Experimenting with ServiceDesk

Here,you'll experiment with a variety of ServiceDesk capabilities.

Using the Email Channel

To experiment with the email channel:

1. If you allow cases to be created by email:
   • Send a message to the support email address configured

   (Don't worry if you don't have a record in the Contacts object. As a system User, you are automatically a "known contact".)

2. If you don't allow cases to be created by email:
   • Return to the agent console
   • Create a case, listing yourself as the customer
   • Add a Note to the message
3. Check your email for the note
4. Respond to the note
5. Go back to the case to see that the note has been added.

Using the Support Portal

To experiment with the support channel:

1. Create a fake contact with your email address
2. Invite the contact to the support portal
3. Open the invitation email to get the portal login URL
4. In a different browser', go to that address
   For example, if you are using FireFox to access the portal as a case agent, then use Chrome or some other browser to access the portal as a "Customer contact". (Each browser maintains a cookie with your identity. You can't access the system from the same browser with two different identities, unless you log out of one and then log into another.)
5. Create a case in the support portal.
   (This is the experience your customers will have.)
6. Go back to your original browser to work with the case.
7. Use email and the support portal to experiment with the customer experience.