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I36 Locating and Generating Reports on Technical Support Tracks in Salesforce

Here are some details about how to locate Tech Support Tracks in Salesforce various ways. 

If you have a Track Number

Technical support tracks in Salesforce as "Cases." for a given track number, i.e. TS-00006647, the case number would be 00006647.

To generate an on-the-fly report of tracks with custom filters

1. Select Cases from the Home drop down menu
   

    

2. Open the reports menu for cases and filter by "TS"
   

    

3. Add filters as needed or pull a data set
   

    

To generate a persistent report of tracks with custom filters

1. Create a new report (type: cases)

    ->    -> 

    

    

2. Add the record type to the filter, then filter on JMP Technical Support.

     -> 

    

    

3. Add your territory to the filter and filter on some part of your territory designation, i.e. J18 for NY/NJ.

    -> 

    

    

4. Save the report

   

    

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