AdvoLogix Help

Adding AdvoLogix Support as a Collaborator on a Salesforce Support Case

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There may come a time when AdvoLogix Technical Support (ATS) has to refer you to Salesforce Support to resolve your issue.  The need to refer a customer to Salesforce Support can vary but for more information on support limitation, follow this link.

To ensure that your issue is resolved, we request that you add ATS as a case collaborator.  As a case collaborator, we will be notified of all case communication or status changes.

Step One: Create a New Contact

Navigate to the Contacts tab and Select New.

Your Technical Support Representative will supply you with their:

  • First and Last Name
  • Email Address

Required fields can vary, depending on your org's settings.  At the very bottom of the form, you will see a section to add case collaborators.  This is where you will input the name of the Technical Support Representative assigned to your support ticket.

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