There will be times, we all need to create a case in Salesforce. And here, I will explain how to create a case in Salesforce. We will also discuss, how to make a case in Salesforce.
Recently, I was working in Salesforce, where we got a requirement to create a case in Salesforce. So, in this blog, I will also explain, how to make a case in Salesforce.
- What is the case in Salesforce?
- How to create a case in Salesforce
- How to create a case in Salesforce lightning
- How to create a case in Salesforce Classic
- How to make a case in Salesforce
- How to set up a case in Salesforce
What is a case in Salesforce?
In Salesforce cases the substructure of the service cloud and it is used to trace customer injuries and issues. The case is usually used to trace and control issues, questions, and feedback from customers.
The new cases are allocated to the case team and the support agent and they can be created, by the support representative, the customer itself, and from a web form on our website.
The cases permit us to interact with the customer by simply sending or receiving the emails in one location and it responding with the knowledge items or solutions more expertly.
Sysco Pvt Ltd is a company based in Hoston, Texas, USA. It might create cases that are the substructure of the service cloud and these cases are used to trace and control issues, questions, and feedback from customers.
So, with this, we understand What a case in salesforce. Further, we will learn how to create a case in salesforce.
Read How to create list view in Permission Set Salesforce
How to create a case in Salesforce
The case is usually used to trace and control issues, questions, and feedback from customers. The new cases are allocated to the case team and the support agent and they can be created, by the support representative
Here we understand how to create a case in salesforce. So, if you want to learn how to create a case in salesforce follow these steps:
- Login into the salesforce account, click on the App launcher, and then click on the Sales that is present inside the App launcher.
- After clicking on Sales, there is a nav bar where all the objects are present. Here we are selecting the case object.
- After selecting the case object, the case object page is open then click on the new option.
- Enter the contact name, account name, status, priority, and case origin, and give the subject and description for a case.
- Click on save or save and close, save and New, check spelling and close.
- For click on save, the case will be saved, and then click on save and close, and the case is saved and the page is closed.
- After that click on save and new, the case is saved and the new case page is opened.
- After clicking on check spelling and close, the case spelling is checked and the page is closed.
- After that click on the cancel button, to cancel the created case.
Now, let’s move ahead and see how to create a case in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.
How to create a case in Salesforce lightning
Above, we explain how to create a case, But now we see how to create a case in salesforce lightning. So for this, login into the salesforce lightning account.
So, if you want to learn how to create a case in salesforce lightning follow these steps:
Step-1: Login into the salesforce account, click on the App launcher and then search the sales in the Quick Find Box after that click on the Sales that is present inside the App launcher.
Step-2: After clicking on Sales, there is a nav bar where all the objects are present. Here we are selecting the case object.
Step-3: After selecting the case object, the case object page is open then click on the new option.
Step-4: After clicking on the new option, enter the contact name, account name, status, priority, and case origin, and give the subject and description for a case.
After filling all the information, now click on save or save and close, save and New, and close.
Step-6: After clicking on the save option you can see that the case and case number are created and seen on the salesforce page.
This is how we understand how to create a case in salesforce lightning. Further, we will learn how to create a case in salesforce Classic.
Read How to create a list view in Salesforce
How to create a case in Salesforce Classic
Above, we are creating a case in salesforce lightning. Here we are creating a case in salesforce classic. So, if you want to learn how to create a case in salesforce classic follow these steps:
Step-1: Login into the salesforce classic account, then click on the setup and select the case object that is present in the nav bar.
Step-2: After selecting the case object, the case object page is open then click on the new option.
Step-3: After clicking on the new option, enter the contact name as Maria Reinger, account name as Lind, Schiller and Haag Fabric Mender Corp of America, status as New, priority as Medium, and case origin as Email, and give the subject and description for a case.
After filling all the information, now click on save or save and close, save and New, and close.
Here we are clicking on the save option from which our case will be saved.
Step-4: Clicking on the save and close option, the case is saved and the page is closed.
Step-5: Clicking on the Save and New option, the case is saved and the new case page is opened.
Step-6: Click on the cancel button, to cancel the created case.
Step-7: After clicking on the save option you can see that the case and case number are created and seen on the salesforce page.
In this way, we understand how to create a case in salesforce classic. Further, we will learn how to make a case in salesforce.
Read How to create list view in community Salesforce
How to make a case in Salesforce
Here we are creating a case in salesforce. So, if you want to learn how to make a case in salesforce follow these steps:
Step-1: Login to the salesforce account, click on the App Launcher then select the view all option.
Step-2: After selecting the view all option, the app launcher page is open select the items inside this page. Here we are selecting a case object.
Step-3: After selecting the case object, the case object page is open then click on the new option.
Step-4: After clicking on the new option, enter the contact name as John Willms, the account name as USAtheron42, status, priority, and case origin, and give the subject and description for a case.
After filling all the information, now click on save or save and close, save and New, and close.
Step-6: After clicking on the save option you can see that the case and case number are created and seen on the salesforce page.
So, with this, we understand how to make a case in salesforce.
Read How to Add Tab on Activity Tab in Salesforce
How to set up a case in Salesforce
Here we set up a case in salesforce. So, if you want to learn how to set up a case in salesforce follow these steps:
Step-1: Login to the salesforce account, click on the App Launcher then select the view all option.
Step-2: After selecting the view all option, the app launcher page is open there is a search and app or items search box option. Here we can search the case object.
Step-3: After searching the case object in the search box you can see that the case object is shown under the all items.
Step-4: After selecting the case object, the case object page is open then click on the new option.
Step-5: After clicking on the new option, enter the contact name as Sarah Jacobs III, the account name as Roberts and Erdman, status, priority, and case origin, and give the subject and description for a case.
After filling all the information, now click on save or save and close, save and New, and close.
Step-6: After clicking on the save option you can see that the case and case number are created and seen on the salesforce page.
This is how we understand about how to set up a case in salesforce.
Conclusion
In this tutorial, we have learned how to create a case in salesforce, and also we have covered how to make a case in salesforce. This can be performed on both salesforce lightning and salesforce classic.
- What is the case in Salesforce?
- How to create a case in Salesforce
- How to create a case in Salesforce lightning
- How to create a case in Salesforce Classic
- How to make a case in Salesforce
- How to set up a case in Salesforce
You may like the following salesforce tutorials:
- How to Avoid Creating Duplicate records in Salesforce
- How to create duplicate rule and matching rule in salesforce
- Create Report on Duplicate Records in Salesforce
- How to Change Timezone in Salesforce
- How to Access Developer Console in Salesforce
- Case Assignment Rule in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.