Slaesforce FAQ

can't close cases in salesforce

by Mr. Napoleon Toy IV Published 2 years ago Updated 2 years ago
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If you did, go to Setup->Customize->Case->Buttons and Links and click the Reset link on the Close Case button. You need to sign in to do that. Need an account? Sign Up

In Support Settings, ensure the "Show Closed Statuses in Case Status Field" is checked.
...
In Salesforce Classic
  1. Go to Setup | Customize | Cases | Fields.
  2. Click on the Status field.
  3. Click on Edit beside the specific Status picklist value.
  4. Select the Closed option.
  5. Click on Save.

Full Answer

How to be successful with Salesforce?

  • Analyze what the needs of the users are, then design, test, and develop software that meets those needs
  • Design Salesforce solutions and create effective project plans. ...
  • Suggest new software upgrades for the customers’ existing apps, programs, and systems

More items...

How to set auto response for case in Salesforce?

  • Select the File > Manage Rules & Alerts.
  • In the Rules and Alerts dialog box, on the E-mail Rules tab, click New Rule.
  • Under Start from a blank rule, click Apply rule on messages I receive and click Next.
  • To reply to every email message you receive, leave the Step 1 and Step 2 boxes unchanged and click Next again.

How to capture case handle time in Salesforce?

  • Salesforce User updates a Salesforce object.
  • Salesforce sends an outbound message to Talend ESB to notify object update.
  • Talend ESB persists the notification message in an ActiveMQ queue.
  • Talend ESB receives acknowledgement of successful persistence in ActiveMQ.
  • Talend ESB answers with a successful acknowledgement back to Salesforce.

How to open a case in Salesforce support?

Grant login access to Salesforce support:

  • From the Profile menu in the org where you're experiencing the issue, click Settings.
  • Click Grant Account Login Access.
  • In the row for Salesforce.com Support, select an Access Duration of at least one week.
  • Click Save.

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Why can't I close a case in Salesforce?

How: To show closed statuses in the Case Status Field picklist, go to Support Settings and select Show Closed Statuses in Case Status Field. To hide closed statuses, deselect Show Closed Statuses in Case Status Field. By default, the setting is disabled, so closed statuses are hidden.

How do I close a case in Salesforce?

Click Close Case on a case's detail page, Cls on the Cases related list, or Save & Close while editing a case. If enabled by your administrator, you can select Closed from Status on a case's edit page and click Save without completing any more steps. Update Status , Case Reason , or any other fields as necessary.

Can customer close a case in Salesforce?

Answer. Yes. 1. Click on the 'Edit' button.

How do I delete a case in Salesforce lightning?

How to delete a Case under Accounts in Salesforce LightningWelcome. ... Click on "Accounts"Select any Account from below list.Select the drop down next to the Case which you want to delete. ... Click on "Delete"Click on "Delete" to confirm.A Case under Accounts has been deleted successfully!

Where is the Close Case button in Salesforce lightning?

Go to Salesforce Setup => Object Manager => Case => Click on Close Case Page Layouts (In Lightning Experience, In classic Setup => Case => Close Case Page Layout).

How do I close a case in Salesforce Mobile?

How to Close a Case from Salesforce1 mobile app?Go to Buttons, Links, and Actions under Case.Click "New Action".Enter and select the details. ... Drag and Drop the fields and click "Save" button.Click New under Predefined Values.Select as per the below image and click "Save" button.Go the Case page layout.Edit it.More items...

What does it mean to close a case?

Phrase. case closed. Expressing finality, that that preceding material is meant as final, not subject to amendation or variation. quotations ▼ Used other than figuratively or idiomatically: A case is closed; specifically, a police investigation or similar is resolved.

What is manage cases permission in Salesforce?

Manage Cases - Allows the user to administer case settings, to include Email-to-Case and mass transfer of cases. Manage Connected Apps - Allows the user to manage, create, and delete OAuth applications. Manage Content Permission - Allows the user to configure library content in Salesforce.

What is case lifecycle in Salesforce?

It is a standard report type that tracks the duration of a case when the case owner or status is changed. There are 5 fields available in the Case Lifecycle report: Case History Owner. Case History Status. Case History Last Modified By.

What is the quickest way to delete cases in Salesforce?

To delete a case, click Del next to the case on the cases list page, or click Delete on the case detail page. The Del link and Delete button do not display for users who do not have the “Delete” permission on cases. The deleted case is moved to the Recycle Bin.

Who can delete cases in Salesforce?

There are 2 scenarios in which a user can delete a record:The user attempting to delete the record is a System Administrator.The user attempting to delete the record is the owner, or higher on the role hierarchy than the record owner.

How do you mass delete cases?

0:021:27How to Delete Mass Cases in Salesforce Lightning ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipOpen Salesforce lightning. Click on deer icon. Setup it opens in a new tab enter mass in theMoreOpen Salesforce lightning. Click on deer icon. Setup it opens in a new tab enter mass in the quickfind. Click on mass delete records. Click on mass delete.

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