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Questions tagged [case]

Case is a standard Salesforce object: a customer issue such as a customer’s feedback, problem, or question.

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7 votes
2 answers
11k views

Retrieving an image from rich text field?

Have a rich text field called - snapshot__c which has image in it. This field is inside custom object called obj__c. obj__c has another field case__c using lookup in it. On a Vf page, I'm selecting ...
Viraj's user avatar
  • 548
6 votes
2 answers
7k views

Case Assignment Rule workaround

Background I have an org where there are account teams. An account has a lookup field to a user that is the Customer Advocate for that account. I have triggers that add/edit/delete account team ...
Chris Duncombe's user avatar
1 vote
3 answers
2k views

CaseComment and CaseHistory relatedlist in visualforce page

I want to add CaseComment and CaseHistory related list to my visualforce page. <apex:relatedList list=" " /> What should be the value for List attribute in the code defined above. When I ...
NoNicknameSFDC's user avatar
1 vote
1 answer
2k views

Case Emails - Custom Button - TO field not populating properly

https://na4.salesforce.com/_ui/core/email/author/EmailAuthor? p3_lkid={!Case.Id}&retURL=%2F5{!Case.Id}& [email protected]:Customer%20Service I have gone back and forth with this code, ...
AMM's user avatar
  • 4,704
13 votes
2 answers
3k views

How do I set DML Options when using the REST API?

My question is nearly identical to an existing question. To summarize the problem, my case owners aren't receiving an e-mail notification when a new comment is added to their cases. Please view the ...
Justin Helgerson's user avatar
5 votes
3 answers
28k views

List sorting by custom field

I dont know how to sort a list of SObject Case. I have a List<Case> newCases which i iterate over in for cycle, where i save Cases to my new List<Case> casesList. for (Case newCase : ...
David's user avatar
  • 309
4 votes
1 answer
1k views

Is there an easy way to change the WYSIWYG editor for sending emails?

I've noticed that the WYSIWYG editor for sending HTML emails in a SalesForce case is dated (doesn't support keyboard shortcuts, doesn't support text indentations, doesn't support font styles/headers ...
Mike B's user avatar
  • 369
2 votes
1 answer
2k views

Email-to-Case & Assignment Rules - Which Address Received the Email?

I received an email from [email protected]. In conjunction with the Email-to-Case function, our Assignment Rules and Round-Robin Apex code dictate that when email is sent to our company using ...
Rock Tober's user avatar
2 votes
3 answers
2k views

How to update a field in a case when an article is attached?

I have a requirement to update a field in a case when an article is attached to the case. Any advice about which object should be trigger? We are using the lightning knowledge base.
Leo's user avatar
  • 31
1 vote
2 answers
2k views

how to create an incident in serviceNow from salesforce(Case)?

I'm trying to integrate salesforce and serviceNow. If I create a new case in salesforce, that should be saved as incident in serviceNow. Here I developed some code but I'm stuck at mapping the ...
sushanth's user avatar
1 vote
1 answer
1k views

Triggers to update parent case [duplicate]

I have a Child and parent case. I have the following fields: Reopen Flag (Checkbox field) Case Reopened By (Drop down field) The vales in Reopened By fields are Customer and Internal Total Reopen ...
srinivas ramachandrappa's user avatar
1 vote
1 answer
2k views

Locale Field on User Object in Salesforce

I Have Created a New Custom Formula Field called Locale in Case Object,I want to Extract all Values which is available on User object(Locale Field Value) to case Locale Field, How ? Can anyone Explain ...
user avatar
0 votes
2 answers
3k views

How to set closeDate of a Case record in the test Method?

I am writting a test method, where I have to set closedate of a case record to an old date. I know, i can make Status to "closed", but it will give you close date as Today. Is there any other way, ...
Noob_NoVoice's user avatar
  • 2,709
0 votes
1 answer
14k views

queue case email notifications to all users

I'd like all members in a queue to receive a case email notification each time a case changes ownership from an user to a queue. In the queue settings I leave Queue Email blank and Send Email to ...
Chicho's user avatar
  • 485
14 votes
4 answers
20k views

Visibility of cases for Community end users

We have created a community for end users to be able to add, update and see their own cases. The end user is able to create their cases just fine however when one of the agents takes ownership of ...
Miroslava Viveros's user avatar
8 votes
1 answer
8k views

How can we retrieve "Case Status" picklist values marked as "Closed" in setup?

I've marked multiple Case Status picklist values as "Closed", and now I want to access only those picklist values which are marked as Closed in Apex class. I tried looking for this in documentation ...
VarunC's user avatar
  • 5,980
7 votes
3 answers
11k views

Figuring out what flow the flow ID corresponds to?

I'm getting occasional emails that my Web-to-Case is failing in a manner related to the flow with an ID of 301U0000000Cxwl. How can I determine what flow this is? Also, I haven't had any changes in ...
AKor's user avatar
  • 473
6 votes
1 answer
2k views

Subject line Chinese Character issue in Salesforce

Thanks in advance, I am sending an email from IBM Notes to Salesforce queue(Ex:[email protected]) with Subject line Chinese Character and the body content also Chinese character only. But after creating ...
Sathish's user avatar
  • 61
5 votes
1 answer
4k views

Customer Portal New Case comment notification not working

Working in an org where they are still using the customer portal and are not ready to switch to communities. I have enabled the setting in the Support settings for the cases, as well as the template ...
Chris Duncombe's user avatar
5 votes
4 answers
12k views

"Required field missing: PicklistMasterId" error when deploying a path from a sandbox to another

When deploying a case path assistant from a sandbox to another I'm getting an error when deploying the package: Required fields missing: [PicklistMasterId] We have deployed all fields being used in ...
Renato Oliveira's user avatar
4 votes
3 answers
8k views

Spring 20 An error occurred while trying to update the record

Over the weekend our sandbox was updated to the Spring 20 release. We have a custom Aura component which is used to create cases. When attempting to submit a case after the release update we see the ...
Salesf0rce's user avatar
4 votes
1 answer
2k views

Metadata - Case Search Layout

In our project we have made couple of changes in the Search Layout of Case object. Can anyone tell me where the metadata reside for this Search Layout in package explorer (Eclipse) hierarchy ? I did ...
Varun's user avatar
  • 3,103
3 votes
2 answers
3k views

Case Emails - Client Replies (email-to-case) - Can SF Be Told To Email The Case Owner?

If a client sends a REPLY to a case email (which is from an "email to case" email address), can SF not be told to send a copy of the email and/or send an alert to the Case Owner? This seems no-...
AMM's user avatar
  • 4,704
3 votes
2 answers
1k views

Change Case CreatedById

I have a user that has left the company, and a few cases he has initiated are sitting in our Product backlog or currently being worked on. Is there any workaround to change the CreatedById to the ...
jdogg's user avatar
  • 331
3 votes
1 answer
85 views

Can I send a user to a standard layout edit page at the end of a wizard?

I want to do something that's been asked about before, but I am going to give some more reasoning in case I'm missing a better solution. I am developing a package. As part of this package, there's a ...
Charles Koppelman's user avatar
3 votes
1 answer
4k views

Unresponsive Certification Support - any idea how to contact them?

I'm trying to start a Salesforce certification exam since last week but I did run into several technical problems with the Sentinel App and biometric identification. The basic issues I have resolved ...
Uwe Heim's user avatar
  • 28.4k
3 votes
2 answers
10k views

Determine Case owner is queue or user?

how to check whether a case owner is a queue or a user? I am writing a validation rule where i need to check who is the owner of the case.
user8132's user avatar
  • 343
3 votes
2 answers
851 views

How can we get the list of user those who have the read permission on the case sObject? [duplicate]

How can we get the list of user those who have the read permission on the Case sObject?
user40533's user avatar
3 votes
1 answer
978 views

Trigger recursion error

I have set up my Case trigger with a single trigger and separate methods class to handle the activities. I have added a Recursion Handler class to try and prevent the recursion happening, but this ...
Dave Humm's user avatar
  • 5,111
3 votes
2 answers
2k views

No such column 'Comments' on entity 'Case'

I tried querying Comments field(Internal Comments standard field) on Case object which should be a pretty straightforward job. But I received above error while all the FLS and all are fine. I checked ...
highfive's user avatar
  • 6,241
3 votes
1 answer
2k views

Do FeedItem Triggers fire on the case feed "send an email" action?

My organization has begun to use casefeed for cases and so far we've run into one problem: emails in the case feed sent by technicians to customers appear in the case feed, but do not get exposed to "...
Darkenor's user avatar
  • 530
3 votes
1 answer
18k views

Upload files to a Case in SalesForce via REST API

I'm working on uploading attachments from my website to Salesforce, attachments should be related to case object. I'm using REST API in PHP. So problem is that I get an error when I tried to upload ...
iurii_n's user avatar
  • 133
3 votes
2 answers
4k views

Create Custom URL Button for Case Creation - Field Pre-Population

I am trying to create a custom URL button that will be placed on both a Person Account and a Business Account page layout. I want the button to launch a case creation form with record type = "Member ...
Ricki Reay's user avatar
2 votes
1 answer
5k views

lightning-record-edit-form component used in Community returns error: "The requested resource does not exist"

I have created a lightning web component as a form to insert new cases. I use this lightning web component inside a lightning community. Inside my lwc I am using the lightning-record-edit-form ...
Itai Shmida's user avatar
  • 5,045
2 votes
2 answers
2k views

Restrict Auto case-number field to specific record type

I've a custom auto case-number field for one of my case record type (Quality Report). Every time a new case is created, the auto case number is generated (ex: QR-1287). However, the auto number field ...
Shashank N's user avatar
2 votes
1 answer
1k views

Time based fields on CaseMilestone not showing any value

We have Entitlements and Milestones configured in our org and as standard functionality, Salesforce provides elapsed and stopped time in minutes, hours, and days format when a Case is on-hold (...
Mahmood's user avatar
  • 5,954
2 votes
2 answers
2k views

Need help on SOQL to query all related child case records

I can query the child cases for current case by something like below, list<case> parentids=trigger.new select id,status from case where parentid=:parentids What if the children have more ...
Muthu Samy's user avatar
2 votes
1 answer
3k views

Report on case team members - the number of cases worked on

I need to create a report telling how many cases were handled by support personnel. Each case can be handled by one or more support engineers and all of them are added to this case's team. So, what I ...
Dmitry Nikolaev's user avatar
2 votes
1 answer
1k views

Validation Rule To Detect Translated Picklist Values?

I am trying to create a Validation rule which will stop closing the case when either the Case Type or Subtype is blank. The formula which I have written - AND( OR(ISBLANK(TEXT(Type__c)), ...
Sudipta Deb's user avatar
  • 1,261
2 votes
1 answer
1k views

Case Assignment insufficient privileges

I have the following use case: A manager creates a case in Salesforce (manager is case owner). Send email from the inside the case. Closes the case. Manager assign case back to support ...
Thys Michels's user avatar
2 votes
1 answer
3k views

Assign account to Territory Rule in apex code

We have an issue with Accounts in wrong territories. Basically, we have an apex controller for Cases which modifies the account field that we are using to manage territories, but reading this link ...
Javier Vazquez's user avatar
2 votes
1 answer
2k views

Find Duplicate case and close

I shall appreciate ur help. Can anyone help me on this Requirement : Requirement is : 1) Create a case with Subject line (User ) ----First Case 2) Create another case with Same Subject line [...
nikkey's user avatar
  • 1,365
2 votes
1 answer
752 views

When deploying just one field, the "View All Data" permission on the profiles is deployed as well... Why?

We are seeing some deployment-behaviour that we don't understand (nor expect / want). If we create a deployset using the Salesforce UI with just one field (Test__c on Case) and add all Profiles to ...
Willem Mulder's user avatar
2 votes
1 answer
4k views

Workflow Rule on Case Comment, Fire Action on Case

I would like to fire a workflow whenever a case comment is created that emails both the case owner and a custom lookup field on the Case Object. I've created one for new Cases fine but when I fire on ...
Venko's user avatar
  • 1,030
2 votes
1 answer
1k views

How can I save an email to a Case?

We have a requirement to use an email template to reply to a Case, save the email in the Case's Activity History, and update the Case's status. I have the email being sent and the status updating, but ...
Mike Chale's user avatar
  • 13.4k
2 votes
3 answers
6k views

Case number range formula

I've developed a formula that was functional for my Leads. The formula was giving which lead is cold,warm or hot. Formula below: CASE( Formula_SUM_ALL__c , -30, IMAGE("/servlet/servlet.FileDownload?...
Darko Todorovski's user avatar
2 votes
1 answer
2k views

How to trigger email when creating a case via REST API?

When it comes to the SOAP Api, it exposes among its headers EmailHeader which can be used to trigger email sent when a case is created via API. By default, when a case is created via API, the case ...
Edmondo's user avatar
  • 1,712
2 votes
2 answers
2k views

Updating Previous Owner field on Case object

I have a custom field called Previous_Owner__c on the standard Case object. Every time the Owner is changed, I need to update this field with the previous owner's value. I have written a before update ...
Maneesh's user avatar
  • 2,176
2 votes
1 answer
6k views

Difference between Email Address and Email Services Address - Email2Case

I have configured Email2Case in my dev org as shown below. I would like to understand the difference between "Ëmail Address" and "Ëmail Services Address" and can I send an email to the service address ...
Sethuraman.AR's user avatar
2 votes
2 answers
2k views

Change the Case tabs to the Subject instead of the Case Number in Lightning(Service Cloud)

Is there anyway to change the Case tab title to the SUBJECT instead of the CASE NUMBER in Lightning(Service Cloud)? Please see below snapshot. Your help will be highly appreciated. Thanks in ...
Prashant R.'s user avatar