function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Steve HuseSteve Huse 

Auto case creation in PE?

Hi All,

 

We're using PE with Workflow and API enabled.  Until now we've found work-arounds for each PE limitation we've hit, but I'm struggling with this one.

 

We need a case to be automatically created when an opp is closed won.  I'm aware this is quite easily achieved with an Apex trigger in EE, but does anyone know of any work-arounds to achieve it in PE?

 

Thanks in advance.

 

Regards


Steve

AdrianCCAdrianCC

Hello Steve,

 

I'm a little confuse about what API enabled means. If you can give me a link to see what it does I'd appreciate it.

 

Okay, so, what I want to know is if you have access to email services. My idea is to have a workflow on the Oppty that fires when StageName = 'Closed Won' and has an email action. The email will send the Oppty id(that's all you need to get all the info on that oppty) to a custom apex email service, an apex class. :)

This class would verify if another case has been created for that oppty and if not create it. 

IF it works it's kinda like scratching your left ear with your right hand :), but hey! who cares, if works!!

 

Regards,

Adrian