Slaesforce FAQ

how to search case comments in salesforce

by Shanel Reichel I Published 2 years ago Updated 2 years ago
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String queryFields = 'Id, Subject, CaseComment.CommentBody'; List<Case> cases = Database.query ('select '+ queryFields +' from Case'); for (Case c: cases) { System.debug (c.CaseComment.CommentBody); } but this doesn't work as there is no reference in Case object for the CaseComment.

To see the remaining case comments, use the API.
  1. Select the Case Comments component in the page you're configuring.
  2. In the property editor, configure properties for the component: Property. Details. Case ID. Leave the default query string for the unless you plan to customize the component and add your own query string.

Full Answer

How do I add comments to a Salesforce case?

In the Salesforce user interface, comments are entered by a User working on a Case. All users have access to create and view CaseComment in the Salesforce user interface and when using the API.

Who can edit the case record in Salesforce?

So only case owner or those users who are part of Case team can edit the case record. All the users have Read, Create, Edit access to the Case object at the profile level. Now, when an user try to edit the case which other user's have ownership and he is not part of case team, then it is showing "Insufficient Privileges".

When is the case comment record visible in Salesforce1?

The Case Comment record is visible instantly. And this works nicely with Salesforce1. With that said, let’s jump right in! Inputs for Case Comment received ( Action)

Can I add comments to a read-only case?

These permissions do not, however, carry over to case comments. A user with read-only access to a case can still add comments, public or private, which can trigger an email to the customer and disrupt support processes.

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Which search mechanism should be used to find case comments?

Currently Case Comments are not Searchable in Lightning. They are only Searchable in Saleforce Classic. Searching by comments is one of the frequent ways to look for case by service cloud users.

How do I use case comments in Salesforce?

You can create and edit case comments on Case Detail pages....Click New or Edit on the Case Comments related list.Optionally, select Public to enable comment notifications to the contact on the case, and to let the contact view the comment on the Customer Portal or Self-Service.Type comments in Comment .Click Save.

How do I check my Salesforce case status?

0:594:04Where Did My Case Closed Status Go ?!? Salesforce Spring '20 Release ...YouTubeStart of suggested clipEnd of suggested clipAnd click Edit the check box that you need to check to return close status to the case status fieldMoreAnd click Edit the check box that you need to check to return close status to the case status field is this check box here called show closed statuses in case status field.

Can you report on case comments Salesforce?

"When reporting on case comments, use the Public Case Commented field to indicate if the comment is private or public. Public comments are indicated with a check mark. To limit report results to public comments, customize the report and add a field filter where Public Case Commented equals True.

What is case comment?

A case comment is your opinion about how a particular court decided a particular case. A case comment lays out, reflects on, and critiques a court's decision and tells the reader what you think about the decision.

What are case notes in Salesforce?

Case Notes are just Chatter feed items by another name. Object description here (https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_casefeed.htm).

Where do I find tickets in Salesforce?

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.

How do I log support cases 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.

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.

How do I enable case comments in Salesforce lightning?

Required Editions and User Permissions Click New on the Cases tab to create a case, or select an existing case and click Edit. Type your comments in Internal Comments . Optionally, select Send Customer Notification to email the contact on the case of your new public comment. Click Save.

How do I add case comments?

From Setup, click the Object Manager tab. ... Click New Action.For Action Type, select Create a Record.For Target Object, select Case Comment.For Standard Label Type, select None. ... Click Save.To choose the fields users see, customize the action's layout, and click Save.More items...

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.

Datatable FlexCard for Case Comments

The Case Comment Datatable FlexCard contains a standard FlexCard Datatable element with three columns.

Custom Lightning Web Component for Case Comments

Vijay creates a CommentDataTableLWC custom Lightning web component and embeds the Case Comment Datatable FlexCard in the HTML. The HTML file only contains the embedded Datatable FlexCard.

Custom Lightning Web Component Properties

In the OmniScript designer, configure the properties of the Custom Lightning Web Component element that holds caseCommentDataTableLWC.

Want to Practice?

We don’t have any hands-on challenges in this module, but if you want to build this Case Management OmniScript, you can find a link to an exercise guide in the Resources section. To do the exercises, you need a special Developer Edition org that contains OmniStudio. A regular Trailhead Playground doesn’t have OmniStudio.

Salesforce Global Search

The first place a user looks to search is the global search bar, with a search box conveniently located at the top of the screen, regardless of where you are in the Salesforce user interface.

Lookup Search

A lookup search enables a user to search and associate a record to another record using a lookup field. For example, when associating a Contact with an Account, you would use the ‘Account Name’ field to associate the two records together.

Salesforce Search Layouts

It’s important to spend some time understanding what your users want to see when they perform a search in Salesforce. The search layout affects which fields users can view, filter and sort by on the search results page. You can also change the layout for each profile.

List View Search

List views are like fabulous mini-reports and are a great way to access data. Once created, you can also search a list view for a specific record.

Salesforce Einstein Search

Salesforce Einstein Search takes searching in Salesforce to the next level – it’s super smart! Einstein Search discovers and understands your user’s preferences and personalized search results based on geography, ownership, industry, and activity.

Summary

So, there we have it, an overview of the multiple ways to search in Salesforce.

What level do you have read, create, edit access to the case object?

All the users have Read, Create, Edit access to the Case object at the profile level.

Can administrators add comments to a case?

Currently, administrators can assign granular permissions to cases -- read, create, edit and delete. These permissions do not, however, carry over to case comments. A user with read-only access to a case can still add comments, public or private, which can trigger an email to the customer and disrupt support processes. The only way to prevent a user from adding a comment or toggling the private/public flag is to remove all access to view the case. I propose that either a) case comments inheret the permissions from cases, or b) have their own set of permissions.

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