by Mike Walsh | Jul 9, 2015 | Blog, Salesforce-Apps-AppExchange
If your team uses the Salesforce Service Cloud to manage internal or client support requests, you know how easy it is to receive, manage, and resolve challenging issues in record time. But with the ease of creating Cases through email and portal, duplicates can become a serious problem and slow the process of closing tickets. Communications get lost, follow-ups are missed, and no one is happy. Wouldn’t it be great if there was an easy way to find duplicate Cases and merge them together to ensure nothing falls through the cracks? Case Merge Solution has you covered.
“Case Merge Solution” enables authorized users to find duplicate cases on the basis of subject and merge them, Child objects such as comments, attachments , emails are cloned to master case and the duplicate case status is changed to Closed as Duplicate.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Nov 18, 2013 | Blog, Salesforce-Apps-AppExchange
If your company has a strong Social Media presence, you no doubt will be getting compliments (and sometimes complaints) about your business on Twitter, Facebook, and elsewhere. Meanwhile, your statuses and pictures and blog posts are probably making their rounds and shedding light on countless potential new leads. Adding all those cases and leads to Salesforce could take you hours of copying and pasting, but now with Salesforce for Hootsuite, it’s all just a click away.
Hootsuite is a web application built with the Social Media power user in mind, and offers many ways to help you get a constant 360 view on all your social channels. Adding their Salesforce app gives you the ability to quickly add and update records straight to Salesforce without ever leaving your dashboard.
- Create new Leads from Twitter and Facebook social profiles.
- Create Cases from Twitter and Facebook messages.
- Update information for existing Lead records.
- Lookup records in Salesforce based on social profile data.
Check out Salesforce for Hootsuite today, and use it to enter all your new #df13 connections (that’s Dreamforce ’13, in case you’re lost)! On that note, the CloudMyBiz team will be clouding around at Dreamforce this week. We’d love to say hello to our Tip of the Week fans!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
