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Escalation Management

By Salesforce Labs

Manage escalations within your Salesforce instance

Free  

Never requires payment

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Business Need
Agent Productivity

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.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Escalations Lightning/Winter 2020 1.7.0
Listed On
12/04/2014
Latest Release
01/09/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.7.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/22/2021

Additional Details

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

Need help?

Salesforce Labs

San Francisco, CA, USA

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