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• Case Contacts: Salesforce will try matching the employees from the Spreadsheet to employees in the system (based on EID). If there is a match, Salesforce will formally connect the employee’s Contact record to the Case. If there is no match, Salesforce will create a new Contact and new Case Contact.

• Transactions: Salesforce will make individual Transactions for every row in the Spreadsheet. It will populate all the applicable fields from the Spreadsheet in the Transaction record.

Manually

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Creating a Transaction

You can manually add/create a Transaction in a Case as well. To do this, follow these steps:

1. Click the “New” Case Contacts Button

   1. We will identify the “Impacted Employee” before adding the new Transaction

      

2. Search for Case Contact

   1. If you want to only attach to the Contact, click the “Search All Contacts” tab. If you want to pull in employment information to the Case Contact, click the “Search Employment Records” tab.

   2. Search by name, EID, email, etc.

   3. Click the “Next” button

      

3. Identify the Case Contact Type

   1. Since you’re adding a Transaction, you’ll most likely want to choose “Impacted Employee”

      

4. Click on the “New Transaction” ButtoButton

   

5. Determine Transaction Type/Sub-Type/Sub-Sub-Type

   1. Choose the appropriate Transaction categorization

   2. Click the “Next” button

      

6. Add Transaction Details

   1. Conditional fields will display based on the Case Type. Populate as necessary.

   2. Click the “Save” button

      

7. Done. View Transaction on Case Page

   1. Click the Case Number link

   2. View your new manually-added Transaction

      

      
      

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