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Suresh Kumar 34
if ‘Account Next Steps Check’ is checked and ‘Account Next Step’ contains value then ‘ Account Next Steps’ should be copied in to ‘Case Next Steps ‘ of Case object.
Hi guys,
Please help me out how to do this.
Create a Long Text Area field ‘Account Next Steps ‘and a Checkbox ‘Account Next Steps Check’ on Account object.
Create a Long Text Area ‘Case Next Steps ‘ on Case object.
if ‘Account Next Steps Check’ is checked and ‘Account Next Step’ contains value then ‘ Account Next Steps’ should be copied in to ‘Case Next Steps ‘ of Case object.
Create a Picklist field ‘Microsoft priority’ on case object(Picklist values : 1,2,3,None)For all Microsoft cases(ie. Account contains Microsoft) the Microsoft Priority field should be required
If Microsoft priority is 2 , the ‘Post Mortern ‘ checkbox should be checked. If the ‘Post Mortern’ checkbox remains unchecked 10 days after case status is set to Closed, a remainder email should be send to the contact email id.
If Microsoft priority is 1 change the case status to working and create a new task.
Please help me out how to do this.
Create a Long Text Area field ‘Account Next Steps ‘and a Checkbox ‘Account Next Steps Check’ on Account object.
Create a Long Text Area ‘Case Next Steps ‘ on Case object.
if ‘Account Next Steps Check’ is checked and ‘Account Next Step’ contains value then ‘ Account Next Steps’ should be copied in to ‘Case Next Steps ‘ of Case object.
Create a Picklist field ‘Microsoft priority’ on case object(Picklist values : 1,2,3,None)For all Microsoft cases(ie. Account contains Microsoft) the Microsoft Priority field should be required
If Microsoft priority is 2 , the ‘Post Mortern ‘ checkbox should be checked. If the ‘Post Mortern’ checkbox remains unchecked 10 days after case status is set to Closed, a remainder email should be send to the contact email id.
If Microsoft priority is 1 change the case status to working and create a new task.
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