salesforce admin hack series: case object
DESCRIPTION
Michael Farrington and Jarrod Kingston share some great ways to hack the Salesforce Case object.TRANSCRIPT
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Salesforce Admin Hack Series:Case Object
#sfHacks
Salesforce Admin Hack Series:Case Object
#sfHacks
Welcome!
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@michaelforce@ringlead
@jarrodmichael@appirio
Michael FarringtonChief Product Officer, RingLeadFounder, Qandor
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About
RingLead creates easy-to-use yet powerful applications that will make your customer and
prospect database much, much better.
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Duplicate Removal & Prevention
Normalization
Data Enrichment
Unique Web-to-Lead
Unique Upload
Diver
Data Shield
Profiler
Company Search
Contact Capture
Unique Entry
Data Cleanse
Complete Data Quality SuiteWe offer a full suite of data quality applications.
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Case Comment Tracking Fields
Objective: Store important dates such as “First Comment
Date” and “Last Comment Date”
Shout out to Jason Paquette@paquettejason
Secret: You can create workflow on the “Case Comment”
(and “Email Message”) objects
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Neglect Flag
Objective: An image field to flag cases that have sat
without a comment for too long
Secret: http://www.salesforcefast.com/2010/10/hidden-
images-available-on-salesforce.html
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Shout out to Amber Neill Boaz@amber9904
Send Email to Foreign Web Submitter
Objective: Case is submitted via Web-to-Case from
person not in your Contacts, you want to send them
email from within Salesforce.
Secret: Two-fold: you don’t have to have anyone in the
“To:” of an email sent from Salesforce, and you can put
any email address you want in the “Additional To:”.
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/_ui/core/email/author/EmailAuthor?p3_lkid={!Case.Id}&retURL=%2F{!Case.Id}&p2_lkid={!Case.ContactId}&p2_lktp=003&p24={!if(ISNULL(Case.ContactId),Case.SuppliedEmail,'')}
Jarrod KingstonBusiness Analyst, Appirio
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© 2013 Appirio, Inc. - Confidential
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Quick Email Links
Objective: Give service agent ability to quickly send a
commonly used email response to case contact.
Example: Service agent needs to quickly send solution
tied to case or case check-in using standard email
templates.
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Shout out to Bill Greenhaw@Bill_Greenhaw
Case Re-Open Count
Objective: Track how many times a Case has been
reopened by the customer. Helps track service team
efficiency.
Example: A service manager wants to track the average amount of times cases are reopened.
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Shout out to Joshua Titus@aviao008
“Take Ownership” Button
Objective: Give service agent easy way to take ownership
of a Case.
Example: Service agent is working a queue and needs to
quickly take ownership of the case.
Shout out to Jason Paquette@paquettejason
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Come to our Dreamforce Session
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Top 10 Salesforce Admin HacksTuesday, November 19th3:30 PM - 4:30 PMThe Westin St. FrancisGrand Ballroom
Visit us in the Expo Hall
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West507
North2302
Questions? Comments?
@michaelforce @jarrodmichael
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