WeDid: Salesforce Managing Customer’s Entitlement

Challenges The customer would like to implement SLA to all the accounts in Salesforce so that they can better deliver their support services to the clients. For example: The first response by the support engineer should be sent within the 1st hour from a case being created The second response should be sent within 12…

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WeDid: Salesforce License Key Automation

Challenges The user has to manually assign license keys to the related software in Opportunity Line Item whenever the opportunities are closed as won. The process involves users going into the license keys object and look for the available license key. They have to manually populate the software info into the assigned license key records…

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WeDid: Salesforce Automating Record Sharing Based On Dynamic User Field Value

Challenges Case sharing rules are set to private. The customer would like to share it with specific users based on a User Lookup field.   Solutions: Create a trigger that automatically adds the User into CaseShare (Manual Sharing Rules). The solution must also cover the following scenarios: When the User Lookup field is changed from…

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