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The email will be sent via as a Typeform. It should look something like this.
Make the reporter Jeff Horton (jhorton@swellenergy: Ahmad Murphy (amurphy@swellenergy.com).
Add as request participants skielas@swellenergy.com , amurphy@swellenergy.com, peter@swellenergy.com
Mark the ticket as a Company Specific Data Change
Mark the account manager (of the partner) on the SS ticket as a watcher (look on the QuickSight “Support Salesforce” dashboard
Provide the initial response
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The CS tick should contain:
Assignee = CS Team Member
QA Assignee = QA Team Member
Epic = Swell Configurations
Ticket Type = Int Fin
Component = Swell Financing
Instructions on how to make a linked CS ticket from Support are here.
3. Account is configured
Configure the product in the account according to the instructions here /wiki/spaces/CON/pages/909246594.
4. Once CS UAT is complete, Support will
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close the ticket.
Support team will receive notice that CS ticket is in UAT.Let Swell know the organization is ready to launch.done, and new workflow status will read “waiting for customer”
After 24 hours, if customer does not reach back out, Support will change SS ticket workflow from “waiting for customer” to “closed”