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Carl Peter Schwartz
Location
Stockholm, SE
Phone
+46 73 534 90 28
Email me: hi@carlpeterschwartz.com
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Trailblazer.me

Salesforce Web-to-Case + ReCAPTCHA + Demo

Salesforce Web-to-Case + ReCAPTCHA + Demo by Carl Peter Schwartz LIVE DEMO
Salesforce Web-to-Case is an easy way to provide online support to customers.

Web-to-Case automates the case creation process by enabling customers to submit service requests directly from your company Web site.

Using easy-to-create online forms, help your service team capture information for up to 5,000 new case records per day, automatically and directly in Salesforce.

With reCAPTCHA enabled, reduce spam by verifying customer service requests before creating case records in Salesforce.

The Web-to-Case concept is simple:

Choose the appropriate form fields.
Create the form using the Web-to-Case HTML Generator.
Insert the form code into your company Web site. Customers can now submit cases!

Options including auto-response email templates, redirect URLs or "thank you" pages, and more can be configured in Web-to-Case Settings.

Salesforce Web-to-Case is one of many channels in the Service Cloud through which customers can reach out to your company.

For more information, check out the resources and slides below.

Resources:

In Salesforce Setup, navigate to Feature Settings > Service > Web-to-Lead or enter "web-to-case" in the Quick Find box. Click Web-to-Case.
Welcome to Web-to-Case Settings. Here you can Enable Web-to-Case, reCAPTCHA, select a default case origin (Phone, Email, or Web), and adjust your autoresponse email settings.
Using Web-to-Case HTML Generator, you can select the fields for your form, specify a "thank you" page URL to display when customers submit a case, and include reCAPTCHA to reduce spam. Click Generate.
Copy the HTML code provided and have your Web Developer insert it into your web site where you want the form to appear.
The standard result is quite basic as you can see, but with a little extra HTML, CSS, and JavaScript web magic...
Voila! You now have a beautiful Web-to-Case form for customers to submit service requests and create new case records automatically in Salesforce. Click the "LIVE DEMO" button to see Web-to-Case in action.
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