Internal Applications Request Form

Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.

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Status Shipped
Enhancement, Defect/Bug Enhancement Request
Created by Mike Sammon
Created on Jul 14, 2022

RELATED REQUESTS

Merged Request
This idea has been merged into another idea. To comment or vote on this idea, please visit SFDC-I-131 Client Service: Email to Case: Email Address Contact Mapping: I would like incoming client emails be recognized and assigned based on the account that they're a contact on for payroll clients.

Client Services: I would like SalesForce to attempt to match emails incoming with clients to better route and allow faster movement when tiered service groups begin working out of SalesForce vs groups Merged

Currently, there are two systems needed to look up payroll clients via email as the data doesn't carry into google groups and this would allow us to expedite cases and do quicker resolution as well as better identifying frequent flyers with issues.

Impact - Which group does this impact? Payroll Operations
Delivery Date Dec 31, 2022