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Sarvesh Prajapati
web-to-cases
Hi,
I have created web-to-case. When I'm hitting submit button, data is not captured by cases object.
Can anyone please help me on this.
Sarvesh.
I have created web-to-case. When I'm hitting submit button, data is not captured by cases object.
Can anyone please help me on this.
Sarvesh.
Make sure that you don't have validation rules which are stoping it from Creation of Case.
Please do let me know if it helps you.
Regards,
Mahesh
There is no validation rule. I just want to understand here that how to link fields in Cases object with the fields provided in web-to-case in order to capture the data.
Sarvesh.
Is thre any update on the above query.
Sarvesh
The field mapping happens when you are actually generating the HTML, we will select the fields which we want data from Customers. Once customer provide the information on the website in our html page and click submit, it will directly inserts into our org as a Case record.
Plese go through the below links:
https://help.salesforce.com/apex/HTViewHelpDoc?id=setting_up_web-to-case.htm&language=en
https://help.salesforce.com/HTViewHelpDoc?id=web_to_case_html.htm&language=en_US
https://help.salesforce.com/servlet/servlet.FileDownload?file=015300000036A6eAAE
https://www.youtube.com/watch?v=8bB7X2d8qyc
http://www.crmsalesforcetraining.com/creating-web-to-case-forms-in-salesforce/
https://help.salesforce.com/HTViewHelpDoc?id=customize_casecapture.htm&language=en_US
https://help.salesforce.com/apex/HTViewHelpDoc?id=customizesupport_web_to_case_notes.htm&language=en_US
https://developer.salesforce.com/page/Creating_Custom_Web-To-Case_Forms_Using_Visualforce_and_Sites
Please do let me know if it helps you.
Regards,
Mahesh
Here is the code which is generated from html. In this code I have removed commented part. But I don't see anywhere in the code that data will go into case object's fileds only.
<META HTTP-EQUIV="Content-type" CONTENT="text/html; charset=UTF-8">
<form action="https://www.salesforce.com/servlet/servlet.WebToCase?encoding=UTF-8" method="POST">
<input type=hidden name="orgid" value="00D2800000195CV">
<input type=hidden name="retURL" value="http://talksalesforce.de">
<label for="name">Contact Name</label><input id="name" maxlength="80" name="name" size="20" type="text" /><br>
<label for="email">Email</label><input id="email" maxlength="80" name="email" size="20" type="text" /><br>
<label for="phone">Phone</label><input id="phone" maxlength="40" name="phone" size="20" type="text" /><br>
<label for="subject">Subject</label><input id="subject" maxlength="80" name="subject" size="20" type="text" /><br>
<label for="description">Description</label><textarea name="description"></textarea><br>
<input type="submit" name="submit">
</form>
Sarvesh.
The concept of Web to Case is to create a case from the Website, whatever fields you are able to see above are the fields from Case Object.
This will indidates which Org I need to create a case.
<input type=hidden name="orgid" value="00D2800000195CV">
This will indidate which page I need open after clicking on the submit, generally it will be home page of your company.
<input type=hidden name="retURL" value="http://talksalesforce.de">
I generated the file below:
Save this file as a.html file and provide the information and click submit.
Then login into Salesforce and there will be a case created in your org.
Please do let me know if it helps you.
Regards,
Mahesh
I did the same. But I can't see the records.
Sarvesh
Also I can't see the same fields in the Cases.
Sarvesh
Please take the below generated code for Case:
This will indicates that it is WebToCase:
<form action="https://www.salesforce.com/servlet/servlet.WebToCase?encoding=UTF-8" method="POST">
Please save it as a .HTML and open it in the Browser. If you want I can also try one time from here, it will create a Case in your org.
Regards,
Mahesh
Yes please create in my org from your side so that it would be easier to understand where I'm going wrong.
Sarvesh.
Please check whether the Case created in your or not.
I provided the below information.
Contact Name: test_Mahesh
Email: test@test.com
Phone: 3334443333
Subject: To verifi Web 2 Case
Description:To verifi Web 2 Case
Regards,
Mahesh
I Can't find above record.
Regards
Sarvesh
You are looking into Leads. I did Web2Case means you have to look into Cases.
Regards,
Mahesh
Sorry for that. But I cann't see any records in cases.
Sarvesh
I just tested the same file with my DE org id and it is working fine.
What may the reason is:
(1) Check if there are any Validation Rule which is stoping the Case creation.
(2) Check if there is any Active assignment Rule.
(3) Check if you have a profile role and profile with Modify All on Case object.
(4) Check OWD on Case object.
(5) Rather than creating the view, try to search it with the text in global search.
These may help you to troubleshoot the issue.
Please do let me know if it helps you.
Regards,
Mahesh