AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Case + File Upload

Helps end users to create a case and attach a file without switching screen

Overview

  • Create a case and attach a file quickly.

  • Customize your own fields according to your needs.

  • Place the flow anywhere you need.

With this application, end users will be able to create cases and attach files without switching screens in a single transaction. Also this flow can be placed anywhere in Salesforce including community portal pages.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

More from VISEO

  • by VISEO
    Images for Salesforce helps you go Mobile & Social. Capture evidence as pictures or video of your leads, account, opportunities, cases and campaigns. Upload them into Salesforce in simple steps. Make the iPhone and iPad your best sales tool through Images
  • by VISEO
    No Ratings
    This application focuses on end-users, and it helps them to generate orders from a quote through a button, visually and easily.
  • by VISEO
    No Ratings
    Do you need quotes based on professional hours? The Professional Service Hours Quote component could be your best option if you need quotes not related to any record, basically a quick start. In only one view get the profit margin, cost and total.
  • by VISEO
    No Ratings
    This functionality will allow you to identify email responses received in cases that have already been closed.
  • by VISEO
    VISEO supports companies in all sectors in the operational implementation of their customer-centric digital revolution thanks to the power of the Salesforce platform.
  • by VISEO
    No Ratings
    Users change Accounts' addresses but most often forget to update Contacts' addresses as well. This customizable flow will allow you to replicate an Account's Billing Address to the Account's related Contacts' Mailing Address, on your own terms