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CRM Apps Lab™ Recurring Cases: automatically create new cases from existing ones

Easily create recurring cases that recur on a regular schedule.

Overview

Recurring Cases automatically creates new cases any number of days after a case is opened, closed or on any other date you choose. Cases recur until you decide to stop by removing the recurrence.

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  • Set cases to recur a number of days after the Close Date. This is ideal if you want to regularly plan new customer service activities after previous ones are completed (e.g. a case recurs a week after it is closed).

  • Set cases to recur a number of days after their Created Date. This is ideal if you want new cases to be generated for your customer service team to keep to a schedule (e.g. a case recurs each week, irrespective of the length of time to complete).

  • Set cases to recur a number of days after a Base Date. This is ideal if you want new cases to be generated on a custom schedule (e.g. a case recurs on 1st of month) that you can set using Process Builder, Workflows or Apex.

CRM SuperStars Recurring Cases makes it simple to automatically create new cases for your customer service team. New cases are created based on the Recurring Cases fields set on an existing case. You can easily stop the recurrence by removing value in the Recur Days field. Use Field Sets to specify which standard and custom fields copied across to the new case. Cases then recur with the field values of the case that triggered the recurrence. Check out the knowledge base URL for further technical details about the app. CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.

Categories

Business Needs
Customer Service
Agent Productivity
Admin & Developer Tools
Personas
Administrator
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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