Page Comparison

...

Creating a Case: Step-By-Step Process

1. Log Into Salesforce

   1. Ensure you are on the VPN--either UCB-VPN (vpn.colorado.edu) or HR-VPN  (vpn.colorado.edu/hr-vpn).

   2. Go tohttps://o365coloradoedu.sharepoint.com/sites/HR-HRI

   3. Click on the “HRI - Salesforce Login” button

   4. Authenticate with Single Sign On

   5. Authenticate with Duo MFA
      
      

2. Homepage Overview

   Image Modified

3. Search for Client

   1. In the Global Search, type a name, email, employee ID, phone, etc.

   2. Hit Enter

...

1. 1. Image Added

2. Select Client’s Contact Record

   1. Salesforce learns your searching habits and will start recommending your frequently used Objects (ie: Contacts, Cases, Employment, etc)

   2. Ensure you select the Contact record (versus Case Contact/etc)

      Image Modified

      
      

3. Contact Record Overview

   Image Modified

   
   

4. Select Client’s Employment Record

   Image Modified

   
   

5. Employment Record Overview

   Image Modified

   
   

6. Create Case

   1. Click on the Create Case button

      Image Modified

      
      

7. Create Case Contact

   1. Salesforce copies the client’s Contact and Employment data and pastes it into the Case Contact reocrd

   2. Select Case Contact Type

   3. Click the Save button

      Image Modified

      
      

8. Case Contact Record Overview

   Image Modified

9. Go to Case

   1. Click on the Case hyperlink

      Image Modified

      
      

10. Case Record Overview

    Image Modified

Related articles