GSPANN’s team partnered with the client in enhancing the case management system on Salesforce Service Cloud.
Our team performed the following key tasks:
- Created new macros for automatically updating the case properties.
- Enhanced the email-to-case feature that automatically converts email queries into cases.
- Streamlined the case management workflow and process builders on Salesforce Service Cloud.
- Customized the interface used by the agents to ease data access.
- Enhanced web-to-case forms that capture information from the website and automatically create new cases on Salesforce.
We developed Apex schedule jobs that run daily and delete more than 180 days old unwanted marketing campaign data automatically. This helps in saving cost and ensuring smooth operations, since Salesforce Service Cloud has license-based data usage restrictions.