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

Credits : Apex Hours
Pooja Apr 18, 2023
1,354  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

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