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Case Management Apps
Follow us @icsfdc
May 23rd, 2013
www.InternetCreations.com
@icsfdc
Agenda
1. Email to Case Premium
2. Case Merge Premium
3. Case Split
4. Case Flags
5. Internet Creations Labs
www.InternetCreations.com
@icsfdc
1. Email to Case Premium
○ Extends the basic functionality of Salesforce.com's standard
email to case.
○ Add a comment and send an email in one click
○ Inbound emails create clean Case Comments
○ Auto Create new Contacts
○ Canned Comments with Merge Fields
○ Email Loop Protection
○ Drag & Drop Attachments
○ Add To, CC, and BCC Recipients with type-ahead
search
www.InternetCreations.com
AppExchange Listing:
http://ic.force.com/e2cp
@icsfdc
2. Case Merge Premium
○ Enables authorized users to find duplicate Cases and merge
them together.
○ Duplicate Case Indicator
○ Automatically redirects inbound emails to the new
Case
○ Everything is archived
○ Merge your favorite fields
○ List view merging
www.InternetCreations.com
AppExchange Listing:
http://ic.force.com/cmp
3. Case Split
@icsfdc
○ Split unrelated issues into new Cases.
○ Easily move or clone data from an existing Case
to a newly created Case
○ Choose what's copied
○ Supports standard and custom objects
www.InternetCreations.com
AppExchange Listing:
http://ic.force.com/cs
@icsfdc
4. Case Flags
○ Monitor your organization's response times with Cases via
color coded flags.
○ Measure initial response time
○ Let flags age only during your business's hours of
operation.
○ Account-Specific Hours
www.InternetCreations.com
AppExchange Listing:
http://ic.force.com/cf
@icsfdc
Free Case Apps for Salesforce
○ From the development labs of Internet Creations:
○ Add Me as Case Team Member
○ Take Ownership for Cases
○ Change Case Ownership Plus
www.InternetCreations.com
http://www.internetcreations.com/labs/
@icsfdc
www.InternetCreations.com
Questions?
AppExchange: ic.force.com/appexchange
Facebook: Facebook.com/WeAccelerateService
Twitter: @icsfdc

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Salesforce Case Management Apps

  • 1. Case Management Apps Follow us @icsfdc May 23rd, 2013 www.InternetCreations.com
  • 2.
  • 3. @icsfdc Agenda 1. Email to Case Premium 2. Case Merge Premium 3. Case Split 4. Case Flags 5. Internet Creations Labs www.InternetCreations.com
  • 4. @icsfdc 1. Email to Case Premium ○ Extends the basic functionality of Salesforce.com's standard email to case. ○ Add a comment and send an email in one click ○ Inbound emails create clean Case Comments ○ Auto Create new Contacts ○ Canned Comments with Merge Fields ○ Email Loop Protection ○ Drag & Drop Attachments ○ Add To, CC, and BCC Recipients with type-ahead search www.InternetCreations.com AppExchange Listing: http://ic.force.com/e2cp
  • 5. @icsfdc 2. Case Merge Premium ○ Enables authorized users to find duplicate Cases and merge them together. ○ Duplicate Case Indicator ○ Automatically redirects inbound emails to the new Case ○ Everything is archived ○ Merge your favorite fields ○ List view merging www.InternetCreations.com AppExchange Listing: http://ic.force.com/cmp
  • 6. 3. Case Split @icsfdc ○ Split unrelated issues into new Cases. ○ Easily move or clone data from an existing Case to a newly created Case ○ Choose what's copied ○ Supports standard and custom objects www.InternetCreations.com AppExchange Listing: http://ic.force.com/cs
  • 7. @icsfdc 4. Case Flags ○ Monitor your organization's response times with Cases via color coded flags. ○ Measure initial response time ○ Let flags age only during your business's hours of operation. ○ Account-Specific Hours www.InternetCreations.com AppExchange Listing: http://ic.force.com/cf
  • 8. @icsfdc Free Case Apps for Salesforce ○ From the development labs of Internet Creations: ○ Add Me as Case Team Member ○ Take Ownership for Cases ○ Change Case Ownership Plus www.InternetCreations.com http://www.internetcreations.com/labs/