December 27, 2012

Web-to-Case in Salesforce

Using a simple web form, we can allow our customers to submit cases directly to our customer support group on-line. These cases will be automatically created in salesforce.com.

1. Go to Setup --> Build --> Customize --> Self-Service --> Web-to-Case.

2. Click the "Generate the HTML" link.


3. Select the required fields and enter the return URL and click "Generate" button.


4. Copy and paste the HTML generated in your blog or website.

5. Click "Finished" Button.


6. Go to the form created using generated HTML in your blog or website.

7. Click "Submit Query" button.

8. Check the created Case in your Salesforce organization.


Cheers!!!

2 comments:

  1. Hi
    If I want to upload any files like pdf, snapshot while creating the web to case, how can I add that field to the form?
    Thanks in advance...

    ReplyDelete
    Replies
    1. Check this - https://help.salesforce.com/articleView?id=000188389&type=1
      Vote for this - https://success.salesforce.com/ideaview?id=08730000000BrhfAAC

      Delete