How to Create a Case in Salesforce

Quick summary

This tutorial shows how to create a Case in Salesforce by navigating to the Cases module, filling in contact and account details, setting case type, priority, and description, and saving the record. Following these steps ensures support requests are properly logged and tracked in your Salesforce org.

Steps

1. Navigate to the app drawer on the top right and search for Cases.
2. In the Cases page, click on New.
3. Provide the Contact name and the Account name in the new case window.
4. Select the Type of case from the dropdown.
5. Provide an appropriate reason for the case.
6. Provide the origin of the case and set a priority based on urgency.
7. Provide a subject and describe the case in the description field.
8. Click Save to submit your case.
9. Confirm the success prompt indicating your case was created.