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You can also Clone the provided views to create a customize customized list view. Find more information on list views here: Salesforce - List View Walkthrough
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A Queue is used to assign a record to a bunch group of Users. Cases are assigned to a Queue when we know which team will be responsible for resolving the Case.
Digital Learning
Queue | Notes | IT/Tech Support | Systems & Data |
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Tier 1 Support | *Assign all requests to Digital Learning to this Queue—we will route to the correct team from there! | ||
IT/Tech Support | |||
Systems & Data |
Admin, Ops, & Programs
Queue | Queue Email |
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Academic Programs Queue | |
ELI Queue | |
Go Learn Queue | |
Lifelong Learning Queue | |
Operations | No Queue email - all members are notified |
Osher Institute Queue | |
ProEd Queue | |
Registration & Information Queue | |
Return to the U Queue | |
Youth Education Queue | |
Youth Protection Services Queue |
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This will assign you as the Case Owner in one click!
Info |
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If you see the Accept button at the top of a list view, you can select one or more cases and click Accept to assign you as the Case owner for all of them. |
Change Owner
Change Owner from List View
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Select the User or Queue to assign ownership
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Check box to send an email notification to new Case Owner.
[Activity Feed, including Chatter, exerpt]
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Activity Feed Walkthrough
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Find more information about the Activity Feed and Chatter here: [link] Salesforce - Activity and Chatter
Case Emails (Threading)
Close a Case
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