Basic Salesforce Guide
Logins are provided by Leads
It is important to review existing cases before creating new cases
Description is to be filled up completely and correctly
Embedded Files
The login button is located on the upper right corner
Do not attempt multiple times
If Salesforce requires to change passwords notify a lead
Do not click forgot password until after notifying a lead
Verification is linked to your email address search for the latest email with a 6 digit verification code
This section allows you to filer the main categories of what you are trying to search for
The sub-categories can be searched once a main category is chosen
Common reports used by dispatch are located on the reports section
Support Queue - General Emails
Membership Emails - Filtered membership emails
Guarantee Queue - Guarantee forms submitted
Refund Queue - Cases with the word refund
Urgent Queue - Cancelation, COI, Reschedules
Social Support Queue - Owned by Social Support @
Owners
Membership - To direct memberships emails
Social Support - To direct to the SMM agents
Support - Direct to general emails
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