Octopus
Generates PDF, Word, or Excel documentation for selected Salesforce items in Agentforce.
Astrea IT Services Pvt LtdFree
Case Split: Resolve Cases Efficiently
by VicassoSalesforcePaid
Separates cases containing multiple issues into focused cases in Agentforce, with distinct owners, lifecycles, and metrics.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYCustomer Service
UPDATED ON MARKETPLACE
What it does
Case Split separates several issues recorded in one case into individual cases. Agents can create a new case or assign an issue to an existing case, then select the related emails, attachments, comments, team members, and custom objects to transfer. Administrators choose which related objects may be copied and which users may perform splits.
Key capabilities
from the Salesforce AppExchange listingSeparate case issues
Creates individual cases for issues that were recorded together.
Use existing cases
Routes an issue to a case that is already in progress.
Select related records
Allows selection of emails, attachments, comments, team members, and custom objects for transfer.
Set case fields
Provides fields for setting the owner, contact, subject, and other values during a split.
Link split cases
Connects each split case to the original case.
Control access
Lets administrators specify transferable objects and users permitted to split cases.
Use cases
- Separate quotes, escalations, and billing work when they are handled within one case.
- Give parallel work streams their own case, owner, and SLA while retaining a link to the original case.
Who it's for
Agents, representatives, and administrators who work with Salesforce cases.
In the catalog
35 plugins in Agentforce · Customer Service
Price distribution: 6 free, 5 freemium, 24 paid
Pricing & deployment
Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Paid
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What the vendor says
«When customers raise multiple issues in a case, it is harder to route and resolve. Metrics such as initial response time, SLA attainment, and total resolution time are less accurate when cases are open longer due to unrelated issues. Case Split breaks multi-issue cases into separate cases. Each issue gets its own …»