Hey all!

Here's my scenario:

Our customers are at specific web sites.  When they report an issue, they can (and often do) report the issue as occuring on MORE than their own site.

Currently, cases are automatically associated to the account that the contact is associated to.  But we need to be able to do essentially 2 things:

1. I don't want to break the contact/account relationship, but I need a way to identify that the issue being reported is NOT necessarily being reported for that Account record.

2. I need to enable the ability to attribute the case to more than one account record at a time.  Parent/Child accounts is not enough, as often the issue could be reported on 2 of the say 15 sites that are child accounts to the parent.

What I think I need is a "Lookup Field/Multi-Select Picklist".

My vision for the field is that it would allow support agents here to select from a list of values, populated from a custom field we created in every account recor.  They would need to be able to select 1 or more values in this field.

Thanks in advance for any help!

Hey all!

Here's my scenario:

Our customers are at specific web sites.  When they report an issue, they can (and often do) report the issue as occuring on MORE than their own site.

Currently, cases are automatically associated to the account that the contact is associated to.  But we need to be able to do essentially 2 things:

1. I don't want to break the contact/account relationship, but I need a way to identify that the issue being reported is NOT necessarily being reported for that Account record.

2. I need to enable the ability to attribute the case to more than one account record at a time.  Parent/Child accounts is not enough, as often the issue could be reported on 2 of the say 15 sites that are child accounts to the parent.

What I think I need is a "Lookup Field/Multi-Select Picklist".

My vision for the field is that it would allow support agents here to select from a list of values, populated from a custom field we created in every account recor.  They would need to be able to select 1 or more values in this field.

Thanks in advance for any help!

I already created the button called "Take Case"

It was requested to do 2 things:

1. Assign the current user who clicked on it as the "Case Owner" - I figured this part out.
2. Take the current user to the edit page for the case record. - I'm stuck on this.

It is a detail page button, that is executing javascript on click. 

Hi all!  I am very new to the Salesforce world and am looking for a little help (you'll see more posts from me...count on it!)

My current inquiry is this:

I want the status of a support desk case to change to "Assigned" any time a support agent (or assignement rule) changes the  "Assignment Group" (a Custom Field) to anything other than "None".

Is this best handled by an APEX trigger?  If so, where's the best place to start looking for APEX development documentation. 

Thanks for any help you all can provide!

Hey all!

Here's my scenario:

Our customers are at specific web sites.  When they report an issue, they can (and often do) report the issue as occuring on MORE than their own site.

Currently, cases are automatically associated to the account that the contact is associated to.  But we need to be able to do essentially 2 things:

1. I don't want to break the contact/account relationship, but I need a way to identify that the issue being reported is NOT necessarily being reported for that Account record.

2. I need to enable the ability to attribute the case to more than one account record at a time.  Parent/Child accounts is not enough, as often the issue could be reported on 2 of the say 15 sites that are child accounts to the parent.

What I think I need is a "Lookup Field/Multi-Select Picklist".

My vision for the field is that it would allow support agents here to select from a list of values, populated from a custom field we created in every account recor.  They would need to be able to select 1 or more values in this field.

Thanks in advance for any help!

Hello

I'm a very new in all the salesforce business

i'm trying to make a new button in the account that will open me a new task with some data in the fields

Someone can help me ?

Thanks

Elad

I already created the button called "Take Case"

It was requested to do 2 things:

1. Assign the current user who clicked on it as the "Case Owner" - I figured this part out.
2. Take the current user to the edit page for the case record. - I'm stuck on this.

It is a detail page button, that is executing javascript on click. 

Hi all!  I am very new to the Salesforce world and am looking for a little help (you'll see more posts from me...count on it!)

My current inquiry is this:

I want the status of a support desk case to change to "Assigned" any time a support agent (or assignement rule) changes the  "Assignment Group" (a Custom Field) to anything other than "None".

Is this best handled by an APEX trigger?  If so, where's the best place to start looking for APEX development documentation. 

Thanks for any help you all can provide!

We need to implement a simple case tracking system using Salesforce. The cases are updated by non-Salesforce users. There are several routes to accomplish this, however, in every case there is an important piece of the puzzle is missing.

In Setup - Case - Email-to-Case there is a column called "Email Services Address." You can send email to Salesforce using computer-assigned e-mail address in that column. So, instead of using the Email-to-Case agent to poll your own email accounts, you can send them directly to Salesforce now. This used in every scenario below.

For proper automation, there are to things to consider: routing and tracking

1. Route the messages “from” Salesforce to the user will reply “to” Salesforce

2. Track the case email and responses

When sending a new email from a case, Salesforce inserts a string that looks like [ ref:00DSDITt.500ShQ5G:ref ] in the subject and body. You can't see this, but this is the Case.Thread_Id value. It may not be documented but you can use this value in e-mail templates to provide tracking for responses. You can use this feature when sending emails other ways (from work flow for example. Just include the Case.Thread_Id in the e-mail template.

With the presents of the Thread_Id, all of the sudden, responses with this ID sent to email-to-case will get filed properly. You may have to look for the response though. Open the case, move down to activity history, click on the email, read the top where it says “Click here to view the associated Email Message”. With some basic training anyone can make this work.

Auto-Response (least complicated)

1. Create an email template contain {!Case.Thread_Id}. In this case, is not added by default.

2. Create a setup – case – auto-response rule setting the “from” with the Salesforce email address assigned in the email-to-case above. Assign the template you created above.

This almost solves both problems (routing and tracking). The problem is in the very beginning of the routing. The auto-response rule does not allow you to set the “To.” Only the user that created the case gets the email. There is no way to deliver the email to the intended recipients. The Case Support Settings are generic and will not solve the problem either. You can't simply forward the email either because the recipient will reply sending the message back to you and not the case.

Work-Flow (more steps)

In setup – create – work flow, setup the rule and email alert to send to an additional (up to 5) email address. Here you can use the Sandbox to put your own e-mail there. Again, use the e-mail template with the {!Case.Thread_Id} in it. Now the “To” can be set (forget about using CC until this is fixed except now “From” is a problem. The From is the case creator or even worse a no-reply address from Salesforce (see case support setting). This breaks the loop and email-to-case will not receive any replies.

Work flows are flexible, so Salesforce should add the ability to define CC and From fields here. That enhancement should give the biggest bang for the buck.

This is my post, it address the CC, BCC, and the From / Reply-To. Please comment and promote, but come back, I'm not through:

   http://ideas.salesforce.com/article/show/10092421 (new window)

APEX (even more steps)

The Sandbox allows the creation of a trigger. No need for external programs now to create and update the code ;-) ... This falls short in two way parts:

1. You can only set reply-to, you can't set “from” .. Reply-to can be ignored by mail clients.

2. Case.Thread_Id is not available

3. Email templates tied to cases are not implemented

There is a nice editor now that allows you to create and update apex code without external programs. It is only available in the Sandbox. With this we can trigger and send an email in a new case trigger.

1. You can set the reply-to but you can't set the from. It is still common that e-mail clients ignore the reply-to and sent the reply to the “from” address. This can break the loop at the worst possible time (when your not looking). I don't like this at all.

2. Yes, we can set the TO – fantastic

3. No, can not use a template with Case.Thread_Id because the required target object must be “Only Users, Contact or Lead allowed for targetObjectId”"

4. Salesforce does not detect and replace the field in the message either:
   mail.setPlainTextBody('RxStrategies does not recognize this transaction. ' + '{!Case.Thread_Id}.');