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Here is a step-by-step tutorial to create a case in Salesforce:
- Navigate to the app drawer on the top right and search for Cases.
- In the Cases page, click on New.
- Provide the Contact name and the Account name in the new case window.
- Select the nature of the case from the Type dropdown.
- And make sure to provide an appropriate reason for the case in the Case Reason field.
- Provide the origin of the case and set a priority based on the urgency.
- Provide a subject and describe the case you are recording in the description field.
- And finally, Save your case.
- You will get a success prompt saying your case was created!
Also read: How to create a report in salesforce.
