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SaaS Support Case Checklist

SaaS Support Case Checklist

When contacting SaaS Support regarding a new support issue, please have the following information available. This will ensure the SaaS Support team is able to quickly access your issue and begin working toward a resolution.

  • Your full contact details (Name, Company Name, Contact Number, Email Address, Tenant Name).

  • Product with which you are experiencing an issue.

  • Description of the issue you are currently experiencing.

  • Whether you are still implementing the product, or are already in production (live).

  • Environment(s) in which you are experiencing the issue. (sandbox, production, both)

  • Grant tenant access if needed. This allows the assigned engineer to investigate your issue within the specified tenant. 
  • Whether you have raised a support case regarding this, or a similar issue in the past. If so, please provide the case number of the previous case.
  • The urgency and business impact of the issue and any timelines of which SaaS Support should be aware.

  • Whether you have a workaround to the issue you’ve reported. If so, please briefly explain the workaround.

  • Whether the problem is reproducible. If so, provide the step-by-step process to reproduce the issue.

  • Whether this was previously working in your production tenant. If so, when did it last run successfully?

  • The expected outcome and the actual outcome.

  • If applicable, please include any logs, screenshots, and the date/time of any errors. Logs and screenshots can be attached to the case.

  • If your issue involves identities or accounts, please list impacted user identities and/or accounts.

  • If your issue involves a source, please include the source name.

  • In addition, if you are experiencing issues with a specific connector, please provide:

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Last update:
‎Jul 12, 2024 02:30 PM
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