I want to create a ticket object within salesforce (not using cases) this is going to be used for Internal salesforce users to open tickets for any issues/change requests for the system.
Has anyone done this before and give me some examples/tips
#Sales Cloud before i start building the process/design.
Thanks!
13 respuestas
Hi
It's pretty quick & easy to set up.
See the screenshots
1. User creates a change request
2. Email alert to the User - gives them the Ref No and I get an email alert to advise that a change request has been created.
3. I review it - can ask for more info, our schedule it into my workload.
4. Email sent to user to advise of next action.