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Processing "New Financing Products Form Request" Tickets

Processing "New Financing Products Form Request" Tickets

Owned by Rob
Last updated: Nov 26, 2024 by Sarah Jane Salvatierra
4 min read

Background: Support processes configuration requests to update configured financing options

With the new SalesForce-Jira Integration, all requests are now managed directly within Salesforce without manually creating the ticket in Jira

 

Process:

Step

Action

Step

Action

1

  • Create a Configuration Case in Salesforce

  • Primary Reason

    • Select Configuration

  • Secondary Reason:

    • Choose Per SOP

  • Description

    • Enter request details, which will automatically populate in the linked Jira ticket for tracking purposes

2

  • Attach any relevant documents

Use the “Related” tab on the case to upload documents associated with the request

3

  • Create a Case Assignment for Configuration

  • Fill in the following details:

    • Reporter:

      • Copy the requester's email from the form and paste it into the Reporter field

image-20241031-031812.png

  • Assignee and QA Assignee:

  • Epic Number:

  • Comments:

    • Include any Internal notes, which will appear as comment in the Jira Ticket

4

  • Verify configured Financing Eligibility in Salesforce

Log into salesforce to check:

  • Whether the organization is eligible for configured financing

  • Confirm that they are not Deboard within the next 30 days

 

 

5

  • If the request is New, Tag James Lee in an internal comment for approval

6

  • In the SS Ticket, Under “Needs Configuration” select Configured Finance and refresh the page

  • A new linked CS ticket will automaticaly be created under “Linked Issues”

7

  • Click on the Linked CS ticket in the CS ticket to ensure that Epic Link is set to “CS Installer Configurations”

8

  • Set components and Deadlines

  • Under “Components” enter the name of the organization requesting the update

  • Set the following deadlines:

    • Due Date: 3 business days out

    • Configuration Date: 2 business days out

    • QA Due Date: 3 business days out

9

  • Once the configuration work is completed, the configuration assignee will close the CS ticket

 

10

  • After the Case Assignment closes, agents can close the original case in Salesforce

Epic Numbers Reference:

  • CS Workflow/Milestone Requests CS-28903

    • This Epic is utilized for workflow or milestone changes that will come internally from EverBright employees.

  • CS Installer Configurations - CS-28900

    • This Epic is utilized for Installer Requests

  • CS Incentive Requests CS-28901

    • This epic is for tickets related to incentives

  • CS Milestone Payment Requests CS-28898

    • This epic is for tickets related to milestone payment configurations

  • CS Equipment Requests CS-28897

    • This epic is for any equipment configurations

  • CS Product Rule Requests CS-28902

    • This epic is for any tickets where a product rule is added or adjusted

  • CS Onboarding CS-28899

    • This epic is for onboarding (partner, installer, product, etc.) related requests

  • CS Document Requests CS-28904

    • This epic is for any tickets related to documents

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