JB Case Scheduler
Schedule cases to be picked up in the future
Overview
JB Case Scheduler enables service agents to schedule a case for follow-up in the future. No need to create tasks or manually create reminders; just let JB Case Scheduler do its job and present the case at the time you set.
Handle scheduled activities consistently and reliably Schedule cases directly from the Case record page Fast scheduling, set the follow-up date-time to any moment in the future
Often, your customer service cases need follow-up in the future. Salesforce does not allow cases to resurface at a later time. JB Case Scheduler solves this problem. It enables service agents to schedule a case for follow-up in the future. No need to create tasks or manually create reminders; just let JB Case Scheduler do its job and present the case at the time you set. You can rely on the JB Case Scheduler to ensure consistent handling of planned case activity. Agents do not need to perform separate planning tasks and cannot forget or misplace follow-up cases. This means you can confidently live up to the promises you make to your customers.
Categories
- Business Needs
- ProductivityCustomer Service
- Personas
- Service Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile