Content is user-generated and unverified.

Smart Case Escalation & Feedback Tracking System

Complete Implementation Guide


Phase 1: Data Model Design

Step 1.1: Create Custom Objects

1.1.1 Create Escalation__c Custom Object

  1. Setup → Object Manager → Create → Custom Object
  2. Object Details:
    • Label: Escalation
    • Plural Label: Escalations
    • Object Name: Escalation__c
    • Record Name: Escalation Name
    • Data Type: Text
    • Allow Reports: ✓
    • Allow Activities: ✓
    • Track Field History: ✓
  3. Create Custom Fields for Escalation__c:
   Field 1: Escalation_Reason__c
   - Type: Picklist
   - Values: Critical Priority, High Complexity, Customer VIP, Technical Issue, Management Request
   - Required: Yes
   
   Field 2: Escalated_By__c
   - Type: Lookup (User)
   - Required: Yes
   
   Field 3: Case__c
   - Type: Master-Detail (Case)
   - Required: Yes
   
   Field 4: Escalation_Date__c
   - Type: Date/Time
   - Required: Yes
   - Default: NOW()
   
   Field 5: Escalation_Notes__c
   - Type: Long Text Area
   - Length: 32,768

1.1.2 Create Resolution_Feedback__c Custom Object

  1. Setup → Object Manager → Create → Custom Object
  2. Object Details:
    • Label: Resolution Feedback
    • Plural Label: Resolution Feedback
    • Object Name: Resolution_Feedback__c
    • Record Name: Feedback Name
    • Data Type: Auto Number
    • Display Format: FB-{00000}
  3. Create Custom Fields for Resolution_Feedback__c:
   Field 1: Case__c
   - Type: Lookup (Case)
   - Required: Yes
   
   Field 2: Rating__c
   - Type: Number (1,0)
   - Min: 1, Max: 5
   - Required: Yes
   
   Field 3: Feedback_Comments__c
   - Type: Long Text Area
   - Length: 32,768
   
   Field 4: Feedback_Date__c
   - Type: Date/Time
   - Default: NOW()
   
   Field 5: Is_Submitted__c
   - Type: Checkbox
   - Default: False
   
   Field 6: Contact__c
   - Type: Lookup (Contact)
   - Required: Yes

Step 1.2: Add Custom Fields to Case Object

  1. Setup → Object Manager → Case → Fields & Relationships
  2. Create Custom Fields:
   Field 1: Escalation_Status__c
   - Type: Picklist
   - Values: Not Escalated, Escalated, Resolved
   - Default: Not Escalated
   - Required: Yes
   
   Field 2: Severity_Level__c
   - Type: Picklist
   - Values: Low, Medium, High, Critical
   - Required: Yes
   
   Field 3: Final_Rating__c
   - Type: Number (2,1)
   - Min: 1.0, Max: 5.0

Phase 2: Process Automation Using Flows

Step 2.1: Create Record-Triggered Flow for Case Escalation

2.1.1 Flow Setup

  1. Setup → Process Automation → Flows → New Flow
  2. Select: Record-Triggered Flow
  3. Configure Start:
    • Object: Case
    • Trigger: A record is created or updated
    • Entry Conditions:
      • Condition 1: {!$Record.Severity_Level__c} Equals Critical
      • Condition 2: {!$Record.Escalation_Status__c} Not Equal Escalated
    • Optimize for: Actions and Related Records

2.1.2 Flow Elements

Element 1: Get Records - Check Existing Escalation

  • API Name: Get_Existing_Escalation
  • Object: Escalation__c
  • Conditions: Case__c Equals {!$Record.Id}
  • How Many: First
  • Store in: varExistingEscalation

Element 2: Decision - Escalation Exists

  • API Name: Decision_Escalation_Exists
  • Outcome 1: No_Existing_Escalation
    • Condition: {!Get_Existing_Escalation} Is Null True

Element 3: Create Records - New Escalation

  • API Name: Create_Escalation_Record
  • Object: Escalation__c
  • Fields:
    • Case__c: {!$Record.Id}
    • Escalated_By__c: {!$User.Id}
    • Escalation_Reason__c: Critical Priority
    • Escalation_Date__c: {!$Flow.CurrentDateTime}
    • Escalation_Notes__c: Auto-escalated due to Critical severity level

Element 4: Update Records - Update Case Status

  • API Name: Update_Case_Escalation_Status
  • Record: {!$Record}
  • Fields:
    • Escalation_Status__c: Escalated

Element 5: Send Email - Alert Management

  • API Name: Send_Escalation_Alert
  • Email Template: Create custom template
  • To: Management Queue or specific users
  • Subject: Critical Case Escalated - {!$Record.CaseNumber}

2.1.3 Flow Activation

  1. Save the flow
  2. Activate the flow
  3. Test with sample data

Step 2.2: Create Auto-Launched Flow for Feedback Creation

2.2.1 Flow Setup

  1. Setup → Process Automation → Flows → New Flow
  2. Select: Autolaunched Flow (No Trigger)
  3. API Name: Create_Resolution_Feedback

2.2.2 Flow Variables

Variable 1: varCaseId
- Type: Text
- Available for input: Yes

Variable 2: varContactId  
- Type: Text
- Available for input: Yes

2.2.3 Flow Elements

Element 1: Create Records - Feedback Record

  • API Name: Create_Feedback_Record
  • Object: Resolution_Feedback__c
  • Fields:
    • Case__c: {!varCaseId}
    • Contact__c: {!varContactId}
    • Is_Submitted__c: False
    • Feedback_Date__c: {!$Flow.CurrentDateTime}

Element 2: Assignment - Store Record ID

  • API Name: Store_Feedback_ID
  • Variable: varFeedbackId (create new)
  • Value: {!Create_Feedback_Record}

Phase 3: Apex Controller & Business Logic

Step 3.1: Create Apex Classes

3.1.1 CaseFeedbackInvoker Class

apex
public class CaseFeedbackInvoker {
    
    @future
    public static void createFeedbackRecords(Set<Id> caseIds) {
        try {
            List<Case> closedCases = [
                SELECT Id, ContactId, CaseNumber 
                FROM Case 
                WHERE Id IN :caseIds 
                AND ContactId != null
                AND Status = 'Closed'
            ];
            
            List<Resolution_Feedback__c> feedbackRecords = new List<Resolution_Feedback__c>();
            
            for (Case c : closedCases) {
                // Check if feedback already exists
                List<Resolution_Feedback__c> existingFeedback = [
                    SELECT Id FROM Resolution_Feedback__c 
                    WHERE Case__c = :c.Id LIMIT 1
                ];
                
                if (existingFeedback.isEmpty()) {
                    Resolution_Feedback__c feedback = new Resolution_Feedback__c(
                        Case__c = c.Id,
                        Contact__c = c.ContactId,
                        Is_Submitted__c = false,
                        Feedback_Date__c = System.now()
                    );
                    feedbackRecords.add(feedback);
                }
            }
            
            if (!feedbackRecords.isEmpty()) {
                insert feedbackRecords;
                System.debug('Created ' + feedbackRecords.size() + ' feedback records');
            }
            
        } catch (Exception e) {
            System.debug('Error in createFeedbackRecords: ' + e.getMessage());
            // Log error or send notification
        }
    }
    
    // Alternative Queueable implementation
    public class FeedbackQueueable implements Queueable {
        private Set<Id> caseIds;
        
        public FeedbackQueueable(Set<Id> caseIds) {
            this.caseIds = caseIds;
        }
        
        public void execute(QueueableContext context) {
            createFeedbackRecordsSync(this.caseIds);
        }
    }
    
    public static void createFeedbackRecordsSync(Set<Id> caseIds) {
        // Same logic as future method but synchronous
        // Use for queueable execution
    }
}

3.1.2 Case Trigger

apex
trigger CaseTrigger on Case (after update) {
    
    if (Trigger.isAfter && Trigger.isUpdate) {
        Set<Id> closedCaseIds = new Set<Id>();
        
        for (Case newCase : Trigger.new) {
            Case oldCase = Trigger.oldMap.get(newCase.Id);
            
            // Check if status changed to Closed
            if (newCase.Status == 'Closed' && 
                oldCase.Status != 'Closed' && 
                newCase.ContactId != null) {
                closedCaseIds.add(newCase.Id);
            }
        }
        
        if (!closedCaseIds.isEmpty()) {
            // Use future method for async processing
            CaseFeedbackInvoker.createFeedbackRecords(closedCaseIds);
        }
    }
}

3.1.3 CaseFeedbackController (for LWC)

apex
public with sharing class CaseFeedbackController {
    
    @AuraEnabled(cacheable=true)
    public static List<Resolution_Feedback__c> getFeedbackRecords(Id contactId) {
        try {
            return [
                SELECT Id, Case__c, Case__r.CaseNumber, Case__r.Subject,
                       Rating__c, Feedback_Comments__c, Is_Submitted__c,
                       Feedback_Date__c
                FROM Resolution_Feedback__c 
                WHERE Contact__c = :contactId 
                AND Is_Submitted__c = false
                ORDER BY Feedback_Date__c DESC
            ];
        } catch (Exception e) {
            throw new AuraHandledException('Error fetching feedback records: ' + e.getMessage());
        }
    }
    
    @AuraEnabled
    public static String submitFeedback(Id feedbackId, Decimal rating, String comments) {
        try {
            Resolution_Feedback__c feedback = new Resolution_Feedback__c(
                Id = feedbackId,
                Rating__c = rating,
                Feedback_Comments__c = comments,
                Is_Submitted__c = true
            );
            
            update feedback;
            
            // Update Case Final Rating
            updateCaseFinalRating(feedbackId);
            
            return 'Success';
        } catch (Exception e) {
            throw new AuraHandledException('Error submitting feedback: ' + e.getMessage());
        }
    }
    
    private static void updateCaseFinalRating(Id feedbackId) {
        Resolution_Feedback__c feedback = [
            SELECT Case__c, Rating__c 
            FROM Resolution_Feedback__c 
            WHERE Id = :feedbackId
        ];
        
        Case caseToUpdate = new Case(
            Id = feedback.Case__c,
            Final_Rating__c = feedback.Rating__c
        );
        
        update caseToUpdate;
    }
}

Step 3.2: Create Test Classes

3.2.1 CaseFeedbackInvokerTest

apex
@isTest
public class CaseFeedbackInvokerTest {
    
    @testSetup
    static void setupTestData() {
        // Create test account
        Account testAccount = new Account(Name = 'Test Account');
        insert testAccount;
        
        // Create test contact
        Contact testContact = new Contact(
            FirstName = 'Test',
            LastName = 'Contact',
            Email = 'test@example.com',
            AccountId = testAccount.Id
        );
        insert testContact;
        
        // Create test cases
        List<Case> testCases = new List<Case>();
        for (Integer i = 0; i < 5; i++) {
            testCases.add(new Case(
                Subject = 'Test Case ' + i,
                Status = 'New',
                ContactId = testContact.Id,
                Severity_Level__c = 'Medium',
                Escalation_Status__c = 'Not Escalated'
            ));
        }
        insert testCases;
    }
    
    @isTest
    static void testCreateFeedbackRecords() {
        List<Case> testCases = [SELECT Id FROM Case];
        Set<Id> caseIds = new Set<Id>();
        
        // Close the cases
        for (Case c : testCases) {
            c.Status = 'Closed';
            caseIds.add(c.Id);
        }
        update testCases;
        
        Test.startTest();
        CaseFeedbackInvoker.createFeedbackRecords(caseIds);
        Test.stopTest();
        
        // Verify feedback records were created
        List<Resolution_Feedback__c> feedbackRecords = [
            SELECT Id, Case__c FROM Resolution_Feedback__c
        ];
        
        System.assertEquals(5, feedbackRecords.size(), 'Should create 5 feedback records');
    }
    
    @isTest
    static void testQueueableImplementation() {
        List<Case> testCases = [SELECT Id FROM Case LIMIT 1];
        Set<Id> caseIds = new Set<Id>{testCases[0].Id};
        
        // Close the case
        testCases[0].Status = 'Closed';
        update testCases[0];
        
        Test.startTest();
        System.enqueueJob(new CaseFeedbackInvoker.FeedbackQueueable(caseIds));
        Test.stopTest();
        
        // Verify feedback record was created
        List<Resolution_Feedback__c> feedbackRecords = [
            SELECT Id FROM Resolution_Feedback__c
        ];
        
        System.assertEquals(1, feedbackRecords.size(), 'Should create 1 feedback record');
    }
}

3.2.2 CaseTriggerTest

apex
@isTest
public class CaseTriggerTest {
    
    @testSetup
    static void setupTestData() {
        Account testAccount = new Account(Name = 'Test Account');
        insert testAccount;
        
        Contact testContact = new Contact(
            FirstName = 'Test',
            LastName = 'Contact',
            Email = 'test@example.com',
            AccountId = testAccount.Id
        );
        insert testContact;
        
        Case testCase = new Case(
            Subject = 'Test Case for Trigger',
            Status = 'New',
            ContactId = testContact.Id,
            Severity_Level__c = 'Critical',
            Escalation_Status__c = 'Not Escalated'
        );
        insert testCase;
    }
    
    @isTest
    static void testCaseStatusChangeToClose() {
        Case testCase = [SELECT Id, Status FROM Case LIMIT 1];
        
        Test.startTest();
        testCase.Status = 'Closed';
        update testCase;
        Test.stopTest();
        
        // Verify async processing was triggered
        // Note: In actual test, feedback creation happens in @future method
        System.assertEquals('Closed', testCase.Status);
    }
    
    @isTest
    static void testEscalationFlow() {
        Case testCase = [SELECT Id, Escalation_Status__c FROM Case LIMIT 1];
        
        Test.startTest();
        // The flow should automatically escalate this case
        // since it has Critical severity
        Test.stopTest();
        
        // Refresh the case
        testCase = [SELECT Id, Escalation_Status__c FROM Case WHERE Id = :testCase.Id];
        System.assertEquals('Escalated', testCase.Escalation_Status__c);
    }
}

Phase 4: Lightning Web Component

Step 4.1: Create LWC - caseFeedbackPanel

4.1.1 caseFeedbackPanel.js

javascript
import { LightningElement, track, wire } from 'lwc';
import { ShowToastEvent } from 'lightning/platformShowToastEvent';
import { refreshApex } from '@salesforce/apex';
import getFeedbackRecords from '@salesforce/apex/CaseFeedbackController.getFeedbackRecords';
import submitFeedback from '@salesforce/apex/CaseFeedbackController.submitFeedback';
import Id from '@salesforce/user/Id';

export default class CaseFeedbackPanel extends LightningElement {
    userId = Id;
    @track feedbackRecords = [];
    @track selectedFeedback = null;
    @track isSubmitting = false;
    @track rating = 0;
    @track comments = '';
    
    wiredFeedbackResult;
    
    @wire(getFeedbackRecords, { contactId: '$userId' })
    wiredFeedback(result) {
        this.wiredFeedbackResult = result;
        if (result.data) {
            this.feedbackRecords = result.data;
        } else if (result.error) {
            this.showToast('Error', result.error.body.message, 'error');
        }
    }
    
    handleFeedbackSelect(event) {
        const feedbackId = event.target.dataset.id;
        this.selectedFeedback = this.feedbackRecords.find(
            feedback => feedback.Id === feedbackId
        );
        this.rating = 0;
        this.comments = '';
    }
    
    handleRatingChange(event) {
        this.rating = parseInt(event.target.dataset.rating);
    }
    
    handleCommentsChange(event) {
        this.comments = event.target.value;
    }
    
    async handleSubmit() {
        if (this.rating === 0) {
            this.showToast('Error', 'Please select a rating', 'error');
            return;
        }
        
        this.isSubmitting = true;
        
        try {
            await submitFeedback({
                feedbackId: this.selectedFeedback.Id,
                rating: this.rating,
                comments: this.comments
            });
            
            this.showToast('Success', 'Feedback submitted successfully!', 'success');
            this.selectedFeedback = null;
            this.rating = 0;
            this.comments = '';
            
            // Refresh the data
            await refreshApex(this.wiredFeedbackResult);
            
        } catch (error) {
            this.showToast('Error', error.body.message, 'error');
        } finally {
            this.isSubmitting = false;
        }
    }
    
    handleCancel() {
        this.selectedFeedback = null;
        this.rating = 0;
        this.comments = '';
    }
    
    showToast(title, message, variant) {
        const evt = new ShowToastEvent({
            title: title,
            message: message,
            variant: variant
        });
        this.dispatchEvent(evt);
    }
    
    get hasRecords() {
        return this.feedbackRecords && this.feedbackRecords.length > 0;
    }
    
    get showForm() {
        return this.selectedFeedback !== null;
    }
    
    get stars() {
        return [1, 2, 3, 4, 5].map(num => ({
            number: num,
            filled: num <= this.rating
        }));
    }
}

4.1.2 caseFeedbackPanel.html

html
<template>
    <lightning-card title="Case Feedback" icon-name="standard:feedback">
        <div class="slds-m-around_medium">
            <template if:false={hasRecords}>
                <div class="slds-text-align_center slds-p-vertical_large">
                    <lightning-icon icon-name="utility:info" size="large" variant="inverse"></lightning-icon>
                    <p class="slds-text-heading_small slds-m-top_small">
                        No pending feedback requests
                    </p>
                </div>
            </template>
            
            <template if:true={hasRecords}>
                <template if:false={showForm}>
                    <div class="slds-grid slds-wrap">
                        <template for:each={feedbackRecords} for:item="feedback">
                            <div key={feedback.Id} class="slds-col slds-size_1-of-1 slds-m-bottom_small">
                                <div class="slds-box slds-theme_default">
                                    <div class="slds-grid slds-grid_align-spread">
                                        <div class="slds-col">
                                            <h3 class="slds-text-heading_small">
                                                Case: {feedback.Case__r.CaseNumber}
                                            </h3>
                                            <p class="slds-text-body_regular">
                                                {feedback.Case__r.Subject}
                                            </p>
                                        </div>
                                        <div class="slds-col slds-no-flex">
                                            <lightning-button 
                                                variant="brand" 
                                                label="Provide Feedback"
                                                data-id={feedback.Id}
                                                onclick={handleFeedbackSelect}>
                                            </lightning-button>
                                        </div>
                                    </div>
                                </div>
                            </div>
                        </template>
                    </div>
                </template>
                
                <template if:true={showForm}>
                    <div class="slds-box slds-theme_default">
                        <h3 class="slds-text-heading_medium slds-m-bottom_medium">
                            Feedback for Case: {selectedFeedback.Case__r.CaseNumber}
                        </h3>
                        
                        <div class="slds-form-element slds-m-bottom_medium">
                            <label class="slds-form-element__label">Rating</label>
                            <div class="slds-form-element__control">
                                <div class="rating-container">
                                    <template for:each={stars} for:item="star">
                                        <lightning-icon
                                            key={star.number}
                                            icon-name="utility:favorite"
                                            size="large"
                                            variant={star.filled}
                                            class="rating-star"
                                            data-rating={star.number}
                                            onclick={handleRatingChange}>
                                        </lightning-icon>
                                    </template>
                                </div>
                            </div>
                        </div>
                        
                        <div class="slds-form-element slds-m-bottom_medium">
                            <label class="slds-form-element__label">Comments</label>
                            <div class="slds-form-element__control">
                                <lightning-textarea
                                    value={comments}
                                    onchange={handleCommentsChange}
                                    placeholder="Share your feedback about the case resolution...">
                                </lightning-textarea>
                            </div>
                        </div>
                        
                        <div class="slds-grid slds-grid_align-end">
                            <lightning-button
                                variant="neutral"
                                label="Cancel"
                                onclick={handleCancel}
                                class="slds-m-right_small">
                            </lightning-button>
                            <lightning-button
                                variant="brand"
                                label="Submit Feedback"
                                onclick={handleSubmit}
                                disabled={isSubmitting}>
                            </lightning-button>
                        </div>
                    </div>
                </template>
            </template>
        </div>
    </lightning-card>
</template>

4.1.3 caseFeedbackPanel.css

css
.rating-container {
    display: flex;
    gap: 4px;
}

.rating-star {
    cursor: pointer;
    transition: all 0.2s ease;
}

.rating-star:hover {
    transform: scale(1.1);
}

.slds-box {
    border: 1px solid #d8dde6;
    border-radius: 4px;
}

4.1.4 caseFeedbackPanel.js-meta.xml

xml
<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
    <apiVersion>59.0</apiVersion>
    <isExposed>true</isExposed>
    <targets>
        <target>lightning__AppPage</target>
        <target>lightning__HomePage</target>
        <target>lightning__RecordPage</target>
        <target>lightning__Tab</target>
    </targets>
</LightningComponentBundle>

Phase 5: Testing & Quality Assurance

Step 5.1: Create Test Data Setup

5.1.1 Test Data Factory

apex
@isTest
public class TestDataFactory {
    
    public static Account createTestAccount() {
        Account testAccount = new Account(
            Name = 'Test Account',
            Type = 'Customer'
        );
        insert testAccount;
        return testAccount;
    }
    
    public static Contact createTestContact(Id accountId) {
        Contact testContact = new Contact(
            FirstName = 'Test',
            LastName = 'Contact',
            Email = 'test.contact@example.com',
            AccountId = accountId
        );
        insert testContact;
        return testContact;
    }
    
    public static List<Case> createTestCases(Id contactId, Integer numCases) {
        List<Case> testCases = new List<Case>();
        
        for (Integer i = 0; i < numCases; i++) {
            testCases.add(new Case(
                Subject = 'Test Case ' + i,
                Description = 'Test case description ' + i,
                Status = 'New',
                Priority = 'Medium',
                ContactId = contactId,
                Severity_Level__c = 'Medium',
                Escalation_Status__c = 'Not Escalated'
            ));
        }
        
        insert testCases;
        return testCases;
    }
    
    public static List<Resolution_Feedback__c> createTestFeedback(List<Case> cases) {
        List<Resolution_Feedback__c> feedbackRecords = new List<Resolution_Feedback__c>();
        
        for (Case c : cases) {
            feedbackRecords.add(new Resolution_Feedback__c(
                Case__c = c.Id,
                Contact__c = c.ContactId,
                Is_Submitted__c = false
            ));
        }
        
        insert feedbackRecords;
        return feedbackRecords;
    }
}

Step 5.2: Integration Tests

5.2.1 End-to-End Test Class

apex
@isTest
public class CaseSystemIntegrationTest {
    
    @testSetup
    static void setupTestData() {
        Account testAccount = TestDataFactory.createTestAccount();
        Contact testContact = TestDataFactory.createTestContact(testAccount.Id);
        List<Case> testCases = TestDataFactory.createTestCases(testContact.Id, 3);
        
        // Set one case to Critical for escalation testing
        testCases[0].Severity_Level__c = 'Critical';
        update testCases[0];
    }
    
    @isTest
    static void testCompleteWorkflow() {
        // Get test data
        List<Case> testCases = [SELECT Id, Status, Severity_Level__c, Escalation_Status__c FROM Case];
        Case criticalCase = testCases[0];
        
        Test.startTest();
        
        // Verify escalation happened
        System.assertEquals('Critical', criticalCase.Severity_Level__c);
        System.assertEquals('Escalated', criticalCase.Escalation_Status__c);
        
        // Close the case to trigger feedback creation
        criticalCase.Status = 'Closed';
        update criticalCase;
        
        Test.stopTest();
        
        // Verify escalation record was created
        List<Escalation__c> escalations = [SELECT Id FROM Escalation__c WHERE Case__c = :criticalCase.Id];
        System.assertEquals(1, escalations.size(), 'Escalation record should be created');
        
        // Verify feedback record will be created (async)
        // Note: Actual verification would need to be done in separate test method
    }
    
    @isTest
    static void testBulkOperations() {
        List<Case> allCases = [SELECT Id FROM Case];
        
        Test.startTest();
        
        // Bulk close cases
        for (Case c : allCases) {
            c.Status = 'Closed';
        }
        update allCases;
        
        Test.stopTest();
        
        // Verify bulk processing doesn't hit limits
        System.assertEquals(3, allCases.size());
    }
}

Step 5.3: QA Checklist

5.3.1 Functional Testing Checklist

□ Case Escalation Flow
  □ Critical cases auto-escalate
  □ Escalation records created correctly
  □ Email notifications sent
  □ Duplicate escalations prevented
  
□ Feedback Collection
  □ Feedback records created on case closure
  □ Only for cases with contacts
  □ No duplicates created
  □ Async processing works correctly
  
□ LWC Functionality
  □ Feedback panel loads correctly
  □ Star rating works
  □ Comments can be entered
  □ Feedback submits successfully
  □ UI updates after submission
  
□ Error Handling
  □ Graceful handling of missing data
  □ User-friendly error messages
  □ Logging for debugging
  
□ Performance
  □ Bulk operations don't timeout
  □ Async processing efficient
  □ No SOQL/DML limit issues

5.3.2 Security Testing Checklist

□ Data Access
  □ Users can only see their own feedback
  □ Proper sharing rules applied
Content is user-generated and unverified.
    Smart Case Escalation & Feedback Tracking System - Complete Implementation Guide | Claude