Slaesforce FAQ

how to backdate a case's opened date in salesforce

by Dr. Loyce O'Kon Jr. Published 2 years ago Updated 2 years ago

Choose a start date on or after the latest amendment. This is the expected behavior for this use case. In the past, users could backdate amendments and thereby putting accurate quote line totals at risk of being incorrect. Beginning in Salesforce CPQ v224, a new feature called Prevent Backdated Amendments was released.

Full Answer

How do I update the supporting documents in a Salesforce case?

Attach related files after the Case is created, or reply to a Case email with an attachment to update the supporting documents. Log in to Salesforce Help. Click My Cases. Click the Case Number to view the Case in more detail.

How to add days to a date in Salesforce?

Select Date and click Next. When adding days to a date, Salesforce ignores numbers after the decimal point. So TODAY () + 3 is equivalent to TODAY + 3.4, and TODAY () + 2 is equivalent to TODAY () + 2.9. Pretty simple, right?

How to update records with inactive owners in Salesforce?

You need not to create a case with salesforce for this. You need to enable this in Setup | Customize | User Interface | Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions.

How do I create a case in Salesforce?

Fill in the required Case fields. Add any Case Collaborators to allow people to follow Case progress. Click Create Case. Grant Login Access to support by following the appropriate steps for your environment. Include the name and URLs for affected records and objects (such as Contacts, Reports, sections, workflows, etc.).

How do I change a closed date in Salesforce?

The date of a closed Case cannot be manually edited. This field is considered to be an 'audit field' and is set when the case is moved to the Closed status.

How do you're open a case in Salesforce?

Lightning ExperienceClick the Gear icon and then Setup.Click Process Automation.Click Workflow Rules.Click New Rule.Select Object: Email Message.Click Next.Enter a rule name.Select created for the evaluation criteria.More items...

What is case history in Salesforce?

The Case History related list on a case detail page tracks the changes to the case. Any time a user modifies any of the standard or custom fields whose history is set to be tracked on the case, a new entry is added to the Case History related list.

How do I close a case automatically in Salesforce?

Follow these steps:Got to setup.Type Workflow Rules in the quick find.Click the New Rule Button.Select Object as Case.Click Next.Rule Name - something like this "Case Auto Close After 20 Days."Give it a description (your future self will thank you later)More items...•

What should happen to a case once it is closed Salesforce?

Once a case goes to Closed status, it cannot be reopened, it can be cloned. If you still need assistance with the question or problem discussed in the closed case, just open a new Case, and reference the original Case number in the case Subject or Description, and describe the issue that needs to be addressed.

How do I track case history in Salesforce?

Track Field History for Standard Objects. You can enable field history tracking for standard objects in the object's management settings.Track Field History for Custom Objects. You can enable field history tracking for custom objects in the object's management settings.Disable Field History Tracking. ... Field Audit Trail.

How do I set up field history tracking in Salesforce?

From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...

Can we write trigger on history object in Salesforce?

It is not possible. You could, however, query the history objects from the parent object's trigger. For example, you have an after-update trigger on Account, from which you can query AccountHistory object.

How do you close a case in Salesforce lightning?

To close a case in Lightning, you just need to add the status to the Case Status. The documentation notes: The close case layout isn't available, but you can add closed statuses to case edit pages. From the Support Settings page in Setup, select Show Closed Statuses in Case Status Field.

How to check if a change was successful?

A successful change will result in the PowerShell returning no response, but you can check whether it was successful by typing the Get-ItemProperty -Path file | Format-list -Property * -Force command again, or by viewing the file properties using File Explorer.

Can you change the last modified date in Windows 10?

Unfortunately, this isn’t possible. You can view certain and change certain file attributes in File Explorer, but you can’t change the last viewed, edited, ...

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