Page 6 - How do I Manage Cases in SalesForce
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Salesforce Hot Sheet
Closing the Case
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1. If you resolve the case, click the Close Case button at the top of the screen.
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2. Change the Case Reason to COVID-19.
3. Enter the Resolution Details.
4. If the contact is populated, you may choose to notify them that the case is closed by
clicking the Notify contact on case close checkbox. If the contact is not populated, this
option will not appear.
5. Click the Save button.
Need Help?
For additional help, please contact:
Email: Amy Jones at ademore@emory.edu and Anita Paye at apaye@emory.edu
Phone: 404-727-4324 (Amy) and 404-727-4945
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Emory Confidential and Proprietary Last Revised on 3/16/2020 Visit www.emory.edu for latest version
