Skip to main content

Hi there im now at the topic "Create Assignment Rules

" and there , 

 

  1. Click the App Launcher and select Service.
  2. Click the Cases tab.
  3. Click New, then select Product Support as record type and click Next.
  4. Fill in the new case record details: 

     

    Field 

    ValueContact Name | Sean Forbes 

    Account Name | Edge Communications 

    Product | (choose any product from the drop-down) 

    Type | Electronic 

    Case Origin | Email 

    Case Reason | Performance 

    Subject | Laptop not working 

    Description | Client laptop is not working 

    Assign using active assignment rule | Select

  5. Click Save.
  6. Copy the case number of the case you just created.
  7. From Setup, enter Case Escalations in the Quick Find Box, then select Case Escalations.
  8. Filter the case escalations queue to show the case you just created by entering the criteria: Case To Escalate equals [case number for the case you just created].
  9. Click Search. Note the escalation actions in the queue and when can you expect to see an escalation alert email for this case. 

completing this step is not possible as there is an error " Contact Name Sean Forbes Contact NameSelect an option from the picklist or remove the search term.", so please rectify the issue as soon  as possible, i will be providing the the screenshot. Thankyou. 

Contact name is not visible,

 

 

 

#Trailhead Challenges

3 个回答
  1. 2025年6月29日 02:11

    Hi , 

     

     

    I have found out the problem where we need to update.

    In the Field & Relationship tab of the Case Object, click edit the Contact Name Field. Then, under Filter Creteria, select the options as in the attached image that and click save.

     

    Then you can create a record by clicking Sean Forbes name under Contact Object and clicking new in Case in Related tab. Thus, it will appear as saved in the Case object as well. 

     

     

    Hi , I have found out the problem where we need to update.In the Field & Relationship tab of the Case Object, click edit the Contact Name Field.

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007X9dvf

0/9000