Thank you for downloading this macro. Please refer to our knowledge base on how to import the macro.
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.
Thank you for downloading this macro. Please refer to our knowledge base on how to import the macro.