How to Create Web to Case Integration in Salesforce
Using a simple web form, we can allow our customers to submit cases directly to our customer support group online.These cases will be automatically created in salesforce.com.
1. Go to Setup –> Search for Case and Select –> Web-to-Case HTML Generator.
2. Select the required fields and enter the return URL and click “Generate” button.
How to Create Email to Case Integration in Salesforce
Email to Case is Standard Salesforce feature that allows case to be created from email. We will be looking into the details of On Demand Email to Case.
1.Go to Setup-Search for Case and Select Email-to Case..
2.Click ‘Edit’ Button..
3. Enable’ Email-to-Case’ and ‘On-Demand Service’..
Salesforce Data Loader
The data loader is a tool that allows users to upload records in bulk to their Salesforce environment. Users can choose between a wizard type of interface or for more technical people the command-line interface. Files are simply mapped via dragging and dropping and the data loader allows users to upload bulk data to any objects no matter if it’s standard or custom.Unlike most Salesforce features, the data loader has to be downloaded locally to your desktop to be used (Available for both Windows & Mac).