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Laura Walker 28
Triggering a Case to be Opened
Would it be possible to have a case triggered from a call type from logging an activity?
Here's the issue. I want it automated where if a new client is having an issue, the sales person can log an activity with a certain call type which will then do 2 things :
1. Open a case
2. Send an automated email to 3 or 4 people.
Is it possible?
Here's the issue. I want it automated where if a new client is having an issue, the sales person can log an activity with a certain call type which will then do 2 things :
1. Open a case
2. Send an automated email to 3 or 4 people.
Is it possible?
1. First point in above scenario is possible using Trigger logic and,
2. For second requirement, we need to have the email id of the user's for triggering email alerts. Yes, we can implement this too.
Please let me know if you need assistance on this.
Thanks,
Gaurav
Email: gauravgarg.nmims@gmail.com
1. Sales person will log a activity on the Account object record? right?
2. are they creating Task or Event?
3. Once activity create based certain Call Type you want to create Case and Send email to certian group?
4. Do you want to email to Internal user or external user? If it external user then you should think about salesforce email limitation.
Based above question answer I can give you the best solution for your requirment.
Thanks,
Sathish P
1. Sales person will log a activity on the Account object record? right? Correct-
2. are they creating Task or Event? It would be a Task - "Log a call" and when they select a certain Call Result, it would trigger the case to open..
3. Once activity create based certain Call Type you want to create Case and Send email to certian group? Correct- When the activity is logged under the call result, a case would be opened and an automated email would go to 3 or 4 internal people.
4. Do you want to email to Internal user or external user? If it external user then you should think about salesforce email limitation. Internal
Please let me know if you have any question or any help
Hi Laura,
Trigger taskTrigger on Task (after insert){
List<case> caseListToInsert = new List<Case>();
for(Task t: Trigger.new){
Case c = new Case();
c.description = t.description;
c.subject = t.subject;
c.status = 'new';
c.origin = 'web';
caseListToInsert .add(c);
}
if(caseListToInsert != null && caseListToInsert.size() > 0)
insert caseListToInsert ;
}
Now, you need to create Workflow rule to trigger email alerts to the users.
Hope this will help you.
Thanks,
Gaurav
Email: gauravgarg.nmims@gmail.com