how to configure cases in salesforce

• Log in to Salesforce and open your console app. Remember that there’s more than one way to get there. ...
• Click the Cases tab or use the dropdown menu in the navigation bar to find Cases.
• Click New to open the New Case page. If your org uses record types, you might be prompted to choose a record type when creating a case. ...
• In the Contact Name field, create a case for Samantha Austin. ...
• Click Status and select New.
• Click Case Origin. This should be the engagement point with the customer—in person, phone, web, and so on.
(Optional) Select a Type, Priority, and Case Reason.
Enter a summary in the Subject field.
Enter customer issue information in the Description box. Your org might have a standard format for this section, so follow your best practices and be specific, so when you or ...
If set up by your admin, select Assign using active assignment rule to have the case routed automatically to the user or queue your admin has designated.
Click Save.

How to create custom formula in Salesforce?

creating Formula field in Salesforce ? Go to Setup => Build => Create => Object => Select object => Custom Fields & Relationships => Click new => Formula. Now we are creating Formula field for student object to calculate average of three subjects F = ( S1+ S2 + S3) /3. Go to detail view of the object.

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 customize quick create in Salesforce?

• While you’re still viewing Candidate in the Object Manager, click Page Layouts.
• Click next to Candidate Layout, then select Edit.
• Under Salesforce Mobile and Lightning Experience Actions, click the override the predefined actions link.
• Click Mobile & Lightning Actions in the palette.

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How to create a custom lead field in Salesforce?

• While still viewing the Opportunity object Fields & Relationships, click the Field Dependencies button.
• Click New, and set up the new field dependency.
• Select Stage as the Controlling Field.
• Select Close Reason as the Dependent Field.
• Click Continue.
• At the top of the table, click Next until you see the Closed Won and Closed Lost columns.

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How do I customize a case in Salesforce?

Click Edit on the View Cases Page line.Select the Show View Cases Page box to allow users to view their open and closed cases.Select Add Comments to Cases to allow users to add comments to their cases. ... Select Add Attachments to Cases to allow users to upload files to their cases.More items...

How do I use cases in Salesforce?

6:2636:56Salesforce Case Management - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd such and you can map those into fields within Salesforce. Both are Fredi straightforward to setMoreAnd such and you can map those into fields within Salesforce. Both are Fredi straightforward to set up the amount of case does require a few additional settings that we won't get into today.

How do I enable cases in Salesforce?

Enable Case Feed Actions and Feed ItemsFrom Setup, enter Support Settings in the Quick Find box, then select Support Settings.Click Edit.Select Enable Case Feed Actions and Feed Items .Click Save.

How do I create a Salesforce case in Salesforce?

Create a CaseLog in to Salesforce Help.Click Contact Support.Click Create a Case on the "Create a Case" tile.Select an "Inquiry Type" from the options available to you: ... Fill in the required Case fields.Add any Case Collaborators to allow people to follow Case progress.Click Create Case.

How do I assign a case to a queue in Salesforce?

The default case owner can be a user or a queue.From Setup, enter support settings in Quick Find Box then select Support Settings.Click Edit.Choose user or queue.Select the user or queue name you want to be the owner of a case if no assignment rules apply.Click Save.

What is parent case and child case in Salesforce?

A case hierarchy shows cases that are associated with one another via the Parent Case field. In the case hierarchy, child cases are indented to show that they're related to the parent case above them. To view the hierarchy for a case, click View Hierarchy next to the Case Number field on the case detail page.

How do I set permissions for a case?

Create Permission Sets for Case FeedCreate a permission set for Case Feed.On the Permission Set page, click App Permissions.Select Use Case Feed . Optionally, select any other permissions you want to include in the set.Click Save.

How do you create a case?

0:000:33How to Create a Case in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome how to create a case in Salesforce lightning. Click the cases tab. If you don't see the tabMoreWelcome how to create a case in Salesforce lightning. Click the cases tab. If you don't see the tab select service from the app menu. Click on new select a status for new case.

How do I create a case record in Salesforce?

Create a CaseLog in to Salesforce Help.Click Contact Support.Click Create a Case on the "Create a Case" tile.Select an "Inquiry Type" from the options available to you: ... Fill in the required Case fields.Add any Case Collaborators to allow people to follow Case progress.Click Create Case.

What are Salesforce cases?

Cases are a Salesforce tool that agents use to interact with customers to help get their problems solved — they really are the backbone of Service Cloud! Cases are powerful records in Salesforce that keep a log of customer issues, show agents a complete customer overview, and so much more, right on the platform!

How do I make multiple cases in Salesforce?

0:524:55Create multiple contacts and cases in Salesforce usign a form - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo if I click view I can see that I can add two cases I can add three cases and I can it fall. And IMoreSo if I click view I can see that I can add two cases I can add three cases and I can it fall. And I can add another contact and so on and so forth great now let's connect it all to Salesforce.

What is case object in Salesforce?

The Case Object is the main object, often known as the core of Salesforce Service Cloud. Case Object Salesforce comes under the category of Standard Object. You can use the Case Object to manage cases for your organization. A “Case” typically represents a Customer's Query, Feedback, or Problem.

Create a Case

Ada has been working with Ursa Major Solar customer Samantha Austin to repair a damaged solar panel on the roof of her home. Ada wants to open a new case to start the repair process.

Change a Case Status

Now that the case exists, Ada and team can edit and add details as needed, including changing the status to reflect Samantha’s progress through the solar panel repair stages. All they need to do is open the case, click Edit, and change the value of the Status field. Click Save, and that’s it! Case managed.

View Case Lists

After you create a case, you automatically see it open within the console. But what if you need to navigate to another case? Or what if you want to see a list of cases?