Slaesforce FAQ

how to check submitted case on salesforce

by Rosie Rolfson Published 2 years ago Updated 2 years ago
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Log in to Salesforce. Click the Question Mark (Lightning) or the Help & Training (Classic) in the upper right corner. Click the circle icon in the upper right corner (you may see your Chatter picture there). Click My Cases. Find your case, and click the case name.

Log in to Salesforce Help. Click My Cases. Click the Case Number to view the Case in more detail.

Full Answer

How do I submit a case with Salesforce support?

Unless restrictions have been put in place by your company, all Salesforce users have the ability to Submit, update or clone a Case with Salesforce Support, which can be accessed by navigating to the Help Portal and opening the My Cases page from the menu in the upper right corner. This view shows only the cases the logged in user has created.

How do I contact Salesforce support?

Click Contact Support. Click Create a Case on the "Create a Case" tile. Technical Support for questions about Salesforce products, developer support, feature activation, Marketing Clouds, Admin Assist, etc. Partner Program Support for questions about the partner program such as AppExchange service listing, billing, partner tiers, etc.

How do I create a Salesforce account billing issue case?

Account Billing Issues for questions about Salesforce contacts, invoicing, payments (account billing inquiries, not related to product inquiries for CPQ or Salesforce Billing) Fill in the required Case fields. Add any Case Collaborators to allow people to follow Case progress. Click Create Case.

Can other admins see the cases created by a logged in user?

This view shows only the cases the logged in user has created. If your organization has Premier Support, an existing Primary Designated Contact can set up other admins with permission to see all cases in their company. Admins with Standard Support will need to log a case to have Salesforce Support enable the permission on their behalf.

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How do I check my Salesforce case status?

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How do I follow a case in Salesforce?

The user can click the Follow button on the Case (in the Chatter Feed area) and they will be notified of any of the feed updates. You can then control which field changes cause a feed update by using the Setup > Feed Tracking page and selecting the Case fields.

How do I search for a case in Salesforce?

Searching from the Cases TabOn a case detail page in the Solutions related list, enter keywords related to a possible solution in the search box. ... If your organization uses categories, select a category in which to search.Click Find Solution.More items...

How do I view open tickets in Salesforce?

Note: It can take up to a few minutes for created or updated tickets to be indexed and appear in your ticket view. In Salesforce, click on the App Launcher icon in the upper left, and select an Account, Contacts, Leads, or Opportunities page. In your ticket view, double click on the ticket. The ticket window opens.

What is feed tracking in Salesforce?

Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren't posted to What I Follow. Users can see those updates in their profile feeds.

What is case feed in Salesforce?

Case Feed streamlines the way you create, manage, and view cases. It includes case actions like creating case notes, logging calls, changing the case status, and communicating with customers in a Chatter feed.

What is Einstein search in Salesforce?

Einstein Search gives the global search box more power and intelligence right from the first click. Work faster, complete tasks directly from the search results, and get results that are most relevant to your role in your company.

Where is Quick Find box in Salesforce?

Explore the Salesforce Setup MenuLook at the top of any Salesforce page. If you're using Lightning Experience, click. ... Enter the name of the Setup page, record, or object that you want in the Quick Find box, then select the appropriate page from the menu.

Is Salesforce search case-sensitive?

Search in Salesforce isn't case-sensitive. For example, a search for california finds the same items as a search for California.

How do I open a new case in Salesforce?

Steps to create a case in salesforce?User must log on to salesforce.com.Now go to cases.Now click on New Button.Now enter Contact name, Account name, Status, Priority, Case origin, Subject and description for a case.Now you can click on Save or Save and close, Save and New, Check Spelling and Close.More items...

How do I view designated contacts in Salesforce?

View your Designated Contact PermissionsLog in to Salesforce Help.From the Org picker, select Manage All Orgs.From the list of Orgs, click Get Support for your desired Org. ... Select Org Setting.Beneath your contact information a message will be displayed indicating if you're a Designated Contact.

How do I contact SF support?

About UsOur Mission & Impact.1-800-667-6389.

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