Friday, March 13, 2015

Salesforce – Case Team Roles

A case team is a team of users working together on a case. A team may include support rep, manager and product manager.  Role determines the access level to the cases.

Setup > Customize > Case> Case Teams > Case Team Roles

Case Team Roles > New

Case Team Member Role Page

Member role Name: Test Case Team

Member Role Settings

Case Access: Access to the case records. Access can be “Private or Read Only or Read/Write”.

Visible in Customer Portal: Select if you want the users in this role visible to Customer Portal users viewing cases.


Case team created.


  1. A sure hit! Very informative! All the lessons in the course was taught properly. I can’t wait to use the knowledge I got in naming my business. check also