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Frequently Asked Questions

Answer all of your questions

Installation

Category: Installation

Make sure in the settings for the user the Flow User and Service Cloud user checkboxes are set in the user’s settings.

Category: Installation

Make sure in your user settings the Flow User and Service Cloud user checkboxes are set.

Category: Installation

Install the package from the Salesforce Appexchange (for Admins Only) (Make sure to set it up and test in a sandbox first) Follow the post install instructions page to finalize settings. Should you need to uninstall, please follow these instructions.

You can find post-installation instructions here. Make sure to familiarize yourself with the admin considerations. For all other questions please reach out to us on our contact page and select Support in the form.

Category: Installation

Only people with full System Administrator profile can install as settings and scheduling of reactivation requires elevated permissions and access to all records.

Other questions

Category: Other questions

For orgs that have enabled Enhanced omni-channel a paused status is added to cases. This paused status is mainly for users that have cases assigned to them but need to pick up the case in a later stage. JB Case scheduler does not set the paused status at this moment as case status is usually something that is set by automations configured in the org itself, we do not want to interfere or jeopardize your automations. Click here for more info on pause case status.

We’ll publish updates in our blog and social channels. If you have feature requests we’ll be happy to include them if it enhances functionality for all customers, just drop us a line via the contact form.

Your existing cases are not affected in any way until you allow your agents to use JB Case Scheduler. Cases that they schedule are temporarily assigned to the Case Scheduler queue until they are reactivated.

Making your decision

Please drop us a line via the contact page and we’ll inform you of not for profit pricing.

Try for free for 30 days. You can install JB Case Scheduler in an (Sandbox) org for free for you to try it out. Visit our appexchange page, and choose “Try it free” to start.

You need to have Enterprise, Unlimited Service cloud licenses or a developer license. Please install on a Sandbox first to make sure proper operation, and review admin considerations.

We’ll publish updates in our blog and social channels. If you have feature requests we’ll be happy to include them if it enhances functionality for all customers, just drop us a line via the contact form.

Your existing cases are not affected in any way until you allow your agents to use JB Case Scheduler. Cases that they schedule are temporarily assigned to the Case Scheduler queue until they are reactivated.

For US and non-EU Companies you can pay by credit card. For EU based companies we accept SEPA and credit card.

Usually teams that have Omni Channel enabled and handle cases that cannot be solved in one interaction. JB Case Scheduler is useful when you have multiple instances where you need to follow-up your case on a later date/time.

You can find post-installation instructions here. Make sure to familiarize yourself with the admin considerations. For all other questions please reach out to us on our contact page and select Support in the form.