Turn a low daily rating into one management signal and a complete, read-only review.
Track
Communication & history
Phase
Feedback attention
Starts with
Submitted client feedback
Ends with
Complete review and period trend visible to management
A client submits a rating below four. Trailhead notifies authorized managers and exposes the complete review and Client Happiness context without creating a CRM case.
Submitted daily feedback contains at least one rating below four.
This is the key moment: the message names the client and lowest-rated category without exposing private contact data.
Owns the human action and verifies the visible result.
Preserves identity, state, and record boundaries.
Only the authorized client context and actions
Why: complete and verify the human part of the journey
Bounded client, trip, and workflow state
Why: enforce trusted boundaries
Client Care exposes feedback and trends; it does not create a CRM case or rewrite the CIS.