Implemented SFDC Case Management for a Major Corporate Services Provider

Industry:

Corporate Services

Region:

USA

Technology:

Salesforce

The Business Challenge

Our client is a leading provider of corporate services to businesses across the world. The client wanted to implement Service Requests such as CLS Billing Service Request, E-billing Service Request, COA Service Request, and Rep Discount Service Request.

The Solution
  • Users can subscribe/unsubscribe to a Distribution List.
  • Admin to manage (make it active, inactive or create aliases for each DL) Distribution Lists.
  • Developed a functionality to attach documents to the cases.
The Benefits
  • Improved user interface for the distribution list.
  • Users can view all types of Salesforce records in the mobile app.
  • Admin can now manage Distribution Lists.

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