Implemented SFDC Case Management for a Major Corporate Services Provider
Industry:
Corporate Services
Region:
USA
Technology:
Salesforce
The Business Challenge
Our client is a leading provider of corporate services to businesses across the world. The client wanted to implement Service Requests such as CLS Billing Service Request, E-billing Service Request, COA Service Request, and Rep Discount Service Request.
The Solution
- Users can subscribe/unsubscribe to a Distribution List.
- Admin to manage (make it active, inactive or create aliases for each DL) Distribution Lists.
- Developed a functionality to attach documents to the cases.
The Benefits
- Improved user interface for the distribution list.
- Users can view all types of Salesforce records in the mobile app.
- Admin can now manage Distribution Lists.
