Case and account escalation components

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • The roles, modules, and tables installed with the case and account escalation feature.

    Roles

    Roles included with the case and account escalation feature.
    Tabelle : 1. Different roles with the case and account escalation feature
    Role Description
    Escalation requester

    (sn_customerservice.escalation_requester)

    Can request an escalation for a case or account.
    De-escalation requester

    (sn_customerservice.deescalation_requester)

    Can de-escalate a case or account. This role contains the sn_customerservice.escalation_requester role.
    Account Data Manager (sn_crm_account_data_manager) Can request, view, update and delete an escalation for an account.
    Escalation Configuration Viewer (sn_crm_escalation_config_viewer) Can view all the escalation records, and Escalation Templates, and Escalation Severity modules.
    Escalation Administrator (sn_crm_escalation_admin)
    • Can create, update, view, and delete an escalation for an account escalation, escalation template, escalation severity.
    • Can request an escalation for a case or account.
    • Can de-escalate an account.

    This role contains Escalation requester (sn_customerservice.escalation_requester), De-escalation requester (sn_customerservice.deescalation_requester), and Escalation Configuration Viewer (sn_crm_escalation_config_viewer) roles.

    Escalation modules

    The case and account escalation feature adds the Escalations module to the Customer Service menu:
    • All: lists all escalation records for cases and accounts.
    • Escalation Templates: lists the case and account escalation templates.
    • Escalation Severity: lists the types of escalation severity.

    This feature also adds a list of escalated cases to the Customer Service menu: Customer Service > Cases > Escalated

    Tables

    Tables included with the case and account escalation feature:
    Tabelle : 2. Different tables with the case and account escalation feature
    Table Description
    Escalation Templates

    [sn_customerservice_escalation_template]

    Stores escalation template records.
    Escalations

    [sn_customerservice_escalation]

    Stores records created for escalated cases and accounts.
    Escalation Severities

    [sn_customerservice_escalation_severity]

    Stores escalation severity definition records.