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Description
Shows recent Sev1/Sev2 cases and engagements for Playbook accounts Salesforce Playbook Cases & Engagements Extension This Chrome extension enhances your Salesforce experience by displaying critical case and engagement information directly on Playbook record pages. KEY FEATURES: • Automatically displays a widget on Playbook detail pages • Shows up to 5 recent Sev1 and Sev2 priority cases • Displays up to 5 recent engagements associated with the Playbook's account • Collapsible interface positioned in the top-right corner for easy access • One-click navigation to full case and engagement records • Uses your existing Salesforce session - no additional login required WHAT YOU'LL SEE: Cases Section: - Case Number - Subject line - Current Status - Priority level - Creation date Engagements Section: - Engagement Name - Status - Creation date DESIGNED FOR: - Customer Success teams managing Playbook workflows - Support teams needing quick access to critical cases - Account managers tracking customer engagements The extension only activates on Salesforce Playbook record pages, ensuring it doesn't interfere with your normal browsing. All data is fetched securely using Salesforce's REST API with your authenticated session. Perfect for teams who need instant visibility into high-priority customer issues while working with Playbooks.
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