Create escalation from Technology Account 360 view

task brazil Updated Sep 10, 2026 1 min read create-escalation-technology-account-360-view.md
Raw file servicenow.com

Create an escalation after analyzing the customer account data in the Technology Account 360 view.

Before you begin

Role required: sn_acct_lc.customer_success_agent, sn_ind_tsm_sdwan.app_eng

Procedure

  1. Navigate to Workspaces > Service Operations Workspace.

  2. Select the list icon ([Omitted image "icon-list.png"] Alt text: List Icon.)

  3. Navigate to Accounts > All.

  4. In the Accounts list, select a customer account.

    Note: You can also access this view by selecting a company (account) name account inside the various incident lists or within the incident form in Service Operations Workspace.

  5. Select Create, and then select Escalation from the drop-down list.

  6. On the Escalation form, fill in the fields.

    For more information about the fields, see Escalate a case or an account.

  7. Select Save.

Parent Topic:Reviewing customer or partner accounts

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