Error Loading Cases

Error Loading Cases

If My Cases permission is enabled on a Profile's My Cases settings, then one can view, create, or edit support cases via an integration with a ticketing system like Salesforce Service Cloud or Zendesk. 

 

 

If the My Cases page returns the following error, the issue is related to the customer's CRM ID. 

 

 

PeakCommerce does not store CRM ID's within its database. The My Cases feature gets the CRM ID from the Zuora account. There must be a real account in SFDC and Zuora with the CRM tied to the particular user in Zuora.  Zuora account example below.

 

 

An Account Executive user will only see customers' Cases, not their own because they do not have their own Zuora account number tied to their user.