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This Documentation describes how to submit a case via Salesforce Partner Community, monitor the case, and chat with Support Team. Created: May 2023 Updated: July 2024 Other documentation:
Permalink: https://wildix.atlassian.net/wiki/x/AYDCCw |
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Introduction
Salesforce Partner Community provides a convenient way to submit a case to Customer care or Tech support team if you have any questions, issues, or feature requests, easily track the status and manage all the relevant communication in one single place.
Video Tutorial
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Customer Care / Tech Support
1. On the Home page, click Submit a Case button:
2. Select type of your case and click Next.
Here is the overview of case types you can choose from:
- Customer Care: Resolve billing issues, check invoices and ensure your account is up to date
- Customer Success: Escalate your issue to Customer Success Specialist team
- Feature Request: Ask for additional features or integrations with our feature request option
- HWaaS Management: Request to cancel, replace or upgrade HWaaS devices
- Tech Support: Report technical issues and get help with all aspects of the Wildix Blue ecosystem
3. Choose Case Reason (e.g. Billing / HWaaS / Orders / CLASSOUND, etc.)
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Also, confirmation is sent to your email, which includes the name of the case, case number and link to the Case:
Feature request
1. On the Home page, click Submit a Case button:
2. Choose the option Feature request:
3. For Case Reason, select if the requested feature is required for potential customer, existing customer, or it is just a generic request:
4. In the Category field, select if it is a new feature request or a request for a new integration: 
5. Let us know how the new feature / integration could help you increase your MRR in the next 3 months, if the request is satisfied and click Next:
6. Further questions depend on the category chosen in the previous step:
For Potential customer:
1) Tick off the necessary options if they are applied to the potential customer:
- Is this request the only thing that prevents a deal to be signed?
- Will it be possible to arrange a call/meeting between the customer & Wildix Sales Manager?
2) Choose by when the final decision of the customer must be taken and click Next:
3) Select Customer industry:
4) Choose Customer Account and click Next:
5) Select Customer Contact and Project and click Next:
6) Provide maximum details about the requested feature and click Submit:
For Existing customer:
1) Choose how much MRR the customer is already generating:
2) Specify if it will be possible to arrange call/meeting between the customer & Wildix Sales Manager, select by when the final decision of the customer must be taken, and click Next:
3) Select Customer Industry and Customer Account and click Next:
4) Choose Customer Contact and click Next:
5) Provide maximum details about the requested feature and click Submit:
For Generic request:
1) Select Customer Industry and Customer Account and click Next:
2) Choose Customer Contact and click Next:
3) Provide maximum details about the requested feature and click Submit:
Integration request
In case of an integration request, you also need to provide website link to the product you want to be integrated with Wildix and let us know if test environment can be provided:
Escalate issue to CSS
If you want to escalate your issue to CSS (Customer Success Specialist) team, e.g. in case you were not fully satisfied with the response from Tech Support team or the proposed solution, you can submit a case of CSS type:
Select case reason:
Choose category if required (for general question case type, category is not required):
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To manage HWaaS devices (replace or cancel):
1) On the Home page, click Submit a Case button
2) Choose the option HWaaS Management:
HWaaS Replacement
- For Case Reason, select HWaaS Replacement:
- Choose customer account which is related to the request:
Note Note: If there is no customer account in the database, you can create a new one by clicking Create new customer and filling out the form:
Select the device and click Next:
- Provide details, entering the subject and description of your request reason:
Choose address (End User / Partner / Reseller Address):
Note Note:
- If you choose Partner Address, the contact fields are pre-filled with the details of the Partner submitting the case. The address is taken directly from the current account.
If you choose End User Address, the address fields are pre-filled with the address from the Customer account, which was selected previously.
- In case of choosing Reseller Address, select Reseller Account and press Next to proceed with filling out the address:
If needed, you can modify contact or address details. These changes are saved only for the case record and the contact information are not changed.
Review the delivery address and confirm it is correct:
Note Note: For End User Address, you have to select customer contact and provide a contact phone number. If there’s no customer contact in the system, you can create a new one.
- Provide pick-up address or turn the toggle on if pick-up address is the same:
- Provide box sizes and click Submit:
HWaaS Cancellation
1. For Case Reason, select HWaaS Cancellation and choose customer account related to the request:
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Note: If there is no customer account in the database, you can create a new one by clicking Create new customer and filling out the form:
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Note: Before submitting HWaaS upgrade request, you need to open a Customer Care Case. This Customer Care Case number will then be required to open the HWaaS Upgrade request. |
1. Select HWaaS Management as Case Type and for Case Reason, select HWaaS Upgrade:
2. Link the appropriate Customer Care Case related to this request by adding case number in the Customer Care Case field:
3. Choose Customer Account related to the request and press Next:
4. Select devices the case is related to:
5. Provide reason of the request filling out the Subject and Description fields:
6. Choose delivery address:
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Note:
If needed, you can modify contact or address details. These changes are saved only for the case record and the contact information are not changed. |
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For Resellers
Report an issue
1. Click Submit a case:
2. In the Case Reason, select the option Report an issue:
3. Choose category:
4. Once chosen, click Next:
5. Enter Subject, Description and attach files, if required and click Submit:
After clicking Submit, you get the confirmation in Partner Community with the link to your case:
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Also, confirmation is sent to email, which includes the name of the case, case number and link to the Case. The submitted case is assigned to partner’s queue.
Ask a general question
1. Click Submit a case:
2. In the Case Reason, select the option General question and click Next:
3. Enter Subject, Description and click Submit:
After clicking Submit, you get the confirmation in Partner Community with the link to your case:
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Choose type of the issue, Customer Care (e.g. billing issues, invoices, questions about the account) or Tech Support (to report any technical issues):
Choose Case reason and Category (if required) and click Escalate:
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