How to Create a Case in Salesforce CRM

How to Create Salesforce Case

Updated on:

June 8, 2026

By:

Use this interactive demo to learn how to log and save a new support case in Salesforce.

Quick summary

This demo walks you through creating a Salesforce Case directly from the Cases dashboard using the App Launcher. In just a few clicks, you can log, configure, and save a new support case without leaving your CRM.

Steps

Click the App Launcher icon at the top of the Salesforce dashboard.
Scroll down in the App Launcher and select Cases from the list.
Click the New button at the top right of the Case dashboard to open the case creation form.
Fill in the new case details and configure the relevant settings.
Once all details are entered, click Save to create the case.

📌 Why this matters

Creating cases quickly and accurately in Salesforce is essential for any support or service team managing customer issues at scale. Salesforce Cases provide a centralized way to track, prioritize, and resolve customer problems directly within your CRM, reducing response times and improving customer satisfaction. The App Launcher makes navigating to the Cases module fast, while the structured case form ensures all critical details are captured consistently. Mastering this workflow helps teams stay organized and maintain a complete audit trail of every customer interaction.

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