Data Quality Helper Use Case Library

Filtered by case-management

All Data Quality Helper Use Case Library

USE CASE: Streamline Storage of Automated Emails Used by Salesforce

Data Quality Helper Use Case Library

Problem: Automatically generated and stored emails accumulate over time

Automated emails may be sent from Salesforce when a customer case is submitted to acknowledge receipt of the case. This ensures...

Case Management, data storage, Email, Data Quality Helper, data deletion, data deletion strategy, data governance

USE CASE: Mass Delete Old Emails, Auto-Responses & Case Email Messages

Data Quality Helper Use Case Library

Problem: Salesforce email conveniences can have a high cost (for data storage)

Did you know that old email messages can be one of the #1 Salesforce data storage consumers? Whether you are using Email...

Case Management, data storage, Email, Data Quality Helper, data deletion, data deletion strategy, data governance

USE CASE: Finding and Fixing Duplicate Cases in Salesforce

Detecting duplicate Cases

Problem: Users need to identify duplicate Cases and reconcile the data

Cases are important drivers of activity and repositories of information and progress within a business. Cases are usually...

Case, Case Management, Data Quality Helper, duplicate records, merging data

USE CASE: Prevent Missing Comments When Salesforce Case Is Escalated

Internal Comments about escalated Case

Problem: An escalated case offers no information on the reasons for escalation

When a Salesforce case gets escalated, the sense of urgency surrounding it goes up as well. New resources join the...

Case, Case Comment, Case Management, validation rules, Data Quality Helper

Data Quality Helper Use Case Library

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