How to log a case with salesforce


How to log Case to Salesforce support

  1. Mobile friendly: open web browser from Tablet and smart Phone.
  2. My Success Hub: Dashboard, Open and Closed Cases, Training, and Contact Us.
  3. Help Finder: Step by Step guided experience with answers at every corner, this is good for user to have self-service.
  4. Auto complete Search: based on multiple sources, portal will auto complete and recommend question you may ask.
Here are the new steps:
  1. Log in to Salesforce Help.
  2. Click Contact Support.
  3. Click Create a Case on the “Create a Case” tile.
  4. Select an “Inquiry Type” from the options available to you: …
  5. Fill in the required Case fields.
  6. Add any Case Collaborators to allow people to follow Case progress.
  7. Click Create Case.


How do I create a case in Salesforce?

How to Create a Case in Salesforce

  • Overview. During the lifecycle of an interaction with a customer, partner, or even employee, you reach a point where you need to open a case in Salesforce.
  • Build on the Past. …
  • Imitation is the Sincerest Form of Flattery. …
  • Case Requirements. …
  • Gather Your Data. …
  • Creating Your Case. …
  • Continue Your Flow. …

How do I log into Salesforce?

How do I access Salesforce for the first time?

  • Check your email for your login information.
  • Click the link provided in the email. The link logs you in to the site automatically.
  • The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How to log into Salesforce?

To log in to your production Salesforce site:

  • Start the app by tapping the Salesforce icon on your home screen. You see the login page.
  • Enter your username and password.
  • Tap Log In .

How to submit a Salesforce case?

Provide more information by attaching screenshots or other supporting files to your Case.

  • Enter this sentence: Please assign this case to the support team.
  • Include the relevant products and features.
  • Describe what is happening and what the expected outcome is.
  • Include any error messages and include a step-by-step description of how to generate the issue. …
  • If there’s a relevant Power of Us Hub post, include the URL. …

How do I log a new case in Salesforce?

Required EditionsLog in to Salesforce, then go to the Help and Training page.At the bottom of the page, click Contact Support.Click Create a Case.Select your support topic, category, and issue. … See if there’s an existing topic that relates to your issue.More items…

How do I login a Salesforce billing case?

This information is available in the top right-hand side of your invoice. Alternatively, you can contact the billing department by logging a case on Your Account – click “Contact Us“ and select “Billing” Topic to log a case.

How do I create a use case in Salesforce?

To create a case:Use Search to find the individual’s account and then locate the contact in the Contacts related list. … Click New in the Cases related list of the contact. … Enter information for the case. … To associate the case with an asset in Classic: … Click Save, or click Save & New to save the case and create another.More items…

How do I check my Salesforce case status?

In Support Settings, ensure the “Show Closed Statuses in Case Status Field” is checked….In Salesforce ClassicGo to Setup | Customize | Cases | Fields.Click on the Status field.Click on Edit beside the specific Status picklist value.Select the Closed option.Click on Save.

Can Salesforce be used as a ticketing system?

Support Your Customers with Salesforce offers an exceptional, all-in-one help desk ticketing solution that addresses issues in a way that clients appreciate. Your client base is growing. Grow along with it with the best help desk ticketing system available — from Salesforce.

What is email to case Salesforce?

Email-to-case feature in Salesforce enables you to convert the emails received at your support email address into cases. You can then inject these emails-turned-cases in your organization’s customer support queue and follow a systematic approach to track & resolve it.

What is case management in Salesforce?

As described in Service Cloud Introduction session, Salesforce Case Management allows us to record, track and solve customer issues by sales, service and support. It includes the ability to create cases either from an email (email to case), from a web form (web to case), or manually.

What is the purpose of cases in Salesforce?

Cases are a Salesforce tool that agents use to interact with customers to help get their problems solved — they really are the backbone of Service Cloud! Cases are powerful records in Salesforce that keep a log of customer issues, show agents a complete customer overview, and so much more, right on the platform!

How do I control a case process in Salesforce?

From Setup, click Object Manager and select Case. Click Fields & Relationships, then click Type. In the Case Type Picklist Values section, click New….Next, create an inquiry support process.Click New and complete the field details. Existing Support Process: Master. … Click Save.Leave the Case Status as is and click Save.

What is support process in case Salesforce?

A support process is the case status values assigned to a case record type. ( chosen from the case status field values) A Business process is the stage values assigned to an opportunity record type. ( chosen from the opportunity stage field values)

How do you close a lightning case?

Go to Salesforce Setup => Object Manager => Case => Click on Close Case Page Layouts (In Lightning Experience, In classic Setup => Case => Close Case Page Layout). Take a note of all the fields present on the Layout and keep the layout as a reference to build your own Close Case Page.

Saturday, December 26, 2015

Two months ago (around late Oct 2015 – after Winter ’16 release), Salesforce change Help and Training portal to a whole new experience. There are 4 main areas improvement in the new portal:

How to log Case to Salesforce support

Two months ago (around late Oct 2015 – after Winter ’16 release), Salesforce change Help and Training portal to a whole new experience. There are 4 main areas improvement in the new portal:


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