Case オブジェクトが関連するトレイルヘッド



# レコードタイプがない

+ [Set Up Case Escalation and Entitlements > Create a Case Escalation Rule project.](https://qiita.com/Keiji_otsubo/items/261f28544318209a8594)
+ [record typesがない](https://qiita.com/Keiji_otsubo/items/22dea33506073074a446)

+ [Automate Case Management challenge - "Assign Panel1" not found](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000G2RXS)

**The issue was due to the existing automation, hence trying a new playground, Fixed the issue.**

+ [コンタクトとしてSean Forbes を選ぶとエラーになる](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000G3JuY)

+ [Automate you business process - contact Sean Forbes can't be found](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000E0MURSA3)
+ [Automate Your Business Process - Assignment Rules](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000Gelxt)

文字としてすべてを入力するのでなくて、レコードを選択する。
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/37da3754-1174-f111-8212-b4b7dcb53b5c.png)

+ [「ビジネス プロセスの自動化」セクションのケース割り当てルール演習を完了しようとしていますが、フィールド #2 に値を入力する作業を開始すると、「ケース: ケース レコード タイプ」オプションが表示されません。なぜ表示されないのですか? ](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007ig3lY)

:::note
オプションを表示するには、別のプレイグラウンドにログインする必要がありました。この問題は解決されました。 
:::


# send email クイックアクションが出てこない

この質問はいろんな設定のオンパレード。
+ [Missing Email tab on case record page, How do i add to feed](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000FxmJ6)

+ [stuck in Create a Macro and Quick Text to find email in macro builder](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000BtLeBSAV)
+ [ I don't have an 'Email' option in the tab to click to. How do I go about solving it?](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007cmOfL)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/49088d51-110a-9768-9340-4fe6ef653432.png)


:::note
You have to enable Email-to-case in order for the action to be available.

https://help.salesforce.com/s/articleView?id=sf.customizesupport_enabling_email_to_case.htm&type=5
:::

+ [Email to Case](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000JdnwFSAR)
同じことを説明しているのに理解されんかったな。

**Enable and Configure Email-to-Case**

+ [Turn On Email-to-Case](https://help.salesforce.com/s/articleView?id=sf.customizesupport_enabling_email_to_case.htm&type=5)

最終的に正常に完了し、Eメールをレコードページに追加することができました。
私が持っていたページレイアウトの1つは、メールアイテムで、おしゃべりフィードに追加する適切なものを選択するだけです。

+ [ケースのライトニング ページの Chatter コンポーネントにメール アクションを追加できない](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000PeYjT)

:::note
Found out the standard email button won't work for this scenario and was advised to create a custom quick action. 

このシナリオでは標準のメール ボタンが機能しないことがわかり、カスタム クイック アクションを作成するように勧められました。 
:::

# クイックアクションの設定数にはMaxがあるのかも。
ページレイアウトで追加しているんだけど表示されない。
数多くが設定されていたので、使ってないものを削除すると機能しましたね。

+ [How I put the E-mail button on Case page's feed?](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000DeY8cSAF)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/9324809b-d4b9-4948-d590-3923a68388be.png)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/c9dfd958-f04d-02a2-a3de-a6c66d3b04eb.png)

---
[未解決: In the Service Cloud Agent Productivity module --->Create Macros and Quick Text to Reduce Clicks trail I am getting the error that is ,In the macros email option is visible please help me on this](https://trailhead.salesforce.com/ja/trailblazer-community/feed/0D54S00000Hm9GX)

# case numbers 00001002 and 00001016がない場合。

[Couldn't able to create a case with case number 00001002 Because the datatype of the case number field is autonumber.](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000Dx2KmSAJ)

Setup -> Customize -> Cases -> Fields -> Click Edit next to Case Number and then change the display format

[can I change the case number[Case Numberの変更方法]](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A8UL5SAN)

[Use All the Tools Together](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000E9cX4SAJ)

+ [Looks like case numbers 00001002 and 00001016 don’t include a case comment with 'Ready for new solar panels.' ](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000PfAUM)
+ [Service Cloud Agent Productivity Use All the Service Console Productivity Tools Together: Internal comments field missing](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007Z9uEE)

:::note
You need to add the 'replacement owner' field to quick actions on the case page layout and the internal comments were in that quick action.

So go to Setup, click on "Object Manager", and click on Case. After you click on Case, navigate to Buttons, Links, and Actions in the sidebar, then click on Replacement Owner -  save Edit Layout, and It will take you to Replacement Owner Layout, and it will let you include Internal Comments.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A9AakSAF
:::

+ [Unable to access cases - All cases view is empty](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX000000Nl6J)

# Looks like case numbers 00001002 and 00001016 don’t include a case comment with 'Ready for new solar panels.' When you run the Replacement Owner quick action, make sure that you fill out the 'Internal Comments' field. If you don’t see the 'Internal Comments' field when you click Replacement Owner, edit the quick action’s layout and add the field. Then run the quick action on the two cases again and include 'Ready for new solar panels.'
+ [Trailhead:- don’t see the 'Internal Comments' field when I click Replacement Owner..](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000PfAUM)

:::note
You need to add the 'replacement owner' field to quick actions on the case page layout and the internal comments were in that quick action.

So go to Setup, click on "Object Manager", and click on Case. After you click on Case, navigate to Buttons, Links, and Actions in the sidebar, then click on Replacement Owner -  save Edit Layout, and It will take you to Replacement Owner Layout, and it will let you include Internal Comments.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A9AakSAF
:::

# コピー＆ペーストでなく直接入力すること

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/f8e237c4-01d3-fe25-32b0-aba9b7df56d1.png)

[Stuck on Create Support Processes in Set Up Case Escalation and Entitlements Badge](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000G4UvX)

# 新しい割り当てルールをテストしているとき、「製品」に「ソーラーパネル」と入力することになっています。ただし、画面に製品オプションがありません

+ [Create Case and Assignment Rules](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V000077mSPp)

:::note
The "Type" field was not on my page layout. I put it in and selected "Problem" and it finally worked. 

Do one thing delete all the cases with name Faulty Inverters!
Then create new case again with record type as product support
Account Name | Pyramid Construction Inc.  {There can be two account records with same name} 
Status| New 
Case Origin| Phone 
Subject| Faulty Inverter  
Description| System shut down and seems to be from a faulty inverter 
Product| Inverters 
Type | Problem 
Case Reason | Performance 
Assign using active assignment rule| Select this option at the bottom

After doing clicking on save it should be assigned to Product Support Tier 1
After that go to setup -> case escalations -> click on search and see if the the record is showing there or not! 

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000C4o26SAB

I had the exact same issue and noticed later that my page layout was incorrect and missing fields.

Follow as below:  

Setup | Object Manager | Case 
Select Product Support Case Layout 
Select Case Page Layouts 
Make sure you have the following fields added:     

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/61b90ad3-cf66-901f-2b61-57d0e4eb6654.png)
Just create a new case and delete the old one. It should work. Let me know if it worked for you =) 

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000BuQZmSAN
:::

+ [We can't find an active standard case assignment rule ](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007X8fXm)

# ケース: 件名フィールドが暗号化されない

+ [Case : Subject field not getting encrypted](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Jec7d)

:::note
However the issue was, there was a flow "Close Care Plan Tasks" 

 Case.Subject:     You can't encrypt "Case.Subject", because it's used to sort records. To encrypt this field, in the flow "Close Care Plan Tasks" stop sorting by "Case.Subject" in the "carePlansDRC" record choice set.

I had to remove the sorting on subject field on case object or have to delete the flow to complete the trailhead. 

しかし問題は、「ケアプランタスクをクローズする」というフローがあったことです。 

 Case.Subject: 「Case.Subject」はレコードの並べ替えに使用されるため、暗号化できません。このフィールドを暗号化するには、「ケア プラン タスクのクローズ」フローで、「carePlansDRC」レコード選択セットの「Case.Subject」による並べ替えを停止します。

トレイルヘッドを完了するには、ケースオブジェクトの件名フィールドの並べ替えを削除するか、フローを削除する必要がありました。 
:::

# 問題は、最初に「ケース」レポートを作成したときはデータにアクセスできず、何も表示されないということです。

+ [My report doesn't give me any information...](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007RJws7)