Hello!! We are preparing for setting up web to case. Wonder if there is anyone who can tell me what is the best way to prepare for this.
- How do you add fields when the forms are already in use in production? do we generate a new HTML?
- Does the website builder builds the styling around the HTML snippet? Or does he or she adjust the snippet?
- After you have tested in the sandbox, do you generate a new HTML snippet in production or do you just give the correct link and Org ID to the web developer?
I have read several support articles already but this information i couldn't find. Thanks in advance for your help!
2 Kommentare
Lisa, we had a web-2-case business requirement in our recent implementation that enabled customers to submit service inquiries with attachments, (perhaps a photo of the service problem they were having for example). We quickly learned that SalesForce suprisingly doesn't support this use case. He had to buy a 3rd party application "FormsAssembly" to enable this capability. Just passing this along.
