Chad Meyer on Effective Case Management


Chad Meyer - Effective Case ManagementThis week on the ButtonClick Admin podcast we chat with Chad Meyer, who is the CEO of Internet Creations, a company whose goal is to help their clients exploit the benefits of technology, and avoid the perils, by delivering best-of-breed solutions backed by comprehensive support.

Did you know that when Service Cloud got it’s beginnings it was called Supportforce?

This episode is all about Service Cloud! Chad and I dive into the following questions:

  • What is a case?
  • What are some best practices for getting started with Cases in your organization?
  • When do you create a case and what are some best practices around case creation? And when is it an activity?

And we can’t have a support episode without talking social media. Chad talks us through implementing service cloud and when we can start looking at Facebook cases. Finally Chad helps us decipher the differences in licenses.

Here are the links to the apps Chad mentions

CronSights Handle Time Metrics

Change Case Ownership Plus

And you can follow Chad on twitter: @chadmeyer_ic

Love our podcasts?

Subscribe today on iTunes, Google Play, Sound Cloud and Spotify!

Experience Cloud with Khushwant Singh

Today on the Salesforce Admins Podcast, we talk to Khushwant Singh, SVP, Product Management at Salesforce. Join us as we talk about his role heading up all things Experience—not just Experience Cloud but Experience Services, too. You should subscribe for the full episode, but here are a few takeaways from our conversation with Khushwant. The […]


Create a User Management Super App with Andrew Russo

Today on the Salesforce Admins Podcast, we talk to Andrew Russo, Salesforce Architect at BACA Systems. Join us as we chat about the amazing user management super app he built and how you can approach building apps to be an even more awesome admin. You should subscribe for the full episode, but here are a […]

Salesforce Admins Podcast featured image.

Live from TrailblazerDX

Today on the Salesforce Admins Podcast, we take the show on the road, live from TrailblazerDX. Join us as we talk about how we put on events like these, what it’s like to go to a live event for the first time, and tips from a Salesforce expert about why networking is so important. You […]


Have an Idea for a Story?

We are all about the community and sharing ideas.
Do you have an interesting idea or useful tip that you want to share?