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Internal Applications Request Form

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

Status Shipped
Enhancement, Defect/Bug Enhancement Request
Created by David Worch
Created on Mar 7, 2023

Product Support: Type of Request Case Clean Up

As a Heartland Product Specialist, there is no way to identify required product fields per product and type of request within SalesForce. This allows for Product Specialist to close cases without all of the necessary information. If we were able to identify, display, and collect only the product specific case management fields, we could collect pertinent case details to improve our speed to market for new client set up, identify resource allocation needs, increase team productivity, and identify product support areas of improvement and add additional products to case management.

Impact - Which group does this impact? Payroll Operations
Delivery Date Mar 24, 2023
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