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Case Split: Resolve Cases Efficiently

Separate unrelated issues into their own cases

Starting at $10   USD/user/month

Discounts available for nonprofits

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Industries
Horizontal Product
Business Need
Customer Service
Agent Productivity
Case Management
Requires
None
Compatible With
Sales Cloud
Service Cloud
Government Cloud

Highlights

🟣 One Issue Per Case Eliminate scope creep by keeping every case focused on a single issue. Communication threads stay shorter, cleaner, and easier to resolve.

🟣 Metrics You Can Trust Resolution time, handle time, and SLA attainment reflect actual performance when each case tracks one issue.

🟣 AI Readiness Clean, single-issue case records give Agentforce and AI Agents the focused context they need to deliver accurate, reliable answers.

🟣 Data Governance Split cases link back to the original case, so the audit trail holds. Full visibility into what was split, where it went, and what moved with it.

🟣 Control What Moves Choose which emails, attachments, case comments, case team members, and custom objects are copied to the new case. Configure whether originals are preserved or deleted after splitting.

🟣 Multiple Streams of Work Teams run quotes, escalations, and billing on the case object. When parallel work lives on one case, SLAs and ownership get tangled. Case Split gives each stream its own case, owner, and SLA, linked back to the original.

🟣 Split From Anywhere 100% Salesforce native. Reps can split cases from anywhere in your org without switching screens.

🟣 Split Into New or Existing Cases Split into a brand-new case or into an existing case that's already in progress. Set the owner, contact, subject, and other field values during the split.

🟣 Flexible Configuration Admins control which related objects can be copied to the new case and which users have access to split.

Provider Details

Vicasso
Hamilton, NJ, United States
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
1996
Phone
+1 609.570.7200

Resolve cases faster, at lower cost, on cleaner data. Vicasso builds native Agentforce Service solutions that help service and support teams run leaner as their workforce becomes part human, part AI agent. We started as a Salesforce customer in 2004, hit the same service gaps you're hitting now, and built our way out of them. That made us a Salesforce partner in 2009, and since then we've built service technology exclusively for the Salesforce Platform. It's all we do. Our solutions are counted on by service leaders, contact centers, and Salesforce-certified experts across 25+ countries and every Salesforce release. Behind them stands a team of in-house, onshore experts with the proof to back it up: an NPS of 92, 500+ 5-star reviews on the Salesforce AgentExchange, and millions in cost savings for our customers. Book a demo to see how we accelerate service for the AI era: https://www.vicasso.com/demo

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

14-day free trial. $1,800 contract minimum includes 15 users. Contact us to discuss pricing details for Service Experience Suite, bundling, volume, and term. Call +1 609.570.7200.

Case Split

$10 USD/user/month

Free trial available for 14 days

Lowest Starting Price

Guided Setup

$1,175 USD/org/one-time payment

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