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Brendon Conley
How do you create a specific number of cases per month?
The use case here is that we utilize writers who need to push a certain amount of content for various clients each month. We're trying to implement cases for the first time so we have some visibility on the status of the work, but there's a lot of clients and there's a LOT of articles that need to be done per client. Each of the clients may be on a different plan, and each plan would be given a specific number of articles to be written.
How would you approach this?
- Check a specific field in an "account" record
- If the field is one value, the customer needs a certain number of cases opened for them each month with due dates spread out throughout the month. If the field is a different value, they need a different number of cases opened for them each month.
How would you approach this?
This requires coding and something like below would work for you.
Create a trigger on Account as below
Create a Apex class as below
Hope this helps ...!!!
Note: Above code requires thorough validations ....!!!
Please mark as best answer if the above code helps ...!!!