Hi Team!
I am relatively new to creating reports on Salesforce and there is an issue I am trying to quanitify. Essentially our workflow goes as follows for our support team
1. Every live web interaction creates a new case
2. The agent is expected to link this case back to the person account each time
As you can probably guess, this results in often having many cases created on one person account which makes for a diluted experience for our customers as people "hot potato" difficult issues.
My question:
Does anyone have experience creating a report wherein we can quantify how many cases are created on a person account? Ideally we would like to link our CSAT data to this as well to understand the impact.
I would love some advice on this as I am finding it difficult to conceive. Any help here would be amazing!
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