Case Flags


Never let a case slip through the cracks.

Case Flags is a Salesforce-native app that automatically flags cases by priority, so service reps know what case to work on next.

Improve initial response time by 46%+

Color-coded flags prioritize workload

Report, track, and measure SLAs

Easily see how busy a rep is

Stop case neglect

Without a way to prioritize their queue, service reps waste time deciding what to tackle next. They often cherry-pick the easy wins, leaving harder, time-sensitive cases to sit while response times slip and SLAs break.

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

A flag's color changes the longer a case sits, based on rules you set for status, priority, record type, or any other case field. Flags can also be set or cleared automatically by inbound emails, case comments, or logged activities, and agents get an alert when a flag's level changes.

Customers hate to wait

Case Flags turns your prioritization rules like status, priority, whatever matters to your team into one flag color reps can read at a glance.

No sorting through list views to find out who's waited longest.

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

A missed reply can trigger a contractual SLA penalty — real money, not just a dip in your CSAT score.

Always know what case to work on next

Case Flags marks each case with a single icon instead of a list reps have to scan and sort themselves.

Reps stop clicking into cases just to figure out what to work on next.

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

Reps see their next case anywhere in Salesforce

The next case to work is always visible in the utility bar and updated in real time, no matter which page a rep is on in Salesforce.

Like a conveyor belt, reps are immediately presented with their next case to solve.

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

Workload Management

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

Support managers can build custom views by product type, team location, shift, or special skill — or by department, since Case Flags works just as well for Operations and Commercial Enablement teams managing their own queues.

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, reps now can review and respond to cases with ease and speed. As a result, they respond to cases 46% faster.

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 reps.

Use the data to coach your reps 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 default flag timing for specific accounts, so you can support VIP accounts or unique SLAs differently, or override it case by case for even more control.

Customer service is expensive.

When reps manually decide which case to work on next, it wastes time and money.

Support from the people who built it.

Case Flags is supported by the same people who are accountable for how it performs in production. Questions are triaged by people who understand how the app works in real Salesforce orgs, not routed through layers of generic support.

"A True Partner in Case Management Excellence!"
Carol Frischkorn
Advanced Salesforce Administrator, GreatAmerica
"Case Flags has made a huge impact on our team's ability to manage cases effectively"
Carson Wise
We continue to renew Case Flags and fully recommend it for support organizations.
Phil Ray
Nintex
"Awesome Product, even better Support"
Gadi Vered
OwnBackup Inc.

Pricing

$15/user/month

$2,700 contract minimum includes 15 users

Volume discounts available
Guided Setup $2,350/org/one-time payment

FAQs

Frequently Asked Questions

What is Case Flags?

Case Flags is a native Salesforce app that marks each case with a single color-coded flag, so reps know which one to work on next without scanning a list. Flags age automatically based on status, priority, or record type, so the most urgent case always stands out.

How does Case Flags decide which case is most urgent?

A flag's color escalates the longer a case waits, based on rules you set for status, priority, record type, or other case fields. Flags can also be set or cleared automatically by inbound emails, case comments, or logged activities.

Can different accounts or teams have different flag rules?

Yes. You can override the default flag timing for a specific account, or override it case by case, so VIP accounts or unique SLAs get different treatment without changing the defaults for everyone else.

Does setting up Case Flags require custom development?

No. Case Flags is a 100% native, managed Salesforce app with a guided Setup Wizard, so there's no custom code or complex configuration required.

How much does Case Flags cost?

Case Flags costs $15 per user, per month, with a $2,700 minimum that includes 15 users, plus volume discounts for larger teams. A one-time $2,350 guided setup is also available.