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Take Ownership for Cases by Vicasso
Add a custom button to easily take ownership of Cases in just one click!
- Business Need
- Agent Productivity
- Requires
- Service Cloud
- Compatible With
- Government Cloud
Are you tired of the inconvenient and repetitive process for taking ownership of Cases? This free widget reduces the number of clicks from 5 down to 1 by adding a custom button to the Case Page Layout.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Service Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Government Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- Take Ownership/1.68 (October 10, 2022) 1.68.0
- Listed On
- 09/14/2012
- Latest Release
- 02/07/2023
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 1Custom Tabs: 1Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Your current process for taking ownership of a case: 1. Click the Change link on the Case Owner field 2. Click the picklist and change the value from Queue to User 3. Click in the lookup field 4. Find and choose your name 5. Click save The new, easy way to take ownership of a case: 1. Click the custom Take Ownership button After installation: -Edit your Case page layout (Setup > Customize > Cases > Page Layouts > Edit next to your Case page layout) -Click Buttons from the left panel -Drag and drop the Take Ownership button onto the Custom Buttons section of the layout -Save Take Ownership for Cases is a free app for Salesforce brought to you by the development labs at Internet Creations. For more free apps, visit https://www.vicasso.com/products/apps This app may solve the following ideas: Assigning a case to oneself, Create new standard button: "Own This Lead", edit a case automatically become the case owner. Internet Creations is now Vicasso
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Vicasso
Hamilton, NJ, United States