Case Management Reporting

Completed Posted 5 years ago Paid on delivery
Completed Paid on delivery

I am trying to report on the usage during this last week (Monday, 6/18 through Friday, 6/22) for the Investor Services associates listed in the attached email. They are part of the pilot group that should be taking calls exclusively in Salesforce and routing cases from IS to Client Services processing/operations groups.

I would want to know:

· whether these associates logged on throughout the week

· how many cases they created - either ones they closed (i.e., one and done) or routed to back office

· any other variables you think would contribute to the usage story I am trying to tell (i.e., no one did anything, lots of cases were created and closed, something in between, etc.)

CRM Salesforce.com

Project ID: #17217902

About the project

7 proposals Remote project Active 5 years ago

Awarded to:

HarshaBR

I am a PD1 and ADM 201 certified salesforce developer. The scope of the project:- [login to view URL] find the list of Users who belong to Investor service group and logged in cases in the week of 06/18 to 6/22

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singhalp

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vijaysingh109

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ShreyShrma

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PlanForce

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