🎥 LIVE CLASS 28 Older Students: 📚 Recap: Case Management Project – Live Demo Session

Hey team! 👋

Here’s a quick recap from our last session:

✅ We continued the big Case Management project focused on tracking true case backlog by waiting for customer confirmation before closing cases.

✅ Ahmed did a great job demoing his solution — walking us through everything from custom status fields (like “Customer Confirmation Needed”) to managing the flow of cases as they wait for customer input.

✅ The demo took us right up to the point of building automations (flows) to handle status changes and automated email notifications.

✅ We discussed how this approach helps support teams track only the cases that truly need action, rather than those just waiting on a customer reply.

🔗 Recording Link: [Link Here]

Keep working on your automations! In the next session, we’ll go further into building and testing those flows. If you missed the session, make sure to watch the recording and catch up before we continue.

Let’s keep building real solutions! 🚀

#PathwayToSalesforce #CaseManagement #AutomationPractice

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