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Salesforce report filters that exclude resolved cases create blind spots in violation tracking, as historical violations disappear from view once resolved, making compliance reporting nearly impossible.
Here’s how to build a robust violation tracking system that captures violations at the point of occurrence and maintains them independently of case status.
Create violation capture logic using Coefficient
Coefficient enables persistent violation tracking by capturing violations at the point of occurrence and maintaining them independently of case status. This overcomes Salesforce’s filtering limitations to ensure complete violation visibility.
How to make it work
Step 1. Set up violation capture with specific filters.
Create a Salesforce import with filters identifying active violations: Response Time > Threshold AND Status = “Open”. Include calculated fields showing time over threshold, violation severity, and all relevant case context.
Step 2. Implement point-in-time capture with frequent scheduling.
Schedule imports every 30-60 minutes to catch violations before resolution. More frequent captures ensure no short-duration violations are missed from your permanent record, creating comprehensive coverage.
Step 3. Build violation repository using “Append New Data”.
Use this feature to create a growing database of all violations. Include case details at time of violation, violation severity (time over threshold), timestamp of capture, and current status for comparison analysis.
Step 4. Create violation master log and analytics dashboard.
Build a separate “Violation Master Log” that uses UNIQUE or VLOOKUP to maintain one record per case, updating with worst violation captured. Create dashboards showing violation trends over time, resolution time after violation, repeat violation patterns, and team/agent violation rates.
Ensure complete violation visibility
This system ensures complete violation visibility for compliance reporting, performance management, and process improvement, overcoming Salesforce’s filtering limitations to provide comprehensive tracking capabilities. Build your violation tracking system today.
