The TE Implementation team gets a case created in Salesforce automatically when a customer purchases TE. Once the customer gets trained, the rep changes the case status to "Enrolled Not Processing". Once the customer processes $500 or more, then the rep changes the case status to "Closed - Account Processing". Previously, the reps were going into BAM and checking the processing dollars to see if they could close their case.
Recently, I have been pulling the list of cases marked as "Enrolled Not Processing", pulling a processing report from PBI, and using a vlookup to see which cases can be closed. Then I use the Salesforce dataloader to update them.
Down the road I'd love to get the processing dollars in Salesforce and get automation around this (discussed with the Bus Sys team and was told to leverage PBI for now), so in the meantime, Chasity and I would like a report with the following columns:
Company ID (BAM)
Root ID (BAM)
Account Name
Salesforce Case Number
Case ID
Case Owner
Date/Time Case Opened
Tuition Express Status
Dollars Processed (no time range necessary, we just want to see when they hit $500 or more)
Number of Transactions
Here is a link to the Salesforce report I use: https://procaresoftware.lightning.force.com/lightning/r/Report/00O8W000007olEGUAY/view?queryScope=userFolders
And an export is attached.
Summary of Request/Idea | Make it easier to identify customers recently trained, who have begun processing |
Acceptance Criteria (Requirements) of Request
Displays only cases with the status of "Enrolled Not Processing" and shows processing dollars, and number of transactions. |
|
Department of Request | Implementation |
Priority of Request | 2 - Lower Priority |
Please Provide any Helpful Attachments |
report1674833796857.csv |