Item logo image for SF Case Assistant

SF Case Assistant

ExtensionTools3 users
Item media 1 (screenshot) for SF Case Assistant

Overview

Prefills the Salesforce Case Comment composer on owner/status/Key Fields changes and fills the new Case form from a template.

SF Case Assistant This extension speeds up two parts of Salesforce Case work: creating new Cases and documenting existing ones. On the new Case form it fills the fields from a pasted ticket template, and on existing Cases it prefills the Case Comment composer when fields change. It runs in the browser on Salesforce Lightning and makes no network requests. What it does New Case form: paste a structured ticket template to fill Subject, Environment URL, Description, Priority, and the main picklists. Owner changes: posts an internal-only Case Comment noting the transfer to a user or queue. Status changes: opens the New Case Comment composer prefilled with an Issue recap, Action taken, and Next steps template. You review and post. Key Fields saved: opens the same prefilled composer. Duplicate composers for a single save are prevented. Control Only the owner-change comment posts automatically. All other actions open the composer and leave posting to you. Nothing is submitted without your click. Shortcuts Ctrl+Shift+K (Cmd+Shift+K on Mac) pauses or resumes automation for the current Case. A banner is shown while paused. Ctrl+Shift+Y reopens the last Case. Privacy The extension makes no network requests and sends no data to any server. It reads the Case page you are viewing to detect changes, and stores your template preferences and on/off setting locally in the browser. No data is collected, transmitted, or shared. Not affiliated with or endorsed by Salesforce.

Details

  • Version
    3.1.16
  • Updated
    November 9, 2026
  • Offered by
    insightstechnicalspecialists
  • Size
    68.8KiB
  • Languages
    English
  • Developer
    Email
    insightstechnicalspecialists@dynatrace.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Manage extensions and learn how they're being used in your organization
The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes
Search
Clear search
Close search
Google apps
Main menu