Quick summary
Opening a case in Salesforce takes just a few clicks using the App Launcher and the Cases module. This demo walks you through each step so your support team can log and access cases quickly and efficiently.
Steps
- Click the App Launcher from the top menu of the Salesforce dashboard.
- Scroll down and select Cases from the app list.
- Select an existing case to open it or create a new one.
- You have successfully opened a case in Salesforce.
