Using a simple web form, we can allow our customers to submit cases directly to our customer support group online.These cases will be automatically created in salesforce.com. 1. Go to Setup –> Search for Case and Select –> Web-to-Case HTML Generator.
Full Answer
How do I view my cases in Salesforce help?
See Add a Case Collaborator for reference. Attach related files after the Case is created, or reply to a Case email with an attachment to update the supporting documents. Log in to Salesforce Help. Click My Cases. Click the Case Number to view the Case in more detail.
How do I create a case in Salesforce?
Fill in the required Case fields. Add any Case Collaborators to allow people to follow Case progress. Click Create Case. Grant Login Access to support by following the appropriate steps for your environment. Include the name and URLs for affected records and objects (such as Contacts, Reports, sections, workflows, etc.).
Is it possible to open a case with your own Salesforce support?
Salesforce developer orgs do not have the ability to open cases with their support team. I've known people who registered as consulting partners under their own personal name to get access to partner support, but I have no idea if that's something that's frowned upon by salesforce or not.
How to create web-to-case in Salesforce?
Go to Setup=>Customize=>Self-Service=>Web-to-Case. Now a window will be opened. From above Screenshot we are having different steps to capture cases from our website. Click on Generate the Html link as shown above. Select the fields from Available fields to Selected fields section.
How do I see my cases in Salesforce?
If the Salesforce console is set up, view case lists by selecting Cases from the navigator tab (if Cases is available). Click Edit or Del to edit or delete a case. to follow or stop following a case in your Chatter feed. Click New Case or select Case from the Create New dropdown list in the sidebar to create a case.
How do I add a case tab in Salesforce?
Scroll down to Feed Filter Options section. Select the name of the tab under 'Available' column and click Add (for example, All Update). Click Save to close Feed View layout. Click Save on the case page layout.
Can Salesforce users customize their home page?
You can customize the Salesforce Home tab to include components such as sidebar links, a company logo, a dashboard snapshot, or custom components that you create. A dashboard snapshot is a clipping of the top row of a dashboard's components.
How do I set up a Web case in Salesforce?
Complete the steps in Prepare for Web-to-Case.From Setup, enter Web-to-Case in the Quick Find box, then select Web-to-Case.Complete the fields. Field Name. Instructions. Enable Web-to-Case. Select to turn on Web-to-Case. Require reCAPTCHA Verification. ... Save your changes.
How do I add a home tab in Salesforce lightning?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. 'Click Save.
How do I add a tab to a page layout in Salesforce?
Click the Gear (Setup) button and choose Edit Page. Find the section that contains the tab headings and select it. Click the Add Tab By default the Details tab will be added. Click on the Tab in the list and choose the Label from the list.
How do I customize my Salesforce homepage?
Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.
How do I change my home screen in Salesforce?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
How do I make a dashboard my homepage in Salesforce?
Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.
Does Salesforce have web to case?
Web-to-Case in Salesforce is an innovative feature that helps you gather customer support requests directly from your company's website and automatically generate up to 5,000 new cases a day. This can help your organization respond to customers faster, improving your support team's productivity.
How do I test a web to case in Salesforce Sandbox?
From Setup, enter Web-to-Case HTML Generator in the Quick Find box, then select Web-to-Case HTML Generator. Select the fields to include on your Web-to-Case form. If your organization has a self-service portal and you want web-generated cases to be visible to portal users, select Visible in Self-Service Portal.
What is email to Case & web to case in Salesforce?
The Email to Case feature allows to you set up a dedicated email address for customers to email when they have a support question or issue. The email is routed to Salesforce and the subject and body of the email become the Case subject and description.
Build a Winning Salesforce Homepage
To make a homepage that exceeds expectations, go ahead and plan for equal parts discovery, design, and feedback. They’re all steps in a human-centered design process. Read more in the Foundations of Design Thinking for Salesforce Admins blog post.
Pro tip 1: Ask users open-ended questions about the existing homepage
Make sure you’re asking all your who, what, why, when, and how questions. For specific prompts, see the image below. Once you have your questions, go back through and add or edit them to ensure they’re open-ended. When users feel free to share their full experience, you might be surprised by the helpful details they offer.
Pro tip 2: Wait five seconds after each response during interviews
This gives the user time to fully collect their thoughts and process what they’re seeing. It might feel awkward at first, but you’ll be amazed at how many additional insights you’ll gain.
Pro tip 3: Group homepage learnings into themes and tie each to action items
After interviews are complete, review a summary of your notes with your users. Themes fall into many categories but here are some good places to start:
Pro tip 4: Sketch out a homepage
Think about the use case above prompting a win/loss graph on the Salesforce homepage. A low-fidelity prototype for that could be a hand drawing.
Pro tip 5: Ask users open-ended questions about the new homepage
A good place to start is by asking, “How might you use this?” You can build on that by asking for red flags or moments of hesitation. For example: “What difference do you notice from your current experience?” “Do you have any concerns with the redesigned experience?” “Is there anything missing that would increase value?”
Pro tip 6: Stay open to hanging in there if constructive criticism arises
The goal is to better the design and make it the best experience possible. Sure, some added features may not be feasible. Some audiences might have different or competing needs compared to others.
