Manage Files on Faculty Support Cases

You can upload documents to a Faculty Support Case and view them from the Case record. The walkthrough below covers both.


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How Salesforce Cases are used for faculty support: Email-to-Case intake from the DFR, Area Affairs and Grad Research Programs EGAs, queue and predefined-case-team assignment by Type, the permission sets that grant object and record access, and how to use Tasks, Topics, email reassignment and mass close.