How do I transfer a case to another field admin in the Service Cloud Admin Console?

Document created by Canvas Doc Team Employee on Oct 7, 2017
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If you have more than one Service Cloud user at your organization, you can assign cases to other Field Admins.

Open Case

  Open Case 

To open a case, click the Case Number link.

Transfer Case

Transfer Case

In the Transfer To drop-down menu [1], select the Field Admin you want to receive the case [2].

Save Case Details

Submit comment

Click the Save Case Details button.

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