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            Web-to-Case Setup

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            Web-to-Case Setup

            Let your alumni submit cases through a form on your company's website. Web-to-Case automatically creates cases from the information submitted through the form. With Web-to-Case, alumni can seek support without logging in to the Alumni Portal site.

            Required Editions

            View supported editions.

            To set up Web-to-Case, perform these tasks:

            • Choose the case fields to include in your web form.
            • Create a customer email template for the automated acknowledgment notification.
            • To assign incoming cases, create one or more case queues.
            • Identify the owner of the cases created using the web form.
            • Turn on Web-to-Case.
            • Generate the web form.
            • Prevent spam with reCAPTCHA.

            See Provide Web Forms with Web-to-Case.

             
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            Salesforce Help | Article