Canvas GuidesCanvas Admin Guide Support InformationHow do I transfer a case to another field admin at my institution in Service Cloud?

How do I transfer a case to another field admin at my institution in Service Cloud?

If you have more than one Service Cloud user at your organization, you can assign cases to other Field Admins.

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

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Click the Save Case Details button.