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The perfect case management workflow in Salesforce Lightening is in your grasp!

How to build the perfect case management workflow in Salesforce Lightning.

This blog was originally published on 6/2/2017 and has been updated.

It’s time to create a customer service (CS) interface that fits how your team works—not the other way around.

It’s not an unreasonable request—when you purchase a CRM that includes a customer service package or a stand-alone CS solution, you expect the solution will magically fit how your customer service team operates, right?

But all too often, you find that, even though the solution you purchased can provide amazing capabilities like computer telephony integration (CTI), knowledge-base, or AI-enabled ticketing tools, it’s still not flexible enough to provide your team with features that are unique to your workflow.

Your software vs. your workflow.

For example, your CRM customer service platform might require you to go through the following steps to create a new case:

  1. Customer calls
  2. The platform doesn’t pull up customer info, so you have to go to a different screen to find customer’s info
  3. To fill out a big form, you go back and forth between screens to find related information about this case
  4. Ask customer to be on hold (every waiting second, your customer’s happiness decreases)
  5. 15 minutes later, you’re finally done

But maybe for your team, the process starts with a customer’s call. Before engaging the customer in conversation, you want to have all of the information about that customer and their company right in front of you, in just one click—including current and past cases involving that customer.

Bridge the gap.

Your ideal work flow looks more like this:

  1. Customer calls
  2. One quick search to view all information on customer (customer’s info, outstanding cases, etc.)
  3. Create new case (if you don’t find any duplicates)
  4. Save & Done, frozen yogurt run anyone?



Here’s how you’d do that with Skuid:

  1. Use a Skuid Search component and connect it to your contact data
  2. Display the result with a title, a button to create new case, and showing any relevant fields to the case rep (in this build, we’re using a Rich Text component, Button Set, and a Field Editor component)
  3. Show recent cases of this contact using the Skuid Deck component
  4. If users click Create New Case, then render a form using Skuid Field Editor component to allow new case data entry

But being the amazing Customer Service Manager you are, you tend to go above and beyond what’s required to provide the best CS interface for your team. You also want to add extra functionality that not only delights your team, but makes them even more productive.

For example, you want to:

1. Add a toggle to show or hide a panel with charts visualizing your daily case inflow and distribution status:



To achieve this interaction, use Skuid’s Toggle Component action in the Action Framework to toggle the charts on and off. The charts are contained within a grid division of our Responsive Grid component, and this division collapses and expands to fit the content within it.

2. Add a sticky case queue so your team members can work on multiple cases without losing productivity:



It’s not rocket science—just a little bit of Skuid’s magic. Using a Skuid Model* to hold your “in-queue” case data, you can keep track of which cases you are working on.

*Skuid Model: Think of a Model as a box or container that you can put any data in for Skuid pages to display.

3. Add a list of quick filters for frequently used filters, like finding high priority, or recently added cases:



Here, we’re combining the Skuid Navigation component and the Skuid Filterset component to achieve the Quick/Advanced Filters. You can either specify filters to choose from options for each field (for example, In Progress, Not Started, or Closed for Case Status) or you can toggle a filter to a true/false argument, like whether or not cases are high priority.

As shown above, all of these actions and more are possible in Skuid.

Get the visibility you need.

You’re already a rock star manager. Use Skuid to take it up a notch.

With Skuid, you can build a one-screen application that unites different entities that you work with everyday—like Contacts, Accounts, Cases, Solutions, and Knowledge Base—all on the same page.

By dragging and dropping visual components onto the page, you can create any workflow that you can imagine using the data structure underlying your application (Salesforce, ServiceNow, Microsoft Dynamics).



Yes—it’s that easy. You can use Skuid to create the customer service workflow you’ve been dreaming about.

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Product Applications Engineer

I love finding new ways to make enterprise applications easier to use. I'm also a fan of rock climbing, hiking with friends, and fusion cuisine.