or overwrite it with your own review comments.

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3

Fill in the Comments field

  • Provide detailed and concise updates on the case’s current status.

  • Include any pending action items and their respective owners, if applicable

Info

Ensure your comments do not exceed 1000 characters:

  • If you try to save comments longer than 1000 characters, a validation message will appear, preventing you from proceeding until the comment is shortened.

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4

Save the Review

  • Once the comments are complete, click Save to log the review.

Info

An Activity/Task will be created and visible in the case feed or activity tab.

The task will have the following properties:

  1. Subject: Case Review

  2. Name: (Leave it Empty)

  3. Due Date: (Leave it Empty)

  4. Status: Completed

  5. Comments: Matches the input provided in the Comments field.

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  • The “Last Modified” Date on the case will be updated with the Same Date/Time that the activity was created

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  • Hidden fields are updated with the most recent review information

image-20241202-145809.png

Note

If another user logs a new review, the fields above will be overwritten with the new information. Revision history for these fields will not be enabled.

Note

You can continue using Chatter to follow up by tagging the person (@person)

  • The “Log Review” button lets users know the person responsible for resolving the case is regularly reviewing it

Possible Issues & Solutions

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