To open one or more file records in Lightning Experience and the Salesforce app, use the navigation service, lightning / navigation. The navigation service opens the preview of one or more files in a modal dialog in Lightning Experience, or triggers a file download in the Salesforce app on mobile devices.
What is Salesforce Lightning sales console?
The Lightning Sales Console is a standard Salesforce Lightning app that gives you all your sales tools at your fingertips to prospect leads, close deals, and manage relationships. Use keyboard shortcuts to work efficiently in Lightning console apps.
How do I create a Salesforce support case?
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 view my cases in Salesforce help?
See Add a Case Collaborator for reference. 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 do I create a console app in lightning experience?
Create custom console apps in Lightning Experience the same way that you create other Lightning Apps. Use the App Manager in Setup to customize your app’s color and branding, add a utility bar and items, configure navigation rules, and assign the app to user profiles. You can always come back and edit your console app at any time.
How do I open a case in Salesforce?
Here are the new steps:Log 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 create a new case in Salesforce lightning?
To create a case:Use Search to find the individual's account and then locate the contact in the Contacts related list. ... Click New in the Cases related list of the contact. ... Enter information for the case. ... To associate the case with an asset in Classic: ... Click Save, or click Save & New to save the case and create another.More items...
How do I submit a ticket to Salesforce?
0:244:00How To Submit a Case | Salesforce Support - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhen you're ready to start your case choose what type of case you're. Creating. If it's an issueMoreWhen you're ready to start your case choose what type of case you're. Creating. If it's an issue with your org. Choose technical support if you have a question for our billing department regarding
What is a case in Salesforce lightning?
A case is a customer question or feedback, and the customizations and features set up by your administrator determine the fields and related lists you see on a case. Learn how you can get the most out of working with cases. Cases Home. From the Cases home page, you can create, locate, and edit cases.
How do I create a case object in Salesforce?
Best Practices for the Salesforce Case ObjectIdentify the most suitable Service Channels. ... Encourage Self-Service with Communities. ... Put each Agent on the right Case. ... Enable team collaboration to solve support requests. ... Guide your Agents through the Service Process. ... 5 Free Salesforce Add-Ons That Will Solve Admin Pains.More items...•
How do I register a case in Salesforce?
0:294:43Salesforce Manually Create a Case - YouTubeYouTubeStart of suggested clipEnd of suggested clipOver cases and choose new case. If I have multiple roles in the system I'm gonna select whicheverMoreOver cases and choose new case. If I have multiple roles in the system I'm gonna select whichever record type would be appropriate for my role in this example I'm just gonna click continue.
How do cases work in Salesforce?
A case is a customer's question, feedback, or issue. Support agents can review cases to see how they can deliver better service. Sales reps can use cases to see how they affect the sales process. Responding to cases keeps your customers happy and enhances your brand.
How do you use a case in Salesforce formula?
A case function has 4 components: Expression: the condition you are evaluating. Result: the value you are checking for. Return: what you want to return for each value. Catch-all: if none of these defined results are true, then just do this.
How do I check my Salesforce case status?
1:462:58How to check case status / create a support ticket in Trailhead with ...YouTubeStart of suggested clipEnd of suggested clipAnd again if you want to check the status of status of your or tickets you could you could go toMoreAnd again if you want to check the status of status of your or tickets you could you could go to this url here. Which is sfdc dot co slash view cases and then.
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 send an email to a case in Salesforce lightning?
From Setup, click the Object Manager tab. Select Cases, and open the Buttons, Links, and Actions setup page. Click New Action. For Action Type, select Send Email....For Field Name, select one of the following fields:To Recipients.CC Recipients.BCC Recipients.
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.