Accounts
10025137|1140|01|00 is an account for which division
CBG US
Name something that is REQUIRED on a New Contact.
Last Name, Email & Role
Who can transfer ownership of a case that is assigned to a CSR?
Only the CSR it is assigned to.
If I have completed everything on a case, what status will I use?
Solved
Who should submit a SFDC (help) ticket in Salesforce?
Leadership
10006542|1060|01|00 is an account for which division
CBG Canada
What information do we want to add to a contact that is NOT required?
First Name, Phone #
I just created a remake in SAP what order # do I use in Salesforce to link it?
The original #
If I am waiting for a response from the plant or a dealer what status will I put the case in?
Pending Update
Do I want to add my notes to Salesforce or SAP?
SAP
Where do you find the cost factor letter?
Account/ Account Related Document
What unique item must each contact have?
Email address
When working a case where do I want to enter the product information in Salesforce?
You don't
If a case is in "UPDATED" status what does that mean?
We have received a response to an email
Where do I want to attach a file? Salesforce or SAP?
Salesforce
10170604/1140/05 is an account for which division?
Levolor Commercial
What is chat called in Salesforce?
Omni-channel
What do you need to pull up in Salesforce to see the notes from SAP?
The order
Where in a case do I see the details of an email that has been sent?
Feed/ Email