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          Considerations for Customer Service Incident Management Flows

          Considerations for Customer Service Incident Management Flows

          As you use Customer Service Incident Management sample flows, keep in mind these considerations.

          Required Editions

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          • Flow Limits and Considerations
          • The Run Flows user permission is required for the running user.
          • To use a Customer Service Incident Management flow, Incident Management must be enabled.
          • Change Case Owner to Incident Owner flow works only on incidents. Close Change Request & Related Issues flow works only on change requests.
          • Close Change Request & Related Issues flow closes only the change request and its related cases, problems, and incidents.
          • If the Closed picklist value is removed from the Change Request Status field, the Close Change Request & Related Issues flow fails.
          • Change Case Owner to Incident Owner flow works only if cases are marked as related to an incident.
          • Customer Service Incident Management flows work only in components or Lightning pages that specify a record ID. For example, you can’t use a Customer Service Incident Management flow from an Experience Cloud side or from the utility bar.
          • Close Change Request & Related Issues flow doesn’t support partial updates. For example, if the running user doesn’t have access to at least one related issue, the flow fails.
          • For Change Case Owner to Incident Owner flow, the case owner can be changed only if the running user has access to the case.
          • A flow can fail due to a trigger or validation error. Check whether any records related to the flow have validation errors.
          • For Change Case Owner to Incident Owner flow, the case owner can be changed only if the incident owner is a User.
           
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