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How to Perform actions on the Case based on the owner Type in Salesforce?
Perform actions based on the owner Type of Case?
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2 Replies
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Hi saurabh,
This can be achieved very simply by using Owner.Type in your SOQL Query.
List<Case> caseRec = [SELECT Id,CaseNumber,OwnerId,Owner.Name,Owner.Type FROM Case];
for(Case c:caseRec)
{
if(c.Owner.Type=='User')
{
//your functionality
}
}Possible values of Owner.Type are,
1. User
2. QueueThanks.
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Hi Saurabh,
You can create a Change Owner Quick Action for Cases.
User Permissions Needed :
- To create and modify the Send Email quick action: Manage Cases AND Customize Application
- To edit a page layout: Customize Application.
Cases can be reassigned to the following:
Community partner user
Community portal user
Queue
UserThanks
Log In to reply.
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