1) Create a new page layout
2) Add any new case statuses to picklist
3) Edit case statuses that should indicate case is "closed"
4) Add any new case types to picklist
5) Add any new case reasons to picklist
6) Add any new case origins to picklist
7) Add any new fields to case object
8) Under Record Types, ensure the picklists have the correct values (i.e. - Reason/Type/Origin)
9) Within the Type field, edit "Reason" field dependencies matrix and add new reason(s) to types
10) Create a new support process (if not reusing an existing one)
11) Create the new record type (enable for all profiles)
12) Finalize the page layout (if needed) and check "Default" in Case Assignment checkbox under Layout Properties
13) Create approval queues (if needed)
14) Set up approval process (create email template, if needed)
15) If case team roles are needed, add them in "classic" mode
15a) Also add pre-defined case teams in "classic" mode
16) Back in "lightning" mode, create case assignment rules
17) Test & Deploy!
2) Add any new case statuses to picklist
3) Edit case statuses that should indicate case is "closed"
4) Add any new case types to picklist
5) Add any new case reasons to picklist
6) Add any new case origins to picklist
7) Add any new fields to case object
8) Under Record Types, ensure the picklists have the correct values (i.e. - Reason/Type/Origin)
9) Within the Type field, edit "Reason" field dependencies matrix and add new reason(s) to types
10) Create a new support process (if not reusing an existing one)
11) Create the new record type (enable for all profiles)
12) Finalize the page layout (if needed) and check "Default" in Case Assignment checkbox under Layout Properties
13) Create approval queues (if needed)
14) Set up approval process (create email template, if needed)
15) If case team roles are needed, add them in "classic" mode
15a) Also add pre-defined case teams in "classic" mode
16) Back in "lightning" mode, create case assignment rules
17) Test & Deploy!
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