Difference between revisions of ":How to Change Case Owner via Mobile"
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Revision as of 19:16, 16 July 2018
Contents
How to change case owner via Salesforce Mobile App
Description
This article is to show you how to change the case owner to other name. This action needed when employee needs to assign ticket to other employee.
Video Instructions
Step by Step Instruction
1. Login to salesforce via Salesforce Mobile App. 2. Locate and tap on customer case. 3. Tap on Update Case. 4. Tap on Case Owner, and then start entering new case owner name or select from lookup result.
NOTE: for Agent Search function, after you finish typing, you must tap on lookup icon to see the search result.
5. Tap on Save.
