Create a Salesforce Case from outside Salesforce – Web to CasePosted: March 24, 2008
Would you like to be able to let your customers create cases using pages familiar to them or within another application?
Using the Web to Case feature in Salesforce, this is not only possible but also very easy.
Update Salesforce from Oracle using Web-to-Case
Salesforce is an online based CRM (customer relationship management) application that allows a company to track not only customer information (sales, opportunities and cases) but also customize the application to suit the particular business needs.
Cases in Salesforce allow the company to track issues and notify/escalate if needed. For a full description of the functionality of Salesforce and to get a free developer account, please visit Salesforce website.
Wouldn’t it be nice to be able to allow customers to submit information for cases through a simple webpage without having to call customer support or to log into Salesforce itself. With the web to case functionality, you can.
First you have to enable your Salesforce environment to allow the Web-to-Case functionality. To do this you must have administration rights – or else contact your Salesforce administrator.
First go into Setup > App Setup > Customize > Self-Service > Web to Case
Step 1 – enable Web to Case and define default origin for Case.
Step 2 – add any custom fields if required. It is assumed you or your admin already knows how to do this.
Step 3 – Select what fields in the Case you want populated from you web form.
Some points to note –
URL – this will define what web page you will go to after the case has been submitted.
Generate – clicking this will generate the HTML page code that you Web developer will need to add.
Now you can give the generated HTML code to your web developer.
The next step is to go the other way and investigate using Salesforce APEX language to process incoming emails.