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Bill_Pomeroy Automatic Case Creation via object change
Hi Everyone,
Our company manufactures equipment that occasionally requires software updates. What we want to do is the following:
Intent: Create an automatic process that generates cases based on Customer Asset and Firmware Version.
Current setup:
Object named Firmware Version
Object named Firmware Update Available
E-mail Template - Software Update (includes Update Revision Notes, Update File, Instructions to implement)
Current Workflow:
Checks Object - Firmware Update Available and Verifies current Firmware Version < New Version Number
If True -> E-mail Notification sent out to customer(s) with attachments.
Task Created under Instrument that requests Service open a ticket.
What we need:
Case is created for each separate asset for each customer.
E-mail Template that is sent from case includes all relevant information and attachments.
Customers then respond to case (via email2case) that update is complete.
Roadblock:
No "Out of the Box" App that can generate a case from workflow, task, or asset.
Help Requested:
Does anyone have a visualforce or javascript they have used that does this? Alternately, can someone point me in the right direction to create this functionality?
what edition of salesforce do you have? enterprise or proffesional?
Warmest Regards,
Bill Pomeroy
Software Support Engineer
Spectro Inc.
1 Executive Dr
Chelmsford, MA. 01824
978-431-1115
Moving forward, please e-mail support@spectroinc.com to further expedite any questions you may have on SpectroTrack or any of our other products.
You have to implement apex trigger on object "Firmware Update Available".
There you will then check on every "Firmware Update Available" update.
And if conditions are OK, you will then create cases and create tasks.