SCE002. Salesforce For Scenarios PM PDF

You might also like

Download as pdf or txt
Download as pdf or txt
You are on page 1of 1

Scenarios (Salesforce)

Follow up task
BDM

generated by system
received
BDM/ Broker

Reply
through
Emails a scenario for Reply to Peppers
NO thread with
review scenario inbox
unique ref
id?

YES

Call/ email broker


View My or All
regarding info
responses received YES
request, log activity
cases
in the system
Scenarios Team

Update case fields


Pick up case from Update product info
Broker based on More info Review scenario and
Start queue and assign to YES NO and email response Close case Declined? NO Save case
found? information found in needed? prepare response
self to broker/ BDM
email End of
Process

NO YES

Confirm broker.
Search broker if Create broker as Select reason why Capture decline
incorrectly tagged or contact case to be closed reason
blank

Process 1.x
Process reference Sub-Process Decision Document
Key Note box
Start of End of Start End of Subroutine/ Business Rules Time SLA Process description Pricing
Process Process of Subprocess Off page process reference / Milestones

You might also like