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#Cases View토론 중인 항목 2개

Has anyone every noticed or utilized the "standard" Cases List View "Cases Owned and Shared with Me"? I just recently noticed it and was told by Salesforce Support this is a Standard List View and it cannot be removed or altered.  

 

#Service Cloud  #Cases View

답변 2개
  1. 8월 7일 오후 5:19

    Hey Gail, 

     

    Yeah, that one's easy to miss since it doesn't show up unless you're specifically looking for it — it's one of the platform-delivered Standard List Views (same category as "My Cases," "Recently Viewed," etc.), which is why Support told you it can't be edited or removed. Standard List Views are owned by Salesforce itself, not by your org, so you don't get the usual Edit/Delete options non-admins or even admins get on custom ones. 

     

    What it does: it typically returns cases where you're either the direct Case Owner OR you have access via Case Team membership, manual sharing, or a sharing rule — basically the union of "owned by me" + "shared with me" rather than just ownership like the classic "My Cases" view does. 

     

    Since you can't touch the standard one, if you want similar functionality with more control (custom filters, specific fields, sorting), the usual move is to just build your own custom list view alongside it — Salesforce will happily let both coexist, and your custom one can be edited/cloned/deleted freely since it's yours. Most admins do exactly that rather than fighting with the platform-delivered ones. 

     

    Was there something specific about its behavior you were trying to fix, or just flagging that it exists?

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Case Viewers

 

To prevent multiple users from working on and updating the same case simultaneously, we can create an Aura component that displays the viewers of a case, showing their profile images along with their names when hovering over the image.

How does this component work?

  1. When a case record is loaded, it captures the current user's ID and stores it in a Long Text Area field (with a 131,072 character limit) as a comma-separated list.
  2. Once the user closes the case record console tab, their ID is removed from the field.
  3. By default, the component will be hidden on the record page. However, when there is more than one user viewing the case, the component will display the profile image and name of the other user. For example, if both you and another person are viewing the case:
    • For the other person, it will show your profile image and name. 
    • For you, it will show the other person’s profile image and name.
  4. Each time the field is updated, a platform event is published through a case trigger, which is then subscribed to by the Aura component.
  5. The component uses the platform event data to display the user information of those viewing the case.

Code posted below.

 

#Service Cloud  #Case Management  #Cases View  #Case Views

댓글 7개
  1. 2025년 9월 2일 오후 1:43

    @Balu Chennupati Thanks! I'll check out your article and look into Record Watcher. I'm brand new to being a SF Admin, so I appreciate you taking the time to share. 

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Richard Scott 님이 * Salesforce Platform *에 글을 올렸습니다

How do I get the font smaller on page layouts so I can see all fields without scrolling?

I used to be able to see all 10 fields and not at best I can only see 7 in my cases view.

It's also horribly slow in lightning when scrolling down the page in my cases view.

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