Case Flags

Never let a case slip through the cracks

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Improve initial response time by 46%+

Color-coded flags prioritize workload
Report, track, and measure SLAs
Easily see how busy an agent is

Stop Case Neglect

When support agents don't have a method for prioritizing work, they waste time deciding which case to tackle next, incurring longer response times and broken service level agreements.

Case Flags is an automated visual prioritization system for Salesforce that saves time and money while ensuring no case slips through the cracks.

Customers hate to wait

Improve overall responsiveness with visual case prioritization. Under the hood, Case Flags transforms criteria and simplifies it into a single visual indicator.

At a glance, agents always know which customer to serve next.

Customers will receive faster service and you'll enjoy higher satisfaction ratings.

Don't let a waiting customer become an ex-customer.

Always know what case to work next

Simply put, Case Flags visually indicates which cases require attention. No more overwhelming, complex list views. A single visual icon instantly tells agents which case to work on next.

Your support agents won't waste time clicking into cases to decide which case to work next.

Remove ambiguity, eliminate decision fatigue, and make it simple for your agents to do their job.

Agents see their next case anywhere in Salesforce

Deciding which case to work on is as simple as opening the utility bar. Our decision automation system updates in real-time and always surfaces the next case to work on.

Like a conveyor belt, agents are immediately presented with their next case to solve, no matter what page they're on in Salesforce.

Improve the agent experience and help your team stay organized in Salesforce.

Workload Management

With the Case Flags Switchboard, managers can easily see and rebalance work between agents or teams using simple drag and drop.

Support managers can build custom views based on product types, team locations, etc. They can also create groups based on shifts or special skills.

B2W Software Improves Response Time by 46% With Case Flags

B2W’s support team was overwhelmed by high support volume slowing them down. After adopting Case Flags, agents now can review and respond to cases with ease and speed. As a result, they respond to cases 46% faster.

Ensure Agent Activity Meets KPIs

Case Flags aging speeds offer flexibility–you can create different flag aging speeds based on status, priority, record type, or other related field values in the case.

Set flag event rules, so flags are automatically set or cleared by triggers such as inbound emails, case comments, or logged activities. Custom alerts can be configured to notify agents of changing flag levels, so no cases slip through the cracks.

Birds-Eye View Metrics

How fast does your team respond to cases?

With analytics like initial response time, time to resolution, and more, you'll have data to improve responsiveness and increase customer satisfaction.

You can view pre-built report snapshots of your whole organization or drill down and see metrics for individual agents.

Use the data to coach your agents and improve the overall customer experience.

Built for #AwesomeAdmins

Don’t waste time building a complex in-house solution, where you are responsible for ongoing maintenance. Case Flags is a managed app that is 100% native to Salesforce, so no complex setup or coding needed. The Setup Wizard makes it simple, and you can look forward to a speedy time-to-value.

Follow Up Process

Automate your case follow-up process and reduce case handle time. Enable Follow-Up Process in Case Flags to automatically re-flag a case as a reminder when no action has been taken. Build a follow-up timeline, set next steps, and more.

Supports Business Hours

Flags can age based on standard 24-hours or your organization's hours of operation. For example, if you set your business hours as 8am-6pm, your flags will only age during that timeframe.

Monitor Response Times on the Go

Monitor response times on the go. Prioritize cases requiring attention and monitor response times on your mobile device. You can view, set, and clear flags right within the Salesforce mobile app.

History Tracking

Review the entire lifecycle of a case from open to close—and everything in between. How much time was the case in each status? Who owned the case, and for how long? Get the answers you need to address what happened during the support process.

Account & Case Specific Flags

Override the defaults flag timing for a subset of accounts, allowing you to have different support levels, entitlements, or SLAs for specific accounts. For even more granular control, you can override the defaults on a case-by-case basis. Set flag timings manually or using local automation.

Customer service is expensive.

When agents manually decide which case to work on next, it wastes time and money.
Join our product team as they walk through getting the most out of Case Flags features.
Image of a tennis court with two players. Text: Know whose side of the court the ball is on. Represents how case flags helps agents know the status and timing of a case.

Get started today

Talk with a specialist about the advantages of Case Flags, and see it live in action.

Case Flags Pricing

$15/user/month
$2,700 contract minimum includes 15 users
Volume discounts available
Guided Setup $2,350/org/one-time payment

Service Experience Suite logo circle. It's made up of four colored sections with icons for each section. Clockwise from the top is a dark gray section with a stop watch icon. This signifies responsiveness. To the right of that is the bright blue section with a computer monitor with a chart in the screen and a magnifying glass in the bottom right corner. This icon signifies utilization. To the right of that, at the bottom of the circle, is the purple section with two message bubbles, the front with a smiley face and the back with three ellipses. This icon signifies personalization. The last section is bright teal green with an icon of three circles, one with a rating star, one with a smiley face and one with a sad face. This icon signifies feedback.

Maximize your efficiency with the whole suite.

Case Flags is just one of the solutions in Service Experience Suite, our arsenal of friction-busting apps for Salesforce Service Cloud.®