Tables are data pulled from your integrations
This stores a record for each case
Relationships allow you to relate your different sources of data
No relationships were needed for this use case.
Formulas are used to run calculations on your data
||if the case subject contains any of our keywords
IFERROR(SEARCH('customer', Subject), 0) +
IFERROR(SEARCH('GC5060', Subject), 0) > 0
Triggers are a set of conditions that set a Workbook into play
The trigger is set to look for cases that contain the keywords
- is on
Actions are events that take place once a Workbook is triggered
The action is made to set the priority field on the case in salesforce.
Write backs are used to sync a value back to a field from your data