Where Cases are Created

Where are Cases created?

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Question

FILL BLANK - Where are Cases created?

Explanations

See the answer below.

On the Cases Object and Account or Contact Related Lists.

Cases in Salesforce can be created in various ways, depending on the business needs and the access level of the user. Here are some of the common ways in which cases can be created in Salesforce:

  1. Manually from the App Launcher: Users with the appropriate permissions can create cases manually by navigating to the App Launcher in the Lightning Experience and selecting the "Cases" app. From there, they can click on the "New" button and fill out the required fields to create a new case.

  2. From the Salesforce Console: Users can also create cases from the Salesforce Console, which is a multi-tab workspace that allows users to work on multiple records simultaneously. They can navigate to the "Cases" tab in the console and click on the "New" button to create a new case.

  3. By Email: Cases can be created automatically in Salesforce by sending an email to the designated email address set up by the organization. Salesforce will then create a case based on the content of the email and any associated attachments.

  4. By Web-to-Case: Web-to-Case is a feature in Salesforce that allows users to create cases from a web form that is embedded on their website. When a user fills out the web form, Salesforce will automatically create a new case in the system.

  5. By Communities: Users can create cases from within a community, which is a secure and customizable space where users can collaborate with each other. They can navigate to the "Cases" tab within the community and click on the "New" button to create a new case.

So, the answer to the question "Where are cases created?" would be "Cases can be created manually from the App Launcher, from the Salesforce Console, by Email, by Web-to-Case, or by Communities."