High-Value Account Support Escalation Workflow

QUERY:

Show me my top [NUMBER] Salesforce accounts with the most currently [STATUS] Zendesk support tickets.

Goal: Identify which high-value accounts are experiencing the highest volume of support issues to prioritize resource allocation and prevent potential churn or deal delays.

QUERY:

Which of those [NUMBER] accounts also have [STATUS] Salesforce opportunities?

Goal: Determine which accounts with heavy support loads are also in active sales cycles, indicating critical situations where support issues could directly impact revenue.

QUERY:

What are the account names for those [NUMBER] account IDs?

Goal: Translate account IDs into recognizable account names for clear communication and task assignment across teams.

QUERY:

Can you summarize what types of issues these customers are experiencing?

Goal: Categorize and understand the nature of support problems to identify patterns, prioritize technical resources, and inform product or sales strategies.

QUERY:

Create a Salesforce task for the support team to respond to [ACCOUNT_NAME]'s [ISSUE_TYPE] issue.

Goal: Generate actionable tasks with clear ownership to ensure timely support response for accounts with both support needs and active revenue opportunities.