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Showing posts with the label CASE

Salesforce Fact #822 | Validation on case closure

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Suppose we want to add a validation that a case can only be closed if the current user is the owner or he is part of the owner queue. We can check the current user id against the owner id or if there is a row present in GroupMember object for this user. The validation be implemented in record-triggered flow using the custom error component. Attached are the screenshots.

Salesforce Fact #692 | Update case owner with only read access

Is it possible for a user to have only READ access on a case record, but he is still able to change the owner of the record. There is an app permission called 'Transfer Cases' which enables a user to change case owner with read only access on the case. Profile/PS -> App Permissions -> Under Call Center section, enable Transfer Cases.

Salesforce Fact #622 | Public Read/Write/Transfer

Public Read/Write/Transfer OWD setting is only available for Case and Lead objects. It allows all users to view, edit, transfer and report on all records. Reference:  https://help.salesforce.com/s/articleView?id=sf.sharing_model_fields.htm&type=5

Salesforce Fact #583 | Returning true/false from CASE()

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CASE functions can't return TRUE or FALSE directly in validation rule. We need to update our condition check to include 0 or 1 or some string. Attached are the screenshots.