Web to case in salesforce service cloud

Case object

A case object is the same as any other standard object in the sales force. The case object is the container in which our company’s customers’ complaints, queries, and requests are stored. The case object allows us to keep track of customer needs and assists the support agent in processing them

Web to case
Web to case is one of the salesforce service cloud features provided by salesforce in which the customer is able to provide their complaints, queries, and requests through the web. It automatically captures the clients request from the web and creates it into the salesforce  case record.

Steps to create an web to case

1. Click the gear icon and select Setup.

2. From the quick find box enter web to case and then click on it.

3. Select the checkbox Enable Web-to-Case.
4. Select the default case origin from the dropdown(email,phone or web).

5. Select a default Response Template.

Steps to create an web to case HTML Generator

1. Click the gear icon and select Setup.

2. From the quick find box enter the web to case HTML Generator and then click on it.

3. Select the fields you want using the add button.

4. Select Visible in the Self-Service Portal checkbox for the url which the user will enter.

5. Select Include reCAPTCHA in HTML to provide security.
6. Then click the generate button shown below to generate the html code.

7. Copy the generated code shown in the screen and paste it in the notepad or any other html editor.
8. Add some css if you want and then save it as html format.
9. Open the saved file in chrome.

10. Fill out the details you want and click submit.
11. The page will automatically redirect to the case record which is created by the details you have given.

12. We can use the html template anywhere in the code like LWC, community page and web page.