Create a Case and Case Team
Your VP just informed you that your company has a new support policy of including specialists on each case. To pass this challenge, create a case team and add it to a brand new case. Note: You will need to have the Case Teams related list on your case page layout to complete this challenge.
- Create a case. Set the Subject to ‘Broken Router’, Origin to ‘Phone’ and Status to ‘New’.
- Create a Case Team Role where the Member Role Name = ‘IT Specialist’ and Case Access = ‘Read/Write’
- Create a predefined case team with the name ‘Specialists’.
- Add yourself to the Specialists case team with the role of ‘IT Specialist’.
- Add the Specialists case team to your newly created case.