Now let's understand how to create a new caissons and force.
Actually when we talk about creating new cases that are multiple ways of creating cases and sales force
you can create manually you can use the option of the app to case you can use the option of email to
case you can call support agents so they can create a case on your behalf.
So there are multiple ways of creating cases.
Now let's understand how to manually create a case and says force.
So log into your sense was develop a dog and the case a stab if it's not dead already.
So let me quickly add the case a stab here.
Awesome.
So the case of stab is right here and let's go ahead and create our first case here click on new to
raise a case.
So generally cases for any support purpose or a for reporting any issues as such.
Fill in the details as per your requirement.
So if you want to tag a contact on an account piece you can do that accordingly.
Say for example if the cases of the dispute to a specific account then look for that account and that
add that our respective account and also contact and type in cases.
So these odds are because feels that we have which you can very much configure them accordingly.
But your requirements you can add values daily delete values you can rename existing values according
to that.
So here the type is like what kind of.
They show that you are facing is that gays are related to some electrical issue or electronic crucial
what issue is that.
But as mentioned earlier this may not be applicable for other business processes.
So configure them accordingly.
So let me say electronic and the case recent.
What does the case reason is that any breakdown orders that shut down shutdown is that any performance
issue.
What does it exactly that you are facing.
All right.
And what does this case and the status status as the new status is we are creating a new guess and priority
a priority also you can set it accordingly.
And what does that is origin like you know you are directly logging into Raziq is our through phone
or through email like how was that it is being raised.
All right.
And on top of it you can also give product information potential liability but these fields these are
not restricted to these fields what do you see here.
You can very much add create new fields and add new fields to the base layout as it suits your business
requirements.
Off goes yes.
All right.
Same sort of fields of clerk's office for every business process out there.
So you can either remove fields ask put your business process so you can choose a product and you can
give the subject then the detailed description of that Doug case the ones that I have given here is
a sample subject on the sample description.
All right I'm just saying that some of the companies are not working so have raised a case for that
and once you are done creating the case here you have options to assign using active assignment rules
and send e-mail notification to the contact.
All right.
So assign using active assignment rules assignment rules like we'll be discussing for them for the radios.
All right.
But yes I would like to assign this guys using the assignment rules and based on that if you get assigned
appropriately to the appropriate person out of the queue.
So I want to use that.
So I'm taking this option.
And if you want to send an email notification to the contact you can use this option as well.
And once you are done giving all the details it's safe.
That is an error message here which says that is all right.
So basically that a is assignment tools.
Active assignment rules as defined in the system so as often I would not be able to use this functionality
but later point of time when we create an active guess assignment tool then you can use this option.
All right.
So yes save the effect we have created our first case.