Promote Major Incidents for IT Services

Promote an incident to a major incident directly from the Incident record page.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
User Permissions Needed
To promote major incidents: Major Incident Manager

After setup, designated major incident managers can promote incidents that have a critical business impact.

  1. Open an Incident record.
  2. On the incident record page, click Promote to Major Incident.

The system declares the incident as a major incident, and a banner displays at the top of the record.