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WTK
Message Edited by WTK on 04-10-2008 09:18 AM
How can SF automatically create a task after a case is created ?
One of my clients is requesting that my Call Center agent places a call to the client to update on the status of a case. This needs to happen 2hrs after the case is created.
I don't want my agents to have to create a reminder task that pops up after 2hrs as that involves a manual intervention and adoption might not be where I want it to be.
In short - Agent creates new case - system adds a task for the case owner to call the contact after 2 hrs- after 2hrs the reminder window pops up requesting to make the call. - agent makes call and call is logged.
Thanks !!
Message Edited by WTK on 04-10-2008 09:18 AM
Rule Detail
Workflow Actions
Time-Dependent Workflow Actions:
Workflow Task Detail
What does the Workflow Queue show? This is available in Admin Setup, Monitoring, Workflow Queue.
I do see some of these tasks in the queue, thanks for that hint.
I did chose "does not contain closed" as we have several status of closed based on who closed a case. We also have various types of states that are not named "open" e.g. pending, dispatched etc.