Troops.ai Configuration and Maintenance

Overview

Troops is primarily used by our Solutions Architects for activity capture to capture customer calls, efficiently log them, and run reporting in Salesforce and our BI tool.

Troops training videos

For SA end-users, see Troops Setup page.

For Troops administrators:

1. How to Set Up a User. Three steps:
   1. Create user in Troops
   2. Add user to “Capture Activity [wf-1]”
   3. Add user to their respective regional slack channel notification (New Call Logged wf-02 [region name])
2. How to Set Up a New Workflow

Additional videos for how to perform other functions, usually for SAs.

1. How to Create a Contact
2. Updating Tech Eval Dates and Statuses
3. How to Log an Activity

View page source - Edit this page - please contribute.