Activity Forums Salesforce® Discussions How to Perform actions on the Case based on the owner Type in Salesforce?

  • Manpreet

    Member
    April 26, 2018 at 4:29 pm

    Hi saurabh,

    This can be achieved very simply by using Owner.Type in your SOQL Query.

    List<Case> caseRec = [SELECT Id,CaseNumber,OwnerId,Owner.Name,Owner.Type FROM Case];

    for(Case c:caseRec)
    {
    if(c.Owner.Type=='User')
    {
    //your functionality
    }
    }

    Possible values of Owner.Type are,

    1. User
    2. Queue

     

    Thanks.

  • Aman

    Member
    April 26, 2018 at 8:21 pm

    Hi Saurabh,

    You can create a  Change Owner Quick Action for Cases.

    User Permissions Needed :

    1. To create and modify the Send Email quick action: Manage Cases AND Customize Application
    2. To edit a page layout: Customize Application.

    Cases can be reassigned to the following:

    Community partner user
    Community portal user
    Queue
    User

    Thanks

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