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Sunday, May 15, 2022

Salesforce: Case Team Report

We shared Account Team Report and Opportunity Team Report a few years back, in this blog, we will look into the Case Team Report.

Similar to the Account and Opportunity report, you can filter Case based on the owner too, here are the options:


Let us go through each of them:

My cases: ONLY cases that are assigned to you.

All cases: ALL cases that you have access to, no matter who is the case owner.

User owned cases: ALL cases that you have access to, and are owned by a user, not a queue.

Queue owned cases: ALL cases that you have access to, and are owned by a queue, not a user.

My case team's cases: These are cases where you are added as a Case Team member.


My role-based team's cases: These are cases owned by you and your subordinates in the role hierarchy, but not owned by a queue, although you or your subordinate is a member of the queue.


Reference:



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