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Rafael Gonzalez

Rafael Gonzalez

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Background: A new enhancement has been created in Salesforce related to the “Product Development” record type. This will allow support agents to generate bug tickets through Salesforce by creating case assignments, which will automatically generate an APP ticket in the corresponding Jira project for engineering teams to address.

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Step

Action

1

  • Front-Line agent receives an interaction in which a bug issue has been detected within the platform

2

  • Verify if there is any open Related-BUG Ticket by checking the following Dashboard (Click Here)

IF YES:

IF NOT:

3

  • Access the “List of Impacted Users”

(CLICK HERE)

  • Once you click the link, a New Browser Tab will open

    • This will show you a Folder named as “BUG-List of Impacted Users”

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  • Locate the Related Spreadsheet file based on the reported issue

    • Click on the existing file

(Example: If the BUG is related with users not being able to upload utility bills you should see a file named as “Unable to upload utility bill” or similar)

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  • This will send you to an online Excel spreadsheet

    • Fill out each field in the row with the corresponding Information so that the customer will be added in the list as an impacted user for that specific known & reported BUG

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Info

You must collect the following information:

  • Sales Rep/Installer Full Name

  • User’s Email Address

  • Organization

  • Engine Link

  • Reported Date

  • Finally: let the Customer know that there is a known issue reported and that you are adding their job in the case for review

  • Then, Stop

4

  • IF there is NO reported BUG yet

    • Agent will try to troubleshoot everything as possible prior elevating to the back office

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  • If the issue persists, Go to Step 5

    • If NOT: Then Stop

5

  • Locate the Installer’s Account in Salesforce

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6

  • From the upper right corner, click on “New Case”

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Add the following Fields:

  • Contact Name:

    • Customer’s Name

  • Case Source:

    • Phone, Email , or Chat

  • Primary Reason:

    • Development

  • Secondary Reason:

    • Bug

  • Case Description:

    • Detailed Explanation of the Issue and all the Steps you previously followed prior the case creation

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  • Then Click on “Save”

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Once the Case has been created

  • Once created; Check verify (by using the transfer skill) if Nathan Dubbs is available

    • IF YES: Unassign the cas case from yourself and assign it to (Nathan Dubbs)

  • Make sure to include in the comment all the steps you previously followed prior the case creation

Info

Only If the Bug Ticket Specialist is NOT available then please check if either Eric Suarez or Carl Mampay (Unlicensed) are available (by using the transfer skill)

  • IF YES: Unassign the case from yourself and assign it to one of them

  • Let the Customer know that an internal ticket has been created to resolve the issue

    • Provide the related Case number in Sales Force

    • As soon as the issue is resolved we will be contacting them back notifying about the resolution

  • Then Stop

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12

For Bug Ticket Specialist Only:

Action

  • Bug Ticket Specialist Agent will troubleshoot to resolve the issue

  • If the issue is resolved Notify the Sales Rep/Installer about the resolution and close the case

    • Then Stop

  • If the issue persists you will reach out to a Product Team member via Slack (Through the # Customer-Support Channel) providing a detailed content of steps followed during the troubleshooting

Info

Please make sure to tag into the post the correct Product Team member by using the following SOP as reference

13

  • Product Team will determine if the issue requires a Bug Ticket creation or not

IF Bug ticket is NOT required

  • Notify the Sales Rep/Installer about the resolution and close the case

IF Bug ticket IS required

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Step

Action

1

  • Bug Ticket Specialist will add a New “Impacted User’s Spreadsheet” in Sharepoint

Click on the following Link

  • Click on the “+New” Button

  • Then click on the template named as “Bug Ticket - List of Impacted Users”

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  • This will open a new browser tab with an Excel Spreadsheet

    • Close the tab and go back to the previous tab

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  • The new spreadsheet will be added as “Book.xlsx”

  • Click on the 3 dots next to it and select “Rename”

  • Name it as what the bug issue is (example: “Unable to generate a proposal”) or (“Error XXXX”)

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2

  • Then, From the existing Case you are currenly working on

    • Create a “Case Assignment”

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3

  • Select “Product Development”

    • Then click on “Next”

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4

  • Fill out the following information:

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  • Summary:

    • Provide a very brief description of the bug (I.E: “Proposal not sharing to downstream org”)

  • Description:

    • Describe the bug in more detail. Include the following information

  • What account is it happening on? One user or a single user?

  • Describe the bug and include details of what troubleshooting steps have already been taken.

  • What part of the job or workflow is affected?

  • Job URL/site link

  • Detail everything you attempted to de-bug.

  • Logged in as:

    • Your EB Email address

  • Steps to Reproduce:

    • Enter theexact steps to reproduce the bug.  Sometimes it is not always clear, but give the steps taken that you did to get the bug.

  • Actual Results:

    • Describe the Bug, (I.E: If sending a proposal fails, then enter “Proposal will not send”)

  • Expected Results:

    • Describe what should happen from the example above. (The expected result would be “Proposal email should send”)

  • List of Impacted Users:

  • Team:

    • Select the appropriate team according to the following article (Click Here)

  • Point of Contact:

    • Based on the selected team, type under “Point Of Contact” the Exact name of the PM Lead listed on the following article (Click Here)

  • Environment:

    • Make sure to select the “Environment” where the bug is happening. It is defaulted to Prod (engine) but change it from the default IF it happened on Onboard, Staging, etc

  • Click on Save

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