Web to Case Functionality in Salesforce | All You Need to Know

Credits : Apex Hours
Pooja Apr 18, 2023
851  Views
This video discusses the functionality of Web to Case in Salesforce, which allows website users to submit inquiries or information that can be converted into a case in Salesforce. Initial setup includes enabling the feature, customizing the work form, generating HTML content, and setting up email templates and notification/assignment queues. The generated web form can be added to a website or community site. Limitations include a maximum of 5000 cases created using the tool and restrictions on the type of data that can be populated. Web to Case is an efficient tool to include on a public website for customers to generate cases on product concerns.

Tagged: Email Templates, salesforce, Customers, Case, Limitations, Functionality, Web to Case, Website Users, Inquiries, Information, Initial Setup, Enabling, Feature, Customizing, Work Form, Generating, HTML Content, Notification, Assignment Queues, Web Form, Website, Community Site, Maximum, 5000 Cases, Restrictions, Type of Data, Populated, Efficient Tool, Public Website, Product Concerns

Responses

Popular Salesforce Videos

Report

Harassment or bullying behavior
Harassment or bullying behavior
Contains mature or sensitive content
Contains misleading or false information
Mobile App Reported Contents
Contains abusive or derogatory content
Contains spam, fake content or potential malware

Block Member?

Please confirm you want to block this member.

You will no longer be able to:

  • See blocked member's posts
  • Mention this member in posts
  • Invite this member to groups
  • Message this member
  • Add this member as a connection

Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.

Report

You have already reported this .