I have a requirement to classify all existing and new Cases in our salesforce. On Case object we created a custom field lookup relationship with an object called Customer Contract. Each Customer contract has details like: contact, description, start date, end date, address and type. The customer contract name itself already has some decent information: the Type and the address of the place it’s signed with.
So I need to design a scenario to analyze the content of those Cases, then try to search Customer Contract records to find something closest to the Cases to put it on the relationship field.
I would suggest completing the Make Academy before jumping into building a complete scenario. If you need specific assistance when you are building a scenario it’s easier to help you then.
Here are some useful links and guides you can use to learn more on how to use the Make platform, apps, and app modules. I found these useful when I was learning Make, and hope they might benefit you too —
You can also use the Hire a Pro category to request for private 1-to-1 assistance via video call/screenshare/private messaging/etc. This may help you get your issue resolved faster especially if it is urgent or contain sensitive information. It is important to post your request in the Hire a Pro category, as forum members are not allowed to advertise their services in other categories like here (even if it’s free/unpaid). Posting in the Hire a Pro category will allow other members to assist you over other forms of communication.
Alternatively, you can use the private messaging feature to directly reach out to other forum members. To do this, go to your profile, and click on the “New Message” button:
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