Content Comparison

Creating a Case: High-Level Overview

...

Creating a Case: Step-By-Step Process

1. Log Into Salesforce

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

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

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

Authenticate with Single Sign

On

Authenticate with Duo MFA


5. Homepage Overview

   Image Removed

6. Search for Client

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

   2. Hit Enter

      Image Removed

Select Client’s Contact Record

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

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

Image Removed

Contact Record Overview

Image Removed

Select Client’s Employment Record

Image Removed

Employment Record Overview

Image Removed

Create Case

Click on the Create Case button

Image Removed

Create Case Contact

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

9. Select Case Contact Type

Click the Save button

Image Removed

10. Case Contact Record Overview

    Image Removed

Go to Case

Click on the Case hyperlink

Image Removed

11. Case Record Overview

    Image Removed

...

1. the Case record page, click on the New Session button

   Image Added

   
   

2. Fill out Session details

   Image Added

3. Add Case Contact(s) to the Session

   Image Added