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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a technology product case

Customers can create a technology product case to report an issue about the service from the Customer Service Portal.

Before you begin

Role required: sn_tech_support.agent

Procedure

  1. Go to the Customer Service Portal by accessing your instance URL and adding a /csm suffix.

  2. On the home page, select Get help.

  3. In the Categories, select a Support category from the list.

  4. Select Create a Technology Product Case.

    Case form as been created using a record producer. For more information about how to create record producer, see Record Producer.

  5. On the form, fill in the fields.

Image omitted: create-tech-product-case.png
technology product case.
FieldDescription
Issue TypeSelect the type of issue for the case:- Performance Issue - Question - Service Request - Something is Broken
AccountThis account is default to logged-in user account
ContactAuto-filled with the name of the logged-in user.
Sold ProductSelect a product from the list of available products. This list includes the sold products for the logged-in user.
Affected InstancesAdd the affected instances to this list.
Short descriptionDescription of the issue or problem.
Business ImpactImpact that this issue is having on your business.
Steps to reproduceAdd the steps to reproduce the issue.
Contact TimezoneDisplays the time zone of the user in the Contact field.
  1. Select Submit.

    When the service problem case is submitted, the stage is automatically set to Verify and state as New.

Parent Topic:Using Technology Product Support Case