Options:

  1. Cases
  2. Tasks
  3. Requests



CasesTasksRequests
1

Pro: Users are supposedly already using the Case List Views for other functionalities

Con:

  • existing functionalities may be disturbed/broken by creating new RecordType and/or new fields/page layouts - this would imply losing more time with Analysis and Development
  • 40/40 custom relationship (lookup fields) used (100% of limit)
  • 467 total existing Custom fields - complex object with many functionalities squeezed into one table
  • 10 RTs
  • The Salesforce Case object and it typically represents a customer's issue, question, or feedback and its resolution process. So the main thing is to store information related to each issue, and the different steps needed to solve the issue.

Pro: the most logical object to use within out of the box SF functionalities; allows for native Queue assignment; native UNS on Task assignment;

Tasks have only been in use since April 2018 with an average of 2.5k Tasks being created per month (99.999% of one RT called Other); total 89k records - almost all in RT "Other";

Con: would eventually require Users to track a second List View 



Pro: not a very used object in practical terms (only 12k records since 2016) - little disturbance to current processes.


Con:

  • unclear how it is used
  • would eventually require Users to track a second List View 
  • need a new RT (already has 18 RTs)
  • 36/40 custom relationship (lookup fields) used (90% of limit)
  • 274 custom fields already (quite a messy object)

Technical and functional recommendation - use Tasks (based on meeting with user-6d9fc  and MENDES, Dina  on  .

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