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Escalation Management

Manage escalations within your Salesforce instance

Overview

Use this simple Escalations custom app as a baseline business process for managing escalations - sensitive internal or customer issues that need executive visibility, complete collaboration, and dedicated project management to effectively resolve.

1 of 3

  • As of Spring 2018, the app is now Lightning-ready!

Components for the Escalations App: 1) 2 record types & page layouts a) One for ‘standard’ escalations b) One for ‘executive outreaches’ (escalations for the purpose of requesting an executive to reach out to the customer) 2) 66 custom fields 3) Custom report type for escalations 4) Custom user profile ***NEW*** 5) Global Escalations dashboard and a host of custom reports

Categories

Business Needs
Agent Productivity
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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