In Salesforce, you need to close a case when the customer’s issue or inquiry is resolved; it is part of the case processing.
In this Salesforce tutorial, I will explain the Salesforce close case with step-by-step guidance on how to close a case in Salesforce. I will also explain how to close multiple cases in Salesforce.
Additionally, I will guide you on how to delete a case in Salesforce and mass delete cases in Salesforce.
Close a Case in Salesforce
When a company uses Salesforce and customers face any issue, a case is created to track and solve the inquiry. Once the support team solves the problem, the user needs to close the case by marking it as “closed” in Salesforce.
Close a Case is part of case management, as it helps the support team organize and track open cases.
How to Close Case in Salesforce
Salesforce users can close cases in both Salesforce Lightning and Salesforce Classic. To close cases, the user needs permission to edit access on the cases object.
How to Close a Case in Salesforce Lightning
Below are the steps to close a case in Salesforce Lightning:
Step-1: Login into the salesforce account and click on the “App Launcher”, find and search for “Cases”. Or from the “Navigation Bar” click on the “Cases” tab.
Step-2: After clicking on cases, the cases page is open, and you can see that all the cases are seen on the page. Click on one of the cases which you want to close.
For example, you can click on the first case, which is 00001026 case number; click on it.
Step-3: After clicking on it, the case page opens; click on “Edit”, which is beside the follow option.
Step-4: Click on the “Status” picklist field and set the status to “Closed”. Then, click on the “Save” button.
In this way you can close the case in Salesforce Lightning.
How to close a case in Salesforce Classic
The following are the steps to create a case in Salesforce Classic:
Step-1: Login into the Salesforce classic account, then click on “Setup” and select the “Cases” ob