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Set Up Case Escalation and Entitlements のProjectを実際にやってみた

Last updated at Posted at 2023-02-14

Create Support Processes

何もしないでボタンを押すと

We can't find the user named 'Ada Balewa'.

2024/07/08現在では少しエラーメッセージが変わっています。

We can't find the user named 'Ada Balewa' with the profile 'Custom: Support Profile'.

ライセンスを使い切っているとこのような画面になります。

image.png

Before you get going on that, add user Ada Balewa, Ursa Major Solar’s Customer Support Specialist.
ユーザを作った後に押すと

We can't find the support process named 'Product Support Process'.

Configure Case Status Picklist Values
Product Defect Loggedを1つだけ追加しても同じメッセージ

Create Processes

よくわからんけど途中で保存したらこのエラーです。

We can't find the support process named 'Inquiry Process'.

この設定すればエラーは解消
image.png

We can't find the support process named 'Inquiry Process'.

ProductとCase Reasonがない?

image.png

image.png

赤枠をやるのを忘れてました

image.png

ここで検証ボタンをクリック。正しいようです。まだレコードタイプは作っていません。

We can't find the record type label named 'Product Support'.

Create Case Queues and Assignment Rules

何も考えずに設定したら、問題なく合格できましたね。

Create a Case Escalation Rule

  • 何もしないで検証ボタンをクリック

えええ、設定してないけど合格してしまった。

設定していると、Notify this UserにAda Balewaが出てこない

image.png

強制的に検索したら出てきた。

image.png

Create an Automation with Flow Builder

We couldn’t find the condition Account Employees greater or equal to ‘5,000’ in the Yes outcome of the ‘Large Account?’ decision element.

>= になってなかったようです

image.png

Enable Entitlements and Set Up Service Contracts

Create an Entitlement Process

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