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Procare Solutions Internal Ideas Portal
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Created by Anastasia Goggins
Created on May 29, 2024

Report on Salesforce Chatter Topics related to Cases and Accounts

Support uses Chatter Topics to track when a support case is related to a certain dev ticket/issue (ex. PSD-33850). Beth Carlin asked me if we could add either a filter to the chatter topics dashboard for enterprise customers, or a report on the Enterprise dashboard, to show which/how many customers are affected by specific topics.

I met with Ekin and Salesforce's capability to report on Chatter Topics is extremely limited, so we decided this would be better fit as a Data Platform ask.

Enterprise Support Dashboard: https://procaresoftware.lightning.force.com/lightning/r/sObject/01Z1I000000Wu3AUAS/view?queryScope=userFolders

Chatter Topics Dashboard: https://procaresoftware.lightning.force.com/lightning/r/sObject/01Z8W00000121cEUAQ/view?queryScope=userFolders


Object Name: Topic Assignments (A)

The topic is then related to a Case ID

Case is related to Account ID

Enterprise Support supports anyone where Key Account = True

Department of Request Customer Support
Priority of Request 2 - Lower Priority
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