Alert icon
We're changing our privacy policy. This stuff matters.  Learn more  Dismiss

Advanced Case Workflow - Salesforce Summer '09

Loading...

Sign in or sign up now!
Alert icon
Upgrade to the latest Flash Player for improved playback performance. Upgrade now or more info.
4,023
Loading...
Alert icon
Sign in or sign up now!
Alert icon

Uploaded by on May 7, 2009

In Summer 09, we enhanced workflow functionality on cases so you can deliver even faster service. In addition to automatically updating fields based on a change in case comments, you can fire off an email alert so the right person is immediately notified.

Category:

Science & Technology

Tags:

License:

Standard YouTube License

  • likes, 0 dislikes

Link to this comment:

Share to:
see all

All Comments (3)

Sign In or Sign Up now to post a comment!
  • Salesforce lets you add both public (customer facing) and private case comments to a case for situations like this.

    This new functionality lets you drive workflow based off of those comments. One example is that you can automatically send an email to a customer after adding comments. That email can contain whatever you want...the case comments, or anything else.

  • Train your staff...it's not rocket science. Software apps don't replace common sense. Or have an internal only comments section.

  • "Customer called back and was rude and demanded to speak to a supervisor. I attempted to explain how to fix his issue but he hung up and called back 3 times, hanging up each time."

    --> You sure you would want comments to be fired off to the customer? Imagine the blow-back from that common case comments usage! I'm sure this functionality (advanced case workflow) isn't limited to this scenario, but a rather poor example, IMO.

Loading...

Alert icon
0 / 00Unsaved Playlist Return to active list
    1. Your queue is empty. Add videos to your queue using this button:
      or sign in to load a different list.
    Loading...Loading...Saving...
    • Clear all videos from this list
    • Learn more