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Case creation from community in salesforce.
How can we create a case from community in salesforce?
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2 Replies
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- Add the Cases tab to the list of available tabs in your community.
- Set tab visibility and “Read,” “Create,” and “Edit” object permissions. You can either set them on the profile or using a permission set. We recommend using a permission set if you plan to apply these permissions selectively.
- If using a profile, such as the Partner Community profile, set the cases tab setting to Default On and enable the “Read,” “Create,” and “Edit” object permissions for cases.
- If using a permission set, create a permission set with the following settings for cases:
In the Tab Settings, select Available and Visible.
In the Object Settings, select “Read,” “Create,” and “Edit”.
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Hi,
NOTE - When you configure the case page layout for your community, specify that some fields are required. Adding required fields to the layout ensures that customers don’t accidentally submit cases with empty fields.
Hope this helps.
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