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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
  1. 1 jul 2022, 13:36

    Hi

    It's pretty quick & easy to set up.

    See the screenshots

     

    HiIt's pretty quick & easy to set up.See the screenshots 1. User creates a change request2.

    Capture2.PNG

    Capture3.PNG

     

    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.

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