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Case records and standard fields

Key Takeaway

A case's standard fields describe the issue, who owns it, how it arrived, and how far along it is.

A case is a record that tracks a customer's question, feedback, or issue until it is resolved. Cases are the backbone of Agentforce Service (formerly Service Cloud). Service reps use them to work with customers, and sales reps can use them to track issues during the sales process.

What a case record stores

A case record stores the case's progress and its links to related records, such as the contact, account, and asset. Whether a user can see or edit a case field depends on page layout and field-level security settings.

Platform Administrator Study Guide

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Case records and standard fields

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Create, update, and close cases

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Web-to-Case public intake

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Email-to-Case message intake

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Case queues and membership

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Case assignment rule routing

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When case assignment rules evaluate

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Parent and child case relationships

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Service Console case workspace

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