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View My Org's Open and Closed Cases in Salesforce Help Portal

Publiceringsdatum: Oct 8, 2026
Beskrivning

Unless restrictions have been put in place by your company, all Salesforce users can submit, update, or clone a case with Salesforce. To see open and closed cases for your org, navigate to the Salesforce Help Portal and open the My Cases page from the menu in the upper right corner. This view shows only the cases the logged-in user has created. The cases picklist menu offers the following options:

My Open Cases displays any open Support cases. This is the default view when you open the My Cases page.

My Closed Cases displays any closed Support cases.

Open Success Activities displays any open Onboarding, Expert Coaching, or Success Review cases.

Closed Success Activities displays any closed Onboarding, Expert Coaching, or Success Review cases.

When you view a case in the Help Portal, any files shared are visible under Attachments in the Details tab.

If your organization has a Premier Success Plan or Signature Success Plan, an existing Primary Designated Contact can set up other Designated Contacts with permission to see all cases in their company.

Lösning

This article answers the question: how can you view all open and closed cases for your org in the Salesforce Help Portal? Designated Contacts see additional case views on the My Cases page, and the steps to become one depend on your Success Plan.

Set Up Designated Contacts for Premier and Signature Success Plans

For Premier customers and Signature customers, review Create and Manage Designated Contacts on Salesforce Help to learn how your Primary Designated Contact can add other Designated Contacts to see all cases.

Request Designated Contact Access with a Standard Success Plan

If you have a Standard Success Plan or need additional help, contact Salesforce Support and ask them to reference the internal information section of this article, number 000385177.

Additional Case Views Available to Designated Contacts in the Help Portal

Designated Contacts see additional options to view all open and closed cases for their org on the My Cases page in the Help Portal. The cases picklist menu shows these two additional options:

  • My Org's Open Cases
  • My Org's Closed Cases
Knowledge-artikelnummer

000385177

 
Laddar
Salesforce Help | Article