In Salesforce Classic From Setup, enter Digital Experiences in the Quick Find box, then click on All Sites Click on Workspaces next to the site in which you want your guest Users to log Cases via 'Contact Support.'
Full Answer
Can Salesforce Platform users access to case object?
No, Salesforce platform users cant access to Case object. There is no work around because it is the standard limitations of license type. Show activity on this post. To Enable Employee Case, navigate to Users>Permission Sets>New Permission Set
How to enable employee case in Salesforce?
To Enable Employee Case, navigate to Users>Permission Sets>New Permission Set Create a Permission set and assign the Customer Community Permission After doing so, add object permissions for Case in that permission set, also set Tab visibility.
Can the users see cases where they are the contacts?
Once the list views have been updated or created, the users should now see cases where they are the contacts even if they do not own the cases.
How to filter list view by additional fields in Salesforce?
Change the Filter By Owner option to "All Cases". Add a Field Filter to the List View under "Filter By Additional Fields (Optional)". The filter will be as follows Field:<Custom Checkbox Field>, Operator: Equals, Value: True.
How do I view all cases in Salesforce?
If the Salesforce console is set up, view case lists by selecting Cases from the navigator tab (if Cases is available). Click Edit or Del to edit or delete a case. to follow or stop following a case in your Chatter feed. Click New Case or select Case from the Create New dropdown list in the sidebar to create a case.
What is manage cases permission 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.
Can users at the same role see each other records Salesforce?
Since your users are on the same role, one user will not be able to see the other user's records.
Can you link cases in Salesforce?
Cases can be associated with each other via the Parent Case lookup field on a case edit page. From the Related Cases related list, click: New and choose from the dropdown button to create either a blank case or a case with information from the parent case.
How do I give permission to view all data in Salesforce?
Select the object >> Edit >> go to the Object permissions section. assign the permission and Click Save. Apart from View All and Modify All permissions for a certain object, there are also “View All Data” and “Modify All Data” permissions.
What is view all and modify all permission?
The “View All” and “Modify All” permissions ignore sharing rules and settings, allowing administrators to grant access to records associated with a given object across the organization. “View All” and “Modify All” can be better alternatives to the “View All Data” and “Modify All Data” permissions.
What is the difference between roles and profiles?
Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy): Profiles are like circles of users that share the same function, eg. 'Marketing', 'System Admin', 'Sales', 'Support'. Roles are how users relate to each other in a hierarchy, eg.
Can 2 users have same role in Salesforce?
A private OWD does not grant access to other users in the same role. If you want users within the same role to share data, then you will need to create a sharing rule (in Setup->Sharing settings). This will be an ownership based rule, which grants read/write access to all users in the role
What is the difference between profile and permission set?
The difference between Profile and Permission Sets is Profiles are used to restrict from something where Permission Set allows user to get extra permissions.
How do I link a case to an account in SalesForce?
Select “Account”, which is our Lookup field, from the “Form Field” list and select “Account ID” from the “Object Field” list. When both selected click “Create Map”. This will ensure to link the new Case to an existing Account in Salesforce. 16.
What is case hierarchy 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.
What is case management in SalesForce?
As described in Service Cloud Introduction session, Salesforce Case Management allows us to record, track and solve customer issues by sales, service and support. It includes the ability to create cases either from an email (email to case), from a web form (web to case), or manually.