Salesforce specialists: create kit cases with attachments

Salesforce specialists lose contact and attachment data from web kit submissions, causing fulfillment delays and risking study timelines. It creates complete cases so support can start fulfillment.

Overview

Biotech kit fulfillment stalls when web submissions arrive without linked contacts or attachments, risking study timelines and sample integrity. This workflow turns every web kit submission into a complete Salesforce case with requester contact and attached files, eliminating manual lookups so support starts fulfillment with complete ticket details and faster response times.

Notable Features

Create cases from form submissions
Link or create requester contact
Attach uploaded files to case