Creating a Case in SalesForce for Access Group Requests

1. After verifying the information in the CS Tool on the CBU and Contact, locate the account in SF 2. Select the appropriate account that has requested access to the Vision Source products 3. Mouse over Cases at the top of the Account page and select New Case 4. Select Integration for the Record Type 5. Select Customer Service in the Originating Department drop down 6. Select Catalog Issue in the Type drop down 7. Select Access Group Request in the Sub Type drop down 8. Notice the Account Name is already populated. At this point you should add the Supplier Opportunity for the supplier catalog that needs modification, which would be the lab name with the slo_id that has the VS Access Group description listed next to it. Ex. ?1130/1131 Midland Optical - St Louis, MO - VS Access Group? 9. Search for and select the Contact Name on the account. 10. Fill in the Subject line to include the type of request. Ex. ?Access Group Request? 11. Include the lab account number in the description 12. Notice the Status is New. This does not need to be changed 13. The Priority defaults to Medium, change to High if urgent request 14. Indicate where the Case originated from, Phone or Email 15. Click Spell Checking, make any corrections as needed 16. Be certain to check Assign using Active Assignment Rules. Checking this box initiates automatic email to the assigned person or team 17. When you have completed all information, click Save