Salesforce Quick Tips: Experts on Demand

Contents: Your Dedicated Expert Making Requests Experts on Demand Portal Homepage Navigation Log a Case Adding Comments Attac!ments to a Case "ie#ing All Cases

Your Dedicated Expert

Name$ Laura %ell Email$ l&ell'Corematrix(com P!one$ )*+,- .+/0,112

Making Requests
You can make requests in several #a3s$ 4( Log a case t!roug! t!e Experts on Demand portal )instructions &elo#5( Call or email 3our expert directl3 6( Email 3our request to E7D'Corematrix(com8 8t!is is also #!ere 3ou can request 3our E7D pass#ord to &e reset

Experts on Demand Portal

www.CoreMatrix.com Services Experts on Demand You can access t!e portal 9or t!e CoreMatrix !omepage$ 4( "isit ###(Corematrix(com 5( Click on t!e :;ervices< ta& at t!e top o9 t!e page 6( ;elect :Experts on Demand<

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1( ;croll to t!e &ottom o9 t!e screen and 3ou?ll see t!e login section

Alternativel3@ 3ou can use t!e direct ARL$ !ttp$ ###(corematrix(com services0port9olio experts0 on0demand "TE: Your username and pass#ord #ill &e emailed to 3ou once 3our account is created( C9 3ou !ave not received a #elcome email #it! username and pass#ord@ please contact 3our expert(

Homepage

a!igation

Experts on Demand portal Log in A9ter logging into t!e E7D portal@ 3ou?ll automaticall3 &e directed to t!e Home page( Brom t!e Homepage@ 3ou can$ 4( Log a case 5( "ie# 3our open cases a( "ie# t!e status o9 an open case &( Leave comments and attac! documents to an open case 6( "ie# 3our compan3?s open closed cases

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#og a $ase
Experts on Demand portal Log a Case tab 4( 7nce logged into t!e E7D portal@ click t!e :Log a Case< ta& to create a case( 5( Bill out t!e case 9orm( %e sure to select a case t3pe@ priorit3@ requested due date as #ell as provide a su&Dect and complete description o9 t!e request )please &e as detailed as possi&le-( 6( E!en 9inis!ed@ &e sure to click t!e :;u&mit< &utton( 1( 7nce su&mitted@ 3our case #ill &e assigned and 3our dedicated expert #ill receive an email #it! t!e case in9ormation(

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%dding $omments & %ttac'ments to a $ase

Experts on Demand portal Click case sub ect !in blue" #dd comment or attac$ment button 4( 7nce 3ou?ve success9ull3 logged as case@ 3ou?ll automaticall3 &e directed to t!e case 3ou Dust created in t!e portal 5( You can vie# t!e ;tatus o9 3our case an3time #it!in t!e portal( 7nce 3our dedicated expert !as started #orking on 3our case@ t!e status #ill c!ange 9rom :Ne#< to :Eorking<(

6( Brom t!e case@ 3ou can also add comments and attac!ments as necessar3 &3 using t!e :Add Comment< and :Add Attac!ment< &utton at t!e &ottom o9 t!e case( 1( Note$ C9 3ou can?t vie# t!e ;tatus or Add Comment Attac!ment &uttons@ t!en 3ou are not on t!e case page( >o access t!e case page@ click t!e case :;u&Dect< 9rom t!e !omepage( >!e case su&Dect #ill &e underlined in &lue F see &elo#(

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(ie)ing %ll $ases

Experts on Demand portal %iew Cases tab 4( Click :"ie# Cases< ta& 5( Cn t!e :M3 7pen Cases< section 3ou?ll 9ind all open cases t!at #ere logged &3 3ou 6( >o access all cases 9or 3our compan3@ click t!e :"ie# All Cases< &utton

1( 7nce t!e :"ie# All Cases< &utton is clicked@ 3ou?ll notice t!at all cases open cases 9or 3our compan3 is displa3ed( Cn addition@ t!e :"ie# All Cases< &utton@ c!anges to :"ie# M3 Cases<( /( You also !ave t!e a&ilit3 to :"ie# Closed Cases< #!ic! #ill displa3 all closed cases 9or 3our compan3(

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