Accessing Support Dashboards in Salesforce

Background: Dashboards have been created to organize open cases specific to each agent. The dashboards also contain a count of all open cases for the support team. Dashboard links open up case details when clicked.

Step	Process	Reference

Step	Process	Reference
1	Access the App Launcher Click the view all button to open all Salesforce Apps
2	Click on the dashboards icon
3	Click on Cases and Case Assignments Dashboard
4	The dashboard displays the agent’s workload as well as the Support team’s open cases Note - hovering over the graphs will display more information about the data represented in the graph. Data points are clickable and will expand the details for each case type.
5	Pin the dashboard to the top by clicking the down carrot on the dashboard tab and selecting ‘Pin Tab’
6	NOTE: the dashboard is not automatically updated. The agent will need to click the Refresh tab in the upper right-hand corner to see the most up to date version.

Installer Knowledge Base

Accessing Support Dashboards in Salesforce

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