Salesforce Web-to-Case in under 5 Minutes

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  • Опубліковано 17 жов 2024

КОМЕНТАРІ • 28

  • @Spit_n_Sparkles
    @Spit_n_Sparkles 2 роки тому

    This was very helpful! Is there a way to automatically create a Contact during this process?

  • @anilg3570
    @anilg3570 3 роки тому

    Hi, thank you for the vidoes on salesforce. I would like to know how can we edit the return URL if there is no return url while publishing this page. Hope to hear from you .Thanks ,

  • @kevinwork6389
    @kevinwork6389 3 роки тому

    What did you do to transform the form's formatting from standard SFDC? Out of the box it is all left aligned and not very pretty. Did you do something in WP?

    • @olubajiifeoluwa7851
      @olubajiifeoluwa7851 Рік тому

      I co-ask. Has anyone been able to do this?

    • @olubajiifeoluwa7851
      @olubajiifeoluwa7851 Рік тому

      I was able to figure it out with ChatGPT and CSS. You could check out my solution on Trailhead under Salesforce Developer (Format Box Size) topic.

  • @romeosanchez8383
    @romeosanchez8383 2 роки тому

    Is there a way to redirect to the case you created?

  • @cerenkaraman50
    @cerenkaraman50 3 роки тому

    Hi. I do the steps exactly as you do, but I do not see the entry fields for Name, Email etc. The Inquiry page is only written text with Name, Email, Phone but nowhere to enter the information. What could be the reason for this? (trying to do in a free wordpress page)

    • @juniejoseph1952
      @juniejoseph1952 3 роки тому

      Hi, I am facing this problem right now, did you figured it out ? Thank you :)

    • @SFDCGuide
      @SFDCGuide  3 роки тому

      Not sure, hard to say without context. Are the input elements nested properly within a element? Is all of the syntax correct? Try running it though any online HTML linter which will call out any issues with the underlying code.

  • @waterbitten
    @waterbitten 3 роки тому +1

    thanks for this video. very clear and concise explanation - Super helpful.

  • @sandeshganjare4244
    @sandeshganjare4244 2 місяці тому

    How can insert the created by with Case?

  • @neerurazdan
    @neerurazdan 3 роки тому +1

    Hi. Can you post a playlist of Salesforce Admin tutorial videos in a sequential manner. Appreciate it

  • @GabeSanchez
    @GabeSanchez 4 роки тому +1

    Is there any way to have the details of the form flow into an existing case?

    • @SFDCGuide
      @SFDCGuide  4 роки тому

      You could create a REST endpoint to accept a POST request and handle it however you like via Apex.

  • @serjgarcia
    @serjgarcia 4 роки тому +1

    The client can respond by email and update the case?

    • @SFDCGuide
      @SFDCGuide  4 роки тому +1

      This would require additional configuration within Salesforce but it's certainly possible.

  • @chaitanyayepuri5199
    @chaitanyayepuri5199 5 років тому

    Hi.. im preparing for Salesforce admin cert n i have come across a question.. Are web to case rules are based on elapsed time? True or False.. in opinion they are not.. however a lot of people have different opinions.. some we can make it time based so the answer is true but some say the answer is false.. could you please help me with the appropriate answer for this? Thanks in advance..

    • @SFDCGuide
      @SFDCGuide  5 років тому

      You won't encounter this question on your Admin exam. But I would answer false, any answer that says yes assumes something not explicitly stated in the question. Hope this helps, good luck in your exam!

    • @chaitanyayepuri5199
      @chaitanyayepuri5199 5 років тому

      @@SFDCGuide thanks for the prompt response.. such questions really scaring me.. here is another one.. A company buys 25 additional licenses. How many users can an admin setup using add bulk users tool.
      A. 5 users
      B. 10 users
      C. 25 users
      D. Unlimited

    • @guvanchatamyradov7576
      @guvanchatamyradov7576 5 років тому +1

      @@chaitanyayepuri5199 You can quickly add up to 10 users at a time to your organization. Your Salesforce edition determines the maximum number of users that you can add. Here is the link for more information: help.salesforce.com/articleView?id=users_adding_multiple.htm&type=5

  • @virginiehebert-menard5587
    @virginiehebert-menard5587 5 років тому

    Can you set up multiple web to case Default response templates?
    The client has multiple web pages which would generate different case record types (e.g. information request, Product return). It would be nice to send a different response email depending on the origin web page or case record type.
    Thanks!

  • @rmsaassf3815
    @rmsaassf3815 4 роки тому

    Where exactly do you copy paste the HTML code. Can you please explain that in detail.

    • @ChristianTuyub
      @ChristianTuyub 4 роки тому

      You can paste in any webpage, like a wordpress like in the video, or a page in a Salesforce community.

  • @zzzTechTips
    @zzzTechTips 2 роки тому

    Great content, very valuable. Thank you!

  • @gobibava
    @gobibava 3 роки тому

    it is super quick.

  • @nitinsen2939
    @nitinsen2939 3 роки тому

    maan nice video but not for the poeple's who are new comer to salesforce kindly make a full video to implement