March 5, 2021

Adding Contacts to Case Team Member in Salesforce

You can add contacts to case teams, but they can only access cases when they’re enabled as customer portal users assigned to case page layouts.
 
 
Visible In Customer Portal
If you want members in the role visible to customer portal users viewing cases, choose Visible in Customer Portal. Even if Visible in Customer Portal isn’t chosen, customer portal users added to case teams can view themselves on Case Team related lists.



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