Automate the assignment, progression, and resolution of cases and tasks with intelligent Salesforce workflows that reduce response time and improve SLA performance.
Manual case handling slows teams down. Without automation, tasks get delayed, reps work out of order, and SLAs slip through the cracks. Ascendx helps service and ops teams respond faster with intelligent routing, workload balancing, and proactive follow-ups - all fully embedded in Salesforce.
Distribute incoming cases instantly based on skillsets, priority, workload, or business logic. Ensure every ticket lands with the right agent - automatically, and rebalance queues in real time if workloads shift or SLAs are at risk.
Trigger the creation and assignment of tasks based on changes in case status, type, or urgency. Keep teams aligned and accountable across follow-ups, escalations, or service handoffs - without relying on manual triage or ops intervention.
Track, escalate, and reassign cases before SLAs are breached. Use time-based logic to route high-priority or overdue cases to specialists or managers - ensuring no request falls through the cracks.
Replace disconnected tools, spreadsheets, and inboxes with a seamless, Salesforce-native workflow. Every case and task is managed where your teams already work - with full visibility, control, and context.
Boost productivity with automation that handles high-volume, low-complexity tasks automatically.
Keep cases moving through resolution stages with real-time logic and clear ownership.
Eliminate repetitive triage work and empower reps to focus on higher-impact tasks.
These Ascendx apps bring speed, structure, and automation to every stage of case and task management.
Automatically assign cases and tasks based on SLAs, workload, skills, and priority levels
Convert inbound emails into structured cases or tasks in Salesforce - automatically routed and tracked.
Generate and route customer-facing documents as part of your case workflows, with full audit tracking.
Back up case histories, resolution logs, and task data securely for audit and compliance.
Case and task automation is just the start - see how Ascendx supports smarter triage and self-service.
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