#Case Management1 debatiendo

🎬 Automate Salesforce with n8n: Instant Sentiment Analysis on New Cases using OpenAI 

In this video, you'll learn how to easily build powerful automation between Salesforce and n8n in minutes! I will walk you through a practical use case: automatically analyzing the sentiment of new Salesforce cases using OpenAI. 

Here's how it works: 

🌟 When a new case is created in Salesforce, n8n will instantly trigger a workflow. 

🌟 This workflow will pull key details from the Salesforce case record. 

🌟 n8n will then send this information to OpenAI to perform custom sentiment analysis, determining if the customer is happy or unhappy. 

🌟 Based on the sentiment analysis results, n8n can automatically trigger follow-up actions, such as sending targeted emails. 

This video demonstrates the incredible power of combining Salesforce and n8n to create efficient and intelligent automation workflows quickly and easily. See how you can leverage these tools to enhance your customer service and streamline your processes. 

https://youtu.be/XGMUfBkoIhM

Hello Ohana!

Any Salesforce Admins here working at a Law Firm willing to share how Legal Case Management is set up for them? 

We are currently using Salesforce for fundraising, and thinking of expanding to the Legal part of the Organization, and I am debating on how to go about it! 

Would love to chat! :)

#Case Management  #Law Firm

Hello! Does Nonprofit Cloud for Programs come with out-of-the-box reports and dashboards at this time? I see that in late 2023 it did not. 

Case Viewers

To prevent multiple users from working on and updating the same case simultaneously, we can create an Aura component that displays the viewers of a case, showing their profile images along with their names when hovering over the image.

How does this component work?

1. When a case record is loaded, it captures the current user's ID and stores it in a Long Text Area field (with a 131,072 character limit) as a comma-separated list.
2. Once the user closes the case record console tab, their ID is removed from the field.
   • You can refer to the tab close event documentation for details on handling this in Aura components.
3. By default, the component will be hidden on the record page. However, when there is more than one user viewing the case, the component will display the profile image and name of the other user. For example, if both you and another person are viewing the case:
   • For the other person, it will show your profile image and name. 
   • For you, it will show the other person’s profile image and name.
4. Each time the field is updated, a platform event is published through a case trigger, which is then subscribed to by the Aura component.
5. The component uses the platform event data to display the user information of those viewing the case.

Code posted below.

#Service Cloud  #Case Management  #Cases View  #Case Views

Hello Trailblazers,

I wanted to get some insight from the community around how to potentially solve for this issue. I want to use the case object to meet a primary business requirement. However, cases are already being used, and will not create a custom object to mimic the behavior of the case object. Essentially, I need the ability to associate or route an entity to a Case. I'm considering using Case hierarchies, but wanted to know if you all can provide some additional insight on this. 

Here's the scenario: Using email to case, two types of entities come into the system. One is a Memo, which are essentially routed to a Case based on the business process and Cases are used for a completely separate business process. I know that using case record types could solve for this issue, but the main issue that I'm trying to solve is to associate a type of a case with another case without having to create a standard object. Lastly, I am considering leveraging a standard object to make this association as well. 

Thanks

#Case Management     

#Trailhead Challenges #CRM Configuration 

Hello Folks,

Does anyone know what functionality of Salesforce platform should I use for the following scenarios ( process builder, email to case.. ) Thanks in advance! :)

1. Given a request comes in through email when customer is identified based on the email address, then link customer (i.e. contact and related account) to case  

2. Given a request comes in through phone when customer is identified based on the phone number, then link customer (i.e. contact and related account) to case

I have many cases I have to oversee on a daily bases, I am constantly creating and  assigning new tasks to my team. 

Whenever one of my teammembers completes a task I need to know this in order to notify the customer. 

Is there a way you can enable, when a task is marked complete and associated to a case, the task completed shows up as task completed in the case feed?

#Service Cloud

Hi Community, 

I am looking to optimize case management using a more agile methodology and not necessarily an ITSM framework. Can anyone share their ideas or current best practices for optimizing case management, maintaining case load, and keeping a short backlog? I know Agile Accelerator is out there, but that is a little more than we need for the time and effort of 75% of our cases. So I was looking for something 

#Case Object #Case Management #Service Cloudmore in the middle of what's OOTB Salesforce Case Management and some new fields or workflows I can implement into Cases. Any ideas/suggestions welcome!!

Thank you!

Hey Trailblazer Community! 

I am researching ways to collect KPI's for case management for the internal Salesforce Admin Team. Wanted to see if anyone here would be willing to share their ideas or experiences in tracking the team's efforts.

We have looked into Agile Accelerator but that may not fit the need for smaller cases that are not projects. We also have installed Case Age to track how long a case was in a particular status for.

Anything would be helpful. T

#Salesforce Admin #Case Management #Analytics hank you!!!

To recognize #WorldRefugeeDay this month, we shall be hosting a #Webinar to hear how RefugePoint is improving self-reliance for refugees. Mr. Paul Karanja will be sharing how the humanitarian aid organization uses #Mobile and #CloudTechnology to identify refugees in need, direct critical services through a #CaseManagement approach, and ultimately help refugees gain long-term self-reliance. Hope you can join us.

DATE: Thursday, June 17

TIME: 10a EST / 2p BST / 5p EAT

LINK TO REGISTER:

http://www2.taroworks.org/refugee-case-management

www2.taroworks.org