How do I get to case in Salesforce?
Create a Support CaseLog in to Salesforce, then go to the Help and Training page.At the bottom of the page, click Contact Support.Click Create a Case.Select your support topic, category, and issue. ... See if there's an existing topic that relates to your issue.More items...
How do I view cases in support portal?
Steps:Login to the Qlik Community.Hover over Support in the top navigational ribbon.Click Case Portal (or use the direct link: Case Portal)Choose between OPEN and RESOLVED cases. The default view is your cases only. ... Click 3 dots, then choose 'My Organization's Cases' to view your colleague's cases.
How do I open a case in Salesforce lightning?
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 view open tickets in Salesforce?
In Salesforce, click on the app launcher icon in the upper left, and select an Account, Contacts, Leads, or Opportunities page. Navigate to the ticket view in your Salesforce Account, Contacts, Leads, or Opportunities page. Click the cog icon in the upper right of the ticket view to open Personal settings.
How do I check my case status on Google?
You can use the Google Customer Care Portal to easily file, track, and respond to support cases....Review & update a caseOpen the Customer Care Portal.Click My Cases. ... Choose an option: ... Review your case and optionally update it with one or more of the following options:More items...
How do I open a case with Google?
To create a new support case:Sign in to the Google Cloud console Support page as a support user.Select the project for which you'd like to open a support case.Open Cases.Click Create case.Complete the required fields and submit the form.
How do I open a new case in Salesforce?
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 create a case report in Salesforce?
From the Reports tab, click New Report. Select the report type for the report, and click Create. Customize your report, then save or run it.
What are cases in Salesforce?
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 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 add a case collaborator in Salesforce?
How to add a Case CollaboratorAccess your Support Case in Salesforce Help.Click the Details tab.In the Case Collaborators section, click the pencil icon.Search for a contact to add, then click the desired result.Alternatively, insert an email address and click the Add button. ... Click Save.
How do I create a view in Zendesk?
0:473:45Zendesk Views - Setting Up Custom Views - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd select views in the navigation. Menu. Click on add view on the right side of the screen. You areMoreAnd select views in the navigation. Menu. Click on add view on the right side of the screen. You are now able to create a personalized.
Find your Salesforce Instance information
The instance your Salesforce Organization uses is indicated in the URL of your browser's address bar. Example URL: https://na9.salesforce.com/home/home.jsp
Find instance for My Domain
If you're using My Domain for the Salesforce Organization, you will not see the instance name by looking at the browser's address bar. Alternatively, we can use Windows Command Prompt or Mac OS' terminal and run the nslookup command.
How long does Salesforce keep history?
You can't keep it forever - Salesforce only keeps so much history around. Here's how that works: Last 18 months - You can access the last 18 months directly in your org via related lists, reports and SOQL queries. From 18-24 months - Salesforce retains this data but you have to use Data Loader or the API to access it.
Can you include the old and new record in a lookup field?
If you're dealing with changes to lookup fields, you likely want to include some additional data about the old record and the new record referenced by the lookup field. Unfortunately, you can't do that because the old value and new value themselves aren't lookups, they're just text with a name for the referenced record.
Does Salesforce keep track of history?
Salesforce isn't entirely consistent in how it keeps track of history for each kind of object. The vast majority of standard Salesforce objects follow the same model, but there are a few exceptions (particularly with Opportunity; see below). Custom objects also support history tracking but have a few minor differences in their history objects.
