case's questions - English 1answer

837 case questions.

I have a requirement to create SLA based on a particular record type. So, I have created a milestone & entitlement process everything and it's working fine. My next requirement is if any support ...

I am struggling to understand what a particular Action (or is it an Action?) is. It appears next to the Post, Poll, Ask a Question for Case object in the Lightning Experience and its label is Update ...

We have Entitlements and Milestones configured in our org and as standard functionality, Salesforce provides elapsed and stopped time in minutes, hours, and days format when a Case is on-hold (...

Can any one help me out. I have an assignment rule on case object in sandbox as well as in production.Now we have added two rule entries to the same rule based on the profile user in sandbox .Now can ...

We would like guest (non-logged in) users to be able to create cases, but despite following the steps in this article, they're still unable to do so. I've done the following: enabled web-to-case ...

My organization has begun to use casefeed for cases and so far we've run into one problem: emails in the case feed sent by technicians to customers appear in the case feed, but do not get exposed to "...

The Case object has standard fields for Contact Phone/Email/Mobile which cannot be edited (I presume they're formula fields from the Contact object). The problem I have is our Contacts often have ...

I am attempting to set up logic that will run and create a Salesforce case if the current date equals either June 1st or October 1st. I've been looking at process builder as one solution, but am ...

I want to make my case object completely custom. I want to remove unnecessary fields from case object like asset. How can i remove this?

We have quite a few custom fields, a good portion of the fields are populated by automated processes and are read-only to the agents. When an agent goes to create a new case, they see tons of fields ...

I am extremely new to this functionality (able to create records in Salesforce via emails). Would appreciate if someone can correct my understanding between these two. Email Services : These ...

I have a requirement in which I have to check a Cases Owner before I can insert a task. It should only allow task creation on Cases with Owners which are not queues. At first, we tried accessing the ...

Is there a way to increase the character length of Case Comments according to the latest release ? I know this was not possible few years back. Is it still the case? thanks

We have Email-to-case implemented which is assigning new cases to a Queue. Now whenever a user opens a new case, it should be assigned automatically to that user. For this I have written a VF page ...

In our company we work on cases. Cases have milestones, based on Entitlements. Entitlements are based on Entitlement Processes (EP). EPs define target dates for each milestones. One of the milestones ...

I have a question concerning the case feed. One of our requirements is to give engineers the option to post rich text messages in the feed. Messages should be in the feed (not a separate page) to give ...

I am having trouble to forward e-mails coming into my Outlook Exchange Inbox into the Salesforce environment (creating a case). I have managed to do this in Gmail, since it's fairly easy to do so. ...

My auto response rule is simple. Email Message: To Address EQUALS exmaple@example.com But the rule will not fire. The only work around is to fire it on case owner with the criteria being the default ...

Custom Contact Field "Active" = Data type Checkbox. "Active" is filterable in Contact Search Layouts. If "Active" which is only a checkbox, & is a filter option in the Case>Contact Name>Lookup, ...

Is there a way to remove "Inactive" contacts from appearing in a Search? This is in regards to Case>New>Contact Name>Look up:

Per a different question, we've clarified that there is no way to to make "InActive" contacts, stop appearing in a search. I lieu of that, this question is different but on the same topic. Is there ...

I made a Integration user for our python backend, which utilizes a profile with API Only, and Modify All Data checked. However, upon doing this, previous code that worked before is not working with ...

We use Case teams and want to be able to report if the support engineer is either the owner or on the case team. This way we know the support engineers total workload. I created a report type ...

I have created a connection via SOAP with PHP and I am trying to create a new Case when the user submits the form. I have the SFDC Contact ID of the user and I am trying to insert the Contact Id into ...

Is there a way to NOT link Cases created by Email-to-Case to a Contact? In other words: Just let the Case be created, but then let a human decide to link it, if desired? We will have more than one ...

I have a custom button on case. On clicking that, it should display a text area with a button in it. I'm able to display it, but at the bottom of the detail page. I want that to be displayed in the ...

I am implementing Case Feed and want to add an object specific Publisher Action "New Contact". I understand that this should be with a Visualforce page but am not sure how . . . Also, the newly ...

I need to be able to set the account on a case when the case is created. I have the following trigger. The debug statements show as expected, but the account is not getting updated on the case. What ...

So here's the scenario. A user (lets call him John Doe) un-deleted the Cases records from the Recycle Bin and now they are back in the system along with current Case records. I need to delete them ...

We developed a solution based on the Case object but now some users with the Salesforce Platform license also need to use that feature. I just would like to know if there is any way to enable access ...

The Case Status field has several closed values e.g. Closed. Order Complete, Closed. Order Cancelled etc We also have several "Support Processes" defined which select various Case "Status" by Record ...

We are experimenting with omni-channel in a sandbox and have the following set-up: A service Channel which is set to only include Cases A single routing configuration which has priority 1 and a ...

I'm very new to Salesforce. Our requirement is to create cases directly from email (Email to case). Each of our customer has their own service request template/form. These email templates/forms will ...

I've a custom auto case-number field for one of my case record type (Quality Report). Every time a new case is created, the auto case number is generated (ex: QR-1287). However, the auto number field ...

We are an Airline Org. When a passenger comes on web to create a case, he has to provide certain details which are not mandatory on the web. So if a passenger A comes to web and decides to provide ...

We have a lightning community with a "Create a case form". Using a workflow rule we assign the case to a queue (by default it is assigned to the community user) and we expect that the users of that ...

I've a multi-level approval process for customer cases. How do I make sure that, the final approver approves the cases only when he fills the details in some fields. If he's approving without updating ...

I have created a list view on the case which is being used in a community. When a community user creates a record, it is not displayed in the list view. The image below shows the filter criteria,

I have Cases that are logged against Assets, and I see them under Products record page layout as well in Classic (see image below). It is standard system behavior, that the products record show cases ...

I have a Formula Field Status_Image_Url__c in Case Object . I am confused why everytime I update the status of my Case from "Investigating" to "Submitted to Engineering" the image is not ...

Accounts with open cases

1 answers, 18 views case
We are working with a contact with an open case. We do not want business development calling this contact whilst there is a case open and attached to an account. How do we restrict access to accounts ...

Our case functionality involves multi level approval process and has the following status values: Initiated Level 1 Level 2 Level 3 Closed Cancelled There's a checkbox field, when unchecked ...

I have configured Email-to-Case in my org.We have also set up case auto-response rule. Whenver an email is sent, using email-to-case, a case is created and an auto response will be sent.This is ...

I've a case record type "Quality Report Cases". We have around 12 different case record types. I've a custom link "New Quality Report" set up which takes the user to VF page used for creating Quality ...

I have a profile that is assigned to see cases of a particular record type and they can view those cases. We have a report that displays cases with the filter criteria being cases of that record ...

CASE( RegisteringCountry ,"Argentina", "India", "Australia", "India", "Bangladesh", "Singapore", "Belgium", "India", "Bhutan", "Singapore", "Brunei Darussalam","Singapore", "Brazil", "India", "...

We have the following scenario in an application built with React and implementing the REST Api via an integration user. We currently: Retrieve a list of cases based on a custom Master ID field ...

I have a Visualforce page which is used to create customer service related cases on the case object. We have a custom case number value for each case created (QR-1001, QR-1002 .....). For certain ...

When deploying a case path assistant from a sandbox to another I'm getting an error when deploying the package: Required fields missing: [PicklistMasterId] We have deployed all fields being used in ...

I have an after insert trigger that is updating cases and I want to be able to pass Subject and Description on with casesToUpdate. Below is the code. I do not want to change the Subject or Description ...

Related tags

Hot questions

Language

Popular Tags