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Case Split: Resolve Cases Efficiently
Separate unrelated issues into their own cases
- Industries
- Horizontal Product
- Business Need
- Customer ServiceAgent ProductivityCase Management
- Requires
- None
- Compatible With
- Sales CloudService CloudGovernment Cloud
Case Split is a Salesforce-native app that automatically keeps threads clean by moving secondary issues and their context into new, separate cases. Increase service rep productivity and improve the quality of your case data. Install free 14-day trial now!
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Showing 10 of 13 Reviews
Case-Split is a time saver
It's not uncommon for our business to have a case submitted that contains multiple issues, which involves multiple teams/people. Being able to "split" a case and create an additional one based on the original data is very helpful. Having the ability to include attachments and email is even better. One suggestion: Allow it to work differently for different case record types. Thanks for all of the time savings!
Makes it easy to move emails from one case to another
Our business teams often have to separate out emails from one case into a separate case, either new or existing. Case Split makes it easy for them to do so. We've been using it for years, and I've never heard anyone say a negative word about it.
Case split simplifies
Case Split is great, although we don't have to use too often. When we do if we are working with a customer on an issue and during the troubleshooting we discover an entirely separate issue, case split allows us to continue with the case and not have to create a whole new case and populating customer data again.
Easy to use and very effective
We recently added Case Split and have not looked back. We commonly receive cases from clients that require more than one resource. Instead of passing cases around or creating child cases, we can split one case into as many cases as needed all from one simple screen. We have seen an immediate time savings return. Highly recommend!
Great time saver
This app provides functionality that Salesforce was lacking around splitting issues into separate cases.
Time Saver
Our customer care team uses email-to-cases on daily basis to receive issues from Customers. A Customer issue might involve with multiple teams hence we opted to use this app which eases customer care job to split cases and assign it to different teams instead of manually creating it. We recently added latest Lightning components to Case record page which came through the update and users feel that the features coming through this update really helping them. As an admin, Configuration is very simple through setup wizard and guided Documentation. I highly recommend this app.
Practical little helper
Really helpful to split cases with multiple topics into different sub-cases. It's easy to use, setup is seamless and the vendor support is good!
Works as advertised
Works as advertised
Time saver and improved case metrics
This product takes the hassle out of creating new cases when your customer lumps multiple issues into one case or responds back to a resolved case with a new issue. Not only is it easy to use, but case metrics and issue tracking are so much better after using this product. I would highly recommend it and your support agents will thank you.
Huge Time Saver + Helps Keep Metrics Accurate!!
Love this app! We've been using this app since 2016 (along with there other sister app - Case Merge). Configuration is super easy and quick to do. They have a setup wizard to walk you through and its done in just a few clicks. We track our case resolution times and this app was a life saver in that regard. Often times what happens is a customer's issue is resolved and the case is solved but then they reply with a totally unrelated issue to re-open the case. Previously, our agents were having to reply to customers and ask them to send a new email to our support address with their new issue. Now, our agents can split the new issue off into a new case in just a few clicks. Preserving the case resolution times and also not having to inconvenience the customer to send a new email in! I highly recommend both this app - Case Split as well as their sister app - Case Merge!
Thank you for sharing how Case Split helps your teams handle complex multi-issue cases. Your feedback on record types is very valuable as we work on improving the product. I will reach out to you personally to discuss your use case, as selecting record types presents some interesting challenges. Also, thank you for being such a great customer!