Loading
Salesforce now sends email only from verified domains. Read More
Service
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Close Cases

          Close Cases

          After you solve a customer’s case, you can close it from a few locations and create a solution or article to help solve similar cases.

          Required Editions

          View supported editions.
          User Permissions Needed
          To close cases: Edit on cases
          1. Click Close Case on a case’s detail page, Cls on the Cases related list, or Save & Close while editing a case. If enabled by your administrator, you can select Closed from Status on a case’s edit page and click Save without completing any more steps.
          2. Update Status, Case Reason, or any other fields as necessary.
          3. If solutions are enabled, you can fill in the Solution Details for the case. If you don’t want to save the solution or submit it for review to a solution manager, uncheck Submit to public solutions. When this field is checked, the new solution is automatically linked to the case.
          4. If there’s a contact on the case, select Notify contact on case close to send an email to the contact based on a predefined case close template.
          5. Click Save or Save and Create Article. The article option is available if both Salesforce Knowledge and article submission during case close is enabled.
          Tip
          Tip If you have the “Manage Cases” permission, you can close multiple cases at once using the Close button on case lists.

          See Also

           
          Loading
          Salesforce Help | Article