Quick summary
Submitting a case in Salesforce takes just a few steps inside the Cases module, accessible via the App Launcher. Once the case details are saved, it is automatically assigned based on your organization's routing rules.
Steps
- Click the App Launcher icon at the top menu of the Salesforce dashboard.
- Scroll down and select Cases from the app list.
- Click the New button to create a new case record.
- Fill in all required case details, then click Save to submit the form.
- Once saved, your case is submitted and will be assigned based on your org's routing rules.
