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Working on 'Automating Case Management' on Trailhead's Service Cloud Module - need help with escalation rule
Would like to learn how to generate escalation rule that triggers 30 minutes after the case is opened. Need some guidance. Is there a walk through or a sample example that I can look at and then learn?
Thanks for your help in advance.
Regards,
Munira
Thanks for your help in advance.
Regards,
Munira
Create an assignment rule with the name ‘Assign Booyah’ to route cases to that queue
The assignment rule should route cases where the Description contains ‘Booyah’.
Add an escalation rule with the name ‘Booyah’ to escalate cases.
The escalation rule should escalate cases not closed after 30 minutes, based on when the case is created, and should use business hours specified on the case.
Please let us know if this will help you
Thanks
Amit Chaudhary
All Answers
Create a Case Queue
Let’s say that you’ve got a team of support agents who need to manage a shared workload of cases for Platinum Support—your company’s premier support level. These cases are from customers who pay big money to get the best service. To help your agents locate and work off this list of important cases from high-priority customers, we’ll create a queue.
1) From Setup, click Manage Users | Queues and then click New.
2) Type a Label and Name for the queue, such as Platinum Support.
3) If you want the support agents included in the queue to receive an email when a new case arrives, leave Queue Email blank. Otherwise, type an email address to notify a person or persons with the email address when each new case arrives.
4) Add Case to Selected Objects.
5) Add members, including yourself, to the queue and click Save.
Now that the queue is created, let’s check it out as if we were support agents. We can get there with a few clicks.
6) Click the Cases tab.
7) From the list, choose Platinum Support and click Go!
Here’s the queue, which is empty at this time.
Add an Assignment Rule
1) From Setup, click Cases | Assignment Rules and then click New.
2) Type, Awesome Admin Assignment, and click Save.
3) Select the rule you just created, and next to Rule Entries, click New.
Here’s where we add the little details that determine case assignment.
4) In Sort Order, type 1 so that the entry we add is processed first. After all, we’re dealing with awesome admins here. In the real world, you’d create one assignment rule with many different entries, which are processed in chronological order. When a case matches an entry, it’s assigned without proceeding to other entries. Won and done!
For entry criteria, select “Contact: Title equals Awesome Admin.”
5) One of the many useful things about case assignment rules is that you can determine how cases are assigned based on fields from records other than cases. For instance, we’re choosing case assignment based on a contact field, but we could also choose case assignment based on fields from accounts, assets, or users.
6) Add yourself as the User assigned to the rule entry.
7) In Email Template, click the lookup and choose Support: New Assignment Notification, so that you receive an email whenever a case from an awesome admin is assigned to you.
Define When Cases Escalate
1) From Setup, click Customize | Cases | Escalation Rules and then click New.
2) Type Silver Support, then click Active and Save. Activating a rule deactivates any existing active rules.
3) Select the rule you just created, and click New to add a rule entry.
Here’s where we add the details that determine when the case gets escalated.
4) In Sort Order, type 1 so that the entry we add is processed first. In the real world, you’d create one escalation rule with many different entries, which are processed in chronological order. When a customer issue comes in and is converted to a case, it’s assigned based on the first entry it matches.
5) For entry criteria, select “Case: Status equals New.”
Similar to other rules, you can determine automatic case escalation based on fields from records other than cases.
6) Set business hours to your organization’s default 24/7 support.
7) Set that escalation times are based on when cases are created.
8) Click Save, then New to add an escalation action.
9) In Age Over, enter 5.
Checked your blog, very impressive.
Is there a way for me to send you a screen shot to pin point specific type of help I need?
Thanks,
Munira
Create an assignment rule with the name ‘Assign Booyah’ to route cases to that queue
The assignment rule should route cases where the Description contains ‘Booyah’.
Add an escalation rule with the name ‘Booyah’ to escalate cases.
The escalation rule should escalate cases not closed after 30 minutes, based on when the case is created, and should use business hours specified on the case.
Please let us know if this will help you
Thanks
Amit Chaudhary
Did you complete this Challenge? Did the solution from Amit work?
I completed the challenge with the help of Amit's solution so yes, it does work.
Have you been able to work around your errors? I'm having a similar issue, where it states, "The assignment rule 'Assign Panel1' was not found for cases or it is not active". But it *is* there, and it *is* active. Seems like the trailhead glitched - I'm 99% sure I set this up exactly as the instruction stated.
@fabio + @Justin
I think I was having the same issue and I just figured it out. I think it was unclear wording after the switch to lightning and help in this page seems to mostly be pre-lightning.
I found I needed to change step 3 in the 'Case Assignment Rules' from 'User' to 'Queue' and then use the lookup to connect it to the 'Panel1' queue. Maybe that is it for you as well? I hope this helps!