Implementing a "Close Case" Button in Salesforce Lightning Experience: Practical Workarounds

Achieving Full Functionality for Closing Cases in Salesforce Lightning Experience: A Comprehensive Approach

If you've transitioned from Salesforce Classic to Lightning Experience, you might have noticed the absence of the standard "Close Case" button that offers robust functionality out-of-the-box. While Quick Actions provide some flexibility, they often fall short in replicating the exact layout and validation capabilities offered in Classic. In this blog post, we'll explore a structured approach to recreate the Close Case functionality in Lightning Experience, ensuring all required fields are filled out, dependencies are managed, and validations are enforced.

Understanding the Requirements

To replicate the Close Case functionality from Salesforce Classic, we need to address the following key requirements:

• Exact Layout Replication: Mimic the Close Case page layout with all its sections and fields.
• Field Dependencies: Handle scenarios where the value of one field may depend on another.
• Field Validation: Ensure mandatory fields are filled out and validate field values as per business rules.

Step-by-Step Solution

Step 1: Capture Close Case Page Layout

Navigate to Salesforce Setup:

• Lightning Experience: Go to Setup => Object Manager => Case => Close Case Page Layouts.
• Classic: Go to Setup => Case => Close Case Page Layout.

Take note of all fields and their arrangement on the Close Case layout as this will serve as a reference for creating your custom solution.

Step 2: Create Field Sets

Field Sets are powerful tools that allow you to group fields together for reuse in Visualforce pages without modifying code. Create Field Sets that mirror the sections of your Close Case layout:

• Group fields logically (e.g., Basic Information, Resolution Details).
• Include all fields required for closing a case, respecting any dependencies.

Step 3: Develop a Visualforce Page

Visualforce pages allow for extensive customization and integration with Salesforce data. Create a Visualforce page using the Case standard controller and ensure it is compatible with Lightning Experience (lightningStylesheets="true"). Here's a sample outline:

Github Link

Customize the above Visualforce page to match the structure of your Close Case layout, including all necessary fields and sections defined in your Field Sets.

Step 4: Create a Custom Button

To launch your Visualforce page from the Case record, create a custom button:

• Setup: Go to Setup => Object Manager => Case => Buttons, Links, and Actions.
• Button URL: Use the following URL for your custom button:javascriptCopy code /apex/YourVisualforcePageName?id={!Case.Id}

Step 5: Add Button to Case Page Layout

• Lightning Experience: Edit the Case Page Layout and add your custom button to the Salesforce Mobile and Lightning Experience Actions section.

Conclusion

By following this structured approach, you can replicate the robust Close Case functionality from Salesforce Classic into Lightning Experience. This solution leverages Visualforce pages and Field Sets to maintain flexibility and scalability, ensuring your users can close cases efficiently while adhering to business rules and validations.

Enhance your Salesforce experience by implementing this customized solution tailored to your organization's specific needs. For any questions or further customization tips, feel free to reach out in the comments section below. Your journey to optimizing Salesforce Lightning Experience starts here!