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Create personalized case views in the inbox

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Apr 7, 2025

Business value

Personalized case views let your service representatives create case views that work best for them in the inbox. These customized case views can help your representatives increase their productivity and organize their work more efficiently.

Feature details

Personalized case views allow your service representatives to create inbox case views that help them organize their work in the way that works best for them.

Personalized case views are comprised of the following steps:

  1. Admins create personal views on a grid page for the case entity.
  2. Service representatives add the personal views to the inbox from the case grid.
  3. The personal views are then visible for service representatives in the inbox.

Additional resources

Configure custom views for the inbox (docs)