October 17, 2021

How to show a to-do list on the case page in each stage in Salesforce?

1. Update the Case Status Field as needed.


2. Create a Support Process.


3. Create a Record Type.


4. Enable Path Settings and add the fields and Guidance for Success.
 
Output:
 
New Case Status:
 

 Assigned Case Status:
 

 Working Case Status:
 

 Closed Case Status:
 

No comments:

Post a Comment