View Employee
Provided Employee List Views
List View | Filter Criteria | Purpose |
|---|---|---|
{Support Team Name} Unassigned |
| Show Cases that have not been assigned to an individual Owner. |
{Support Team Name} (Open) |
| Show my team’s Open Cases in any Status. |
{Support Team Name} (Closed) |
| Show my team’s Closed Cases. Used to search prior Cases. |
You can always Clone the provided views to create a customized list view. Find more information on list views here: Salesforce - List View Walkthrough
Task Queues
A Queue is used to assign a record to a group of Users. Tasks can be assigned to a Queue and someone in that Queue can complete the Task.
Queue | Queue Email |
|---|---|
AV & Tech Support | |
Finance | No Queue email - all members are notified |
HR | No Queue email - all members are notified |
Operations | No Queue email - all members are notified |
Systems & Data |