How to add a Case Collaborator Access your Support Case in Salesforce Help. Click the Details tab. In the Case Collaborators section, click the pencil icon.
- Access your Support Case in Salesforce Help.
- Click the Details tab.
- In the Case Collaborators section, click the pencil icon.
- Search for a contact to add, then click the desired result.
- Alternatively, insert an email address and click the Add button. …
- Click Save.
Table of Contents
Why can’t I add collaborators to a case in Salesforce?
A common issue when adding collaborators to a case is that you’re searching for the wrong name. The name you search for typically needs to match the name of that person’s user in your company’s Salesforce organization or Marketing Cloud environment.
How do I create a case in Salesforce?
Fill in the required Case fields. Add any Case Collaborators to allow people to follow Case progress. Click Create Case. Grant Login Access to support by following the appropriate steps for your environment. Include the name and URLs for affected records and objects (such as Contacts, Reports, sections, workflows, etc.).
Why can’t I add a user to a case collaborator?
This might happen if you’re searching for the wrong name, the User has never logged in to the Help Portal, or if you each have Users in a different Salesforce organization. If you’re unable to find the user to add with search, simply type their email address into the Case Collaborator’s field and click Add.
How do I create a Salesforce account billing issue case?
Account Billing Issues for questions about Salesforce contacts, invoicing, payments (account billing inquiries, not related to product inquiries for CPQ or Salesforce Billing) Fill in the required Case fields. Add any Case Collaborators to allow people to follow Case progress. Click Create Case.
Resolution Steps
On Box, remove the user’s collaboration from the higher level folder (object level folder).
Root Cause
This case typically happens when the Salesforce user’s box account is manually added as a collaborator at the Object level folder (e.g. “Accounts”). Users should not be collaborated manually at the Object level folder.
