Skip to main content

Hello, I have a messaging channel set up in my org. I have added the permissions that I believe necessary for an agent to correctly use messaging sessions. I am having an use, however, with the creation of cases through a messaging session. Whenever I want to link a case that already exists, there is no issue with that, but when I click on "create case" the following message appears.Does anyone know what permissions I need to add in order to be able to create a case in a messaging session?Cases in Messaging SessionsDoes anyone know what should I do to provide users access to create a case through a messaging session?

 

@* Service Cloud *

4 个回答
  1. 2023年4月13日 13:36

    Hi! I managed to solve it with the help of some Salesforce agents. What was happening was that the global action "New Case" was configured with the record type Master. What I had to do was simply asign an existing record type to the global action and then it worked.