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I have multiple Web to Case forms setup and if someone that does not have a contact record in SF submits a case, I want to be able to create the contact record preferably by a click of a button within the Case layout using the Web Name and Web Email and any other relevant data I have included in the Web to Case HTML.

 

Also if I want to be able to use the Quick Action button to Send Email, I need the Web Email prefilled. I'm not sure how to sort this. 

 

#Service Cloud

답변 1개
  1. 2021년 10월 11일 오전 11:08

    Hi Gareth,

    One of the way is to create  a quick action on case object , and link it with a custom aura component, and that component will responsible to create the contact.

    Same thing can be achieve by calling flow from the quick action.

    Thanks

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