Case Follow-up Reminder groups 21 related components across Saved Searches. The configuration centers on saved searches and includes configuration records that support the process.

How the pieces work together

  • This configuration has 21 documented components, with the strongest activity in Saved Searches.
  • Review the scripts and workflows first when changing how case follow-up reminder behaves.
  • Use the fields, lists, records, and searches as supporting configuration for the process.

Components

ComponentTypeRole in this configuration
Case Follow-up Reminder Review Search 244Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 151Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 148Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 32Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 111Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 158Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 172Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 31Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 253Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 302Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 128Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 163Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 17Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 166Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 268Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 86Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 300Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 25Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 181Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 131Saved SearchSurfaces records that need review for case follow-up reminder.
Case Follow-up Reminder Review Search 259Saved SearchSurfaces records that need review for case follow-up reminder.

What to review first

  • Confirm the process owner understands the components listed above.
  • Review scripts and workflows before changing supporting fields or searches.
  • Validate saved searches and fields after any workflow or script change.