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Customize the Escalate to Case Action Layout | Salesforce
Customize the Escalate to Case Action Layout
Choose which fields appear on the Escalate to Case action, and in what order, based on the information you need to track for each case.
Available in: Salesforce ClassicAvailable in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions NeededTo customize page layouts:“Customize Application”
From Setup, enter Actions in the Quick Find box, then select Feed Item Actions.
Click Layout next to the Escalate to Case action.
Drag any fields you want to add to the action from the action layout editor palette, and reposition them if necessary.
NoteIn public communities, you can’t look up a contact when the case is submitted, so we recommend that you remove the Contact field from the Case Action layout.
Parent topic: Chatter Questions
Parent topic: Set Up Question-to-Case
Previous topic: Confirm Access to the Escalate to Case Action
Next topic: Automatically Assign Cases from Questions to a Queue
See Also:Automatically Assign Cases from Questions to a Queue
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