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daniel.boon
Helper ⭐️⭐️⭐️
February 10, 2021

Simplify your support workflow: escalate community posts to Cases in Salesforce 🤖

Related products:CC Integrations
  • February 10, 2021
  • 1 reply
  • 190 views
Simplify your support workflow: escalate community posts to Cases in Salesforce 🤖

Sometimes community questions can’t be solved by other community members, or even members of the community team. 

You can now quickly create Salesforce Support Cases from any community post, enabling you to save time, instead of manually submitting issues reported by your customers through the community (on a Case-by-Case basis, heh🙈).

After you set up the integration, all end-user-created topics and replies will gain a new ‘Create Salesforce case’ button in Control, via which you can effortlessly escalate the post to your Salesforce Support team’s inbox.

With this integration you can:

✅ Create a Salesforce case in Control directly from any community post.
✅ Navigate to the Case you created directly from the community post in Control.

Learn more about how to set up the integration:

You can enable the integration yourself via Control → Integrations → Apps. If you already have the Salesforce CRM integration set up, then all you need to do is turn on the toggle!

1 reply

m4rc
Helper ⭐️
February 11, 2021

Nice! Sounds really useful. Cheers @daniel.boon :thumbsup: