Send Visitor Information to the Salesforce Case Object

You can configure visitor information in Workspaces.

1. From Experience Builder, go to Workspaces, and then click the Administration tile.
2. From the Administration settings, select Preferences.
3. Under General, select ​​Allow guest users to access public APIs, and then save your changes.
4. Set your field-level security for the Case object and Contact Support Form component.
   1. From Experience Builder, go to Settings.
   2. Under Guest User Profile, select the link with your site name.
   3. From the example profile, click Edit.
   4. Under Standard Object Permissions, next to the Case object, select Read and Create, and then save your changes.
   5. Under Field Level Security, click Edit, and then select standard fields to show in the form.

      For example, you can add these standard fields.

      • Name
      • Email
      • Phone

      You can also add any custom fields to the form, such as Subject and Description.

   6. Save your work.
5. Set your site accessibility to let guests access your site and use the form to submit a case.
   1. From Experience Builder, go to Settings | General.
   2. Under Public Access, select Guest Users can see and interact with the site without logging in.
   3. Save your work.