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SFDO-Community / OmbudsmanCloudCare

App for Navy ombudsmen to track, resolve, and report on cases.
BSD 3-Clause "New" or "Revised" License
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v1.3: New Email from Case should automatically create an Interaction #112

Open mkolodner opened 3 years ago

mkolodner commented 3 years ago

When a new case is created, there should be at least a single Interaction touchpoint created. In the TR's org there is a Process Builder that accomplishes this. (And possibly also creates a touchpoint when an email is sent.) We need to have a template PB in the package, with post-install instructions for admins to clone this PB.

mkolodner commented 3 years ago

Changed name to reflect that I had misremembered what is built in CVN71. What needs to be built is that when a new email is sent from a case, an interaction is created. Current functionality and training is that when a new case is created, that requires ombudsmen to manually create the touchpoint, as the creation of the case could (and like does) represent multiple touchpoints.