Tag Archives: Salesforce Case Management

How to Use Scheduled Paths in Salesforce Flow to Automate Follow-Ups

In Salesforce, a record-triggered flow normally runs immediately when a record is created or updated. But what if you want an action to happen after some time — for example, sending a reminder email or creating a follow-up task? That’s where Scheduled Paths in Salesforce Flow Builder come into play. A scheduled path allows you… Read More »

Introduction to Salesforce Cases – The Backbone of Customer Support

In today’s competitive business landscape, customer service is no longer just a support function – it is a core differentiator. Customers expect quick resolutions, seamless communication, and personalized service. To achieve this, organizations need a centralized system that can track, manage, and resolve customer issues effectively. This is where Salesforce Cases come in. Cases in… Read More »