Sneak Peak: Web-to-Case Asst 2.0
It’s been nearly 2 years since we first released our Web-to-Case Asst for AppExchange. The initial product was designed to reduce the number of steps it takes for a call center employee to reply to a Web-to-Case submission in salesforce.com. Web-to-Case asst did this by automatically searching salesforce.com for Contact records that match the name and phone number submitted to your web form, then relating the Case record to the appropriate contact. If no contact was found, it created one for you and related the Case record to the new Contact. All this happened automatically as soon as your employee viewed that Case in salesforce.com. Well, after hundreds of installations and rave reviews, MK Partners is happy to announce a major upgrade to the product.
Web-to-Case Asst 2.0 has been rewritten from the ground up to utilize the Force.com’s Apex programming language. All the original functionality is still included, but Apex enables the tool to run every time a Web-to-Case is submitted into salesforce.com, without the need for a user to open that case record. The upgrade has also enabled us to provide our customers with more control over how the tool works. Customers can now choose from four different criteria to search for matching Contacts:
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Full Name + Phone
Last Name + Phone
Last Name + Company
First Three Letters of First Name + Last Name + Phone + Company (default)
Future enhancements are already in the works to enable you to search through Leads and control which objects get automatically created. The biggest improvement though is that Web-to-Case Asst 2.0 customers now receive free phone and email support from MK Partners to help them setup and maintain the tool.
Web-to-Case Asst 2.0 has already been uploaded to the salesforce.com AppExchange, but has not been officially released yet. In the meantime though, we’re offering a
free 60-day trial to our loyal blog readers. (Click here for Sandbox Installation)
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May 12th, 2009 at 7:50 pm
For matching, did you consider email address? That would seem like the most appropriate field to match on. We don’t even capture name and phone since they are unnecessary.
May 13th, 2009 at 7:02 am
Matching on email is already built-in to salesforce’s web-to-lead functionality. What use case were you thinking of?
July 2nd, 2009 at 4:32 pm
Has SF provided any kind of update as to when your Web-to-Case Asst 2.0 will be available?
July 20th, 2009 at 9:34 pm
It’s currently in pilot, you can join at this link:
https://sites.secure.force.com/appexchange/apex/listingDetail?listingId=a0N30000001f0pYEAQ#