How to Manage your Customer Case with Salesforce Automation?
Have you got tired of managing those customer cases manually? Don’t worry, we have got you covered! Now you can Manage Customer Case with Salesforce Automation and link your contact case with its appropriate account whether you created it on Opportunity or any other field.
Managing customer cases in Salesforce has just become easier! With this powerful solution, you will be able to manage those customer cases in Salesforce easily. Want to learn how? See the solution below.
With this, you will be able to link the NPI cases automatically to its Account, Opportunity, and Quote records. Hence, this solution makes the job of a Salesforce user much easier as it is quick and efficient.
Description
When a user enters the NPI case from an Opportunity, Quote record, the fields on new case :AccountId, Opportuinity Name, Quote will be auto populated.
Conclusion
This powerful solution is here to make your business processes easier. We hope that you liked this blog. We will come up with more such blogs for you next week. If you try out this solution, then do share your valuable experiences with us. Also, if you want to get your hands on any Salesforce Services, our Salesforce developers can help. Click here to book your demo call today!
Till then, Happy Learning! 🙂
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