Add Close Case button in Lightning

The close case button is very useful and handy when we want to close a case.

We don't need to provide much information to close a case.

The case is closed quickly with a related case comment created.

But at this very moment, Salesforce does not have a close case button in Lightning yet.

You can vote for the idea here:

Add a Close Case button in Lightning

If you want the close case function in Lightning now, we can create an action and add it to the case page layout.

  1. Go to Setup -> Object Manager -> Case object -> Button, Links, and Actions -> Click New Action

  2. For Action Type, select Update a Record,
    For Standard Label Type, select --None--,
    For Label, enter Close Case.

  3. After clicking the Save button, create a Predefined Field Value and select Closed

  4. Edit the action page layout and drag the Internal Comments field to the page, remove the other fields and click Save.

  5. Edit Case Page Layouts, drag the new quick action to the Salesforce Mobile and Lightning Experience Actions section, and Save.

  6. Go to the case page and we can see the Close Case action.

Now we can use the Close Case function in Lightning without writing any code, isn't that cool?

Adam Wu

Weeks of programing can save you hours of planning