Ask PT About Prioritizing Salesforce Open Cases Based on Open Tasks
Is there an easy way to show how many Tasks are left to be completed in an open Salesforce® Case? This would help us to manage resources better and ultimately be more productive as an organization. It also might prevent us from closing a Case before it’s truly complete.
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Whether the Cases are for internal issues or for satisfying customers, it is critical to efficiently manage their prompt and correct resolution. You can set up a quick, at-a-glance view of this information with Rollup Helper.
It is as simple as creating a custom number field for Cases, rolling up the data, and filtering the results. Then, because you have this new rollup, you can also create a validation rule that prevents the closing of Cases with open Tasks detected.