First, set up the external sharing model with Case set to private. Then, enable Customer Portal settings, and create a sharing set titled Share cases with customers for the Customer Community User Profile. In this sharing set, grant customer community users read and write access to the case object for all cases associated with their account.
Full Answer
How to create a community user in Salesforce?
So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense. Now add the details as discussed above. You’ll need to add an account. This should be a generic account for all of your customer community users.
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 create a Salesforce account billing issue case?
Account Billing Issues for questions about Salesforce contacts, invoicing, payments (account billing inquiries, not related to product inquiries for CPQ or Salesforce Billing) Fill in the required Case fields. Add any Case Collaborators to allow people to follow Case progress. Click Create Case.
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 enable community case feed in Salesforce?
Enable the site case feed:From Setup, enter Support Settings in the Quick Find box, then select Support Settings.Select Enable Site Case Feed.Optionally, select Enable Email Notifications for Case Posts (recommended).Click Save.
How do I add a case to a community in Salesforce?
Create Case FormSelect the Create Case Form component in the page you're configuring.In the property editor, configure properties for the component: Property. Details. General Settings. Click to expand the section with general setting properties. Attach Files.
How do I create a case automatically 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 submit a case to 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 does Salesforce web to case work?
Web-to-Case in Salesforce is an innovative feature that helps you gather customer support requests directly from your company's website and automatically generate up to 5,000 new cases a day. This can help your organization respond to customers faster, improving your support team's productivity.
What is experience cloud salesforce?
Experience Cloud is an online social platform that enables companies to connect customers, partners, and employees with each other — and the data and records they need to get work done.
How do I automate emails to a case in Salesforce?
Set Up Email-to-Case with a Guided Setup Flow Get your cases into Service Cloud fast with a quick guided setup flow for Email-to-Case. Connect your support email address to Salesforce, give your incoming cases a default priority and queue, and set up mail forwarding so your emails become cases for your support team.
What is case assignment rule in Salesforce?
Case assignment rules can assign cases regardless of how cases are created. Cases can be created manually or automatically using Web-to-Case, Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer Portal, Outlook, or Lotus Notes. Organizations typically use one rule for each overall purpose.
How do I create a case using process builder in Salesforce?
Using Process Builder, you can quickly and easily automate notifications of new cases for large accounts.Enter Process Builder in the Quick Find box and select Process Builder.Click New.Click Continue in Process Builder.Fill in the details for the new process. ... Click Save.Click Add Object.Object: Case.More items...
Can Salesforce be used as a ticketing system?
Support Your Customers with Desk.com. Salesforce Desk.com offers an exceptional, all-in-one help desk ticketing solution that addresses issues in a way that clients appreciate. Your client base is growing. Grow along with it with the best help desk ticketing system available — Desk.com from Salesforce.
What is Salesforce communities?
What are Salesforce Communities? Salesforce is a San Francisco based company that provides customer-relation management (CRM) software solutions. Above all, Salesforce communities are brand spaces that work to facilitate collaboration and connection for employees, business partners, and customers.
How do I add a designated contact in Salesforce?
Change DC 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 Primary Designated Contact. ... Assign permissions.