Quick summary
This demo walks you through the exact steps to log a case in Salesforce by navigating to a Contact or Account and creating a new record from the Cases related list. It covers everything from selecting the right record to filling in case details and saving.
Steps
- Click the Contact or Account tab from the dashboard or App Launcher.
- Select a Contact or Account from the list.
- Go to the Cases related list and click the dropdown.
- Select 'New' to start creating a case.
- Fill in all required details, then click 'Save' to log the case.
