Re: SF Notifications - [#857389]

From
Cheryl Cartwright <ccartwright@thekey.com>
To
Luis Martinez Gonzalez <salesforcesupport@homecareassistance.com>
CC
cgerth@thekey.com, shellie.lim@thekey.com, sspeirs@thekey.com, tt@thekey.com
Date
Fri, 5 Jul 2024 16:37:22 -0300
Folder
INBOX
--00000000000044f8f3061c8532ca Content-Type: multipart/alternative; boundary="00000000000044f8f2061c8532c8" --00000000000044f8f2061c8532c8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable On a client account page where you assign a Case Manager I am unable to assign Shellie. I have attached a screenshot here of an "account page" Where you see Poulami's name for example I am unable to assign Shellie Lim. She doesn't appear to be in SF. On Fri, Jul 5, 2024 at 4:05=E2=80=AFPM Luis Martinez Gonzalez wrote: > Hi Cheryl, > > Could you please share screenshots of the field that is not displaying th= e > user you wish to assign? Additionally, could you provide screenshots of t= he > notifications that Shellie is receiving instead of Cathy? Please, try to > include in the previously mentioned screenshot the sender of the > notification. > > > Thanks, > Luis Mart=C3=ADnez > > > On Fri, 5 Jul at 2:29 PM , CherylCartwright ccartwright@homecareassistance.com> wrote: > Shellie Lim is a Client Success Manager and I am unable to assign her > cases as her name does not come up. > > Cathy Gerth is a Client Success Manager who does not receive email > notifications when I assign her an assessment however Shellie gets Cathy'= s > notifications which makes no sense. It's like Cathy's name is associated > with Shellie's email address. > > I have no idea what it means to have a license or account. > > On Fri, Jul 5, 2024 at 10:14=E2=80=AFAM Renee Drobek salesforcesupport@homecareassistance.com> wrote: > >> Hi Cheryl, >> >> Can you send me the link that you expected to notify these individuals? >> Also, did Shellie have a Salesforce license or just this account >> https://homecareassistance.lightning.force.com/lightning/r/Account/001UH= 00000ATEl2YAH/view >> ? >> >> >> Thanks, >> Renee >> >> >> >> On Thu, 4 Jul at 2:50 PM , CherylCartwright > ccartwright@homecareassistance.com> wrote: >> Hi again, >> >> Further to my email earlier today, Shellie Lim seems to have disappeared >> from Salesforce and Cathy Gerth is now no longer receiving any >> notifications. Is it because you are working on it? >> >> Please advise, >> >> Cheryl >> >> On Thu, Jul 4, 2024 at 1:50=E2=80=AFPM Salesforce Support > salesforcesupport@homecareassistance.com> wrote: >> >>> Hi CherylCartwright, Thank you for submitting a request to the >>> Salesforce Support team. Your request has the ticket ID 857389. Please = use >>> this ticket ID for any communication regarding this request. The Salesf= orce >>> Support team will keep you updated on the progress to resolving your >>> ticket. Thank you. >>> >>> 857389:611100 > --00000000000044f8f2061c8532c8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable On a client account page where you assign a Case Manager I= am unable to assign Shellie. I have attached a screenshot here of an &quot= ;account page&quot; Where you see Poulami&#39;s=C2=A0name for example I am = unable to assign Shellie 

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