Learn how Dirk Keaton created a one-screen, mobile-friendly Salesforce flow that his peers can use to easily record case interactions with clients …
Here are highlights from article Build a One-Screen Mobile App for Easy Record Creation | Automate This! – Salesforce Admins
1. Use case: Specialists need to track case notes easily on mobile devices
– Some provides services to approximately 5,500 residents of the nation’s capital each year
– More than 150 users across Some’s portfolio of services use Salesforce to record client case notes
– Dining room serves at least 250 unique clients each day
– Peer Support Specialist engages with dining room clients, provides basic case management, and refers clients to services
– Integration team wanted to ensure that the Peer Support Specialist’s case notes were recorded in Salesforce
2. Solution: A single mobile-friendly screen to capture notes
– Peer Support Specialist can access the app through a tablet to record case notes while in the field
– Can create case notes for anonymous clients and for clients with incomplete data
– All app features are accessible on one screen for easy and intuitive data entry
3. Make a one-page app
– Created a custom object named Peer Support Case Note with specific fields
– Schema diagram includes a Program Engagement (PE) lookup field from Salesforce’s Program Management Module (PMM)
– PMM allows tracking of tangible and intangible services provided to clients and associates them with individual clients and programs
4. Screen flow
– Peer Support Specialist can look up a client or add a new client (anonymous or not)
– Contact fields appear if Add Client to Active is toggled
– Contact fields do not appear if Add Anonymous to Active is toggled, but a new record is created
– Specialist can scroll down and create a client case note
5. Benefits
– Peer Support Specialist has used the app to track interactions with more than 230 unique individuals
– Provides a 360-degree view of each client’s service participation and overall impact of programs
You can read it here: https://sfdc.blog/ONdSa
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