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This macro compiles a concise summary of customer cases in bullet-point format, focusing on critical details such as the issue, impact, and customer context.
It utilizes case fields like Case Number, Subject, Description, Priority, Status, Type, Origin, Customer details (Account/Contact), Created Date, and Assigned Owner to provide a clear, structured overview within a 200-word limit. Designed for efficient case review, it ensures stakeholders have quick access to essential information for faster resolution and decision-making. The macro supports manual execution, batch processing, list views, and Salesforce Flows, making it a flexible tool for streamlining case management and improving customer service operations.
Generates a concise bullet-point summary of customer cases, highlighting key details such as issue, impact, and relevant context, tailored for efficient review and communication.
