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Helpful tips for entering a case in SalesForce

Helpful tips for entering a case in SalesForce

How to create a new support case

To create a new Worksoft support case,

1.       Login to https://na2.salesforce.com/sserv/login.jsp?orgId=00D3000000009Sd. (You can go to www.worksoft.com and click on the link "Customer Login")

2.       In the subject line enter the name of the customer along with a good title which describes the issue/question. For example "Intel - Certify changes the number variable to 0 during process execution". We discourage a non-specific titles such as "Certify doesn't work" or "Livetouch is broken".

3.       In the description, please provide as much details as you can - including steps to reproduce and its reproducibility.

4.       Provide information in both the required and optional fields such as Certify version and Certify patch level.

5.       Attach a log file and/or a screenshot showing the steps (if the steps failed) and/or the Application under test (where the step failed).

6.       If you recently upgraded to a patch level, please mention previous patch/version number.

7.       Please answer the following questions to help expedite the process:

a.       Is this problem seen on only on machine? If not, is problem seen on all machines?

b.      If only some of the machine have this problem, what might be the differences, e.g. OS version, IE version, etc.

c.       Has this operation been successful previously (and started failing recently)? What change was made that might have caused the failure, e.g., OS upgrade, AUT upgrade, Certify upgrade, etc.

d.      Does the problem occur with a particular process/variable/requirement/object/screen, some of them or all of them?

e.      Is this preventing you from executing all of your test?

f.        For livetouch issues, please describe exactly what doesn't work, e.g., the object is not highlighted, livetouch hangs, object is highlighted but no steps are created, etc.

 

 

More on Best practices

Following these guidelines could help expedite the support process:

1.            Enter a succinct Subject line, but include enough information to uniquely identify the issue.

Bad Example:  Can't  find row in Table

Good Example:  Find Row action in GuiTable control can't find a second row which matches given criteria

2.            Attach the log-file.txt file from the machine with the problem

3.            Include steps to reproduce the problem in the Description (or in an attachment)

4.            Specify the Interface and Interface Version (including a hot fix version if present) since the problem might involve the Interface

5.            Choose the most accurate Database Version (e.g. Choose "SQL Server 2008 R2" rather than "SQL")

6.            Include the full error message text in the Description or attach a screen capture of the Results Viewer with the error message visible.

Certify Version: 8.6.0.400

Database: SQL Server 2008 R2

Interface: SAP

Interface Version: 8.6.0.14

 

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