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After logging into Salesforce, you land on a Cases homepage that displays a listing of cases assigned to you, with the case number, the employee’s name, case title, case status, the contact date, follow-up date and date/time the case was closed.
The homepage view of your open cases will show, at most, 30 cases. If you have more than 30 open cases, you can click the “Homepage My Open Cases - ER” link to view all of your open cases.
Click on the images to make them larger
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The listing can be sorted by each of the column names
From here you can view a case (by clicking on the blue highlighted case number), search for an employee record, create a new case, change the case owner, and open up a view of the case details that can be printed out
You can also access reports and dashboards using the navigation tabs
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If copying/pasting in text into a Case Note (e.g. from an email) the source formatting will copy as well and may cause viewing issues, such as overlapping text. If you have this issue, a temporary fix is to delete the current note text that is causing the issue, and right-clicking in the notes box and “paste as plaintext” to repaste the note without formatting. |
Displaying all Cases
The homepage view of “My Open Cases” only shows up to 30 cases. If you have more cases than this you must click on the “Homepage - My Open Cases” Button. The total number of open cases are visible on the Homepage.
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