A Guide to Salesforce Web-to-Case Form Integration
Media-savvy content creator, with a curiosity for all Salesforce experiences.
Salesforce Web-to-Case forms are a great tool that customer service teams can take advantage of to optimize case management tasks.
Join us in the article below to get more familiar with Salesforce Web-to-Case forms and how integrating them into your system streamlines business operations in Salesforce.
How To Create Web-To-Case in Salesforce ?
Follow our user-friendly guide to add Web-to-Case to your Salesforce platform.
Begin by logging into Salesforce and navigating to Setup. Type Web-to-Case into your Quick Find box and select it. Now, you want to enable Web-to-Case by selecting its checkbox and clicking the Web-to-Case Settings link.
Proceed by providing the required details in the settings section, like selecting your default case origin. Once you are done, remember to click on Create Web-to-Case Form. This button lets you customize your form’s name, email, and subject fields. When you are satisfied with your form, click Generate. Salesforce will provide your Web-to-Case form as HTML code.
Grab the HTML code and paste it into your website’s source code. You can embed the Salesforce’s Web-to-Case form in website.
It’s that simple to create forms in Salesforce! All that’s left for you to do is test your form to see that it submits data to Salesforce as a new case.
Salesforce Web-to-Case Form Integration
One of the biggest advantages of this web-to-case integration is that it lets your customers log queries and issues on your website. A Salesforce Web 2 Case form is always available 24/7, which means that customers never have to wait to raise a concern or problem regarding your products and services. Additionally, this common task is automated for customer service agents so they do not have to waste time on manually entering new customer cases into Salesforce.
If you are also interested in helping out your marketing teams, we suggest taking a look at Salesforce’s Web-to-Lead forms and solutions. And if you are searching for a nifty automation tool to receive and send emails from customers, use Email-to-Case feature in Salesforce.
Limitations of Salesforce Web-to-Case
Although Salesforce provides premium tools for business tasks, it is not a perfect platform. Let us take a look at a few web-to-case Salesforce challenges you could face if you considered to use Salesforce Web-to-Case solutions.
Challenges with Web-to-Case Objects
Salesforce Case objects are the main objects that you will work with in Salesforce to store information collected from the Web-to-Case form. Customer service agents access case objects to find out more about a customer’s inquiry or feedback. A case object will usually have fields that include subject, description, and contact.
Let’s highlight some of the constraints you might encounter with Salesforce Web-to-Case objects.
At the top of the list is the topic of security. When you use Web-to-Case forms and Salesforce objects, you might accidentally leak sensitive information from customers who submit details. The solution would be to configure your security settings correctly and validate data supplied by customers.
Continuing on the topic of data validation, if your customer submits a Web-to-Case form with incorrect information, this low-quality data will end up in your Salesforce object. This means that you will have to sift through your Salesforce data and correct it at some point.
Another challenge you could face relates to fake data submissions from bots. Keep in mind that Web-to-Case forms can collect spam data, so ensure you add CAPTCHA to your solution.
Salesforce Web-to-Case: Debugging Form Inputs
If you run into any Web-to-Case issues, we suggest that you visit the official Salesforce website for assistance. However, here are some tips for remedying common input issues on Salesforce Web-to-Case forms.
Our first best practice is to make sure your form data arrives in Salesforce. Please check your settings, as we explained earlier in the guide. You need to enable Web-to-Case in Salesforce for data to transfer to your CRM platform.
At the same time, you can also check whether the form is linked to the correct Salesforce org.
We also suggest to review your configuration if you are running into form input issues. Double-check all your fields and make sure they are mapped correctly in Salesforce.
Good Luck!
Gravity Forms or Salesforce Web-To-Case?
As we saw, working with Salesforce Web-to-Case can have some massive challenges and limitations. If you have a WordPress website, you could use Gravity Forms as an alternative to Salesforce Web-to-Case.
Gravity Forms is a plugin that you can use to build forms that integrate directly with Salesforce. And if you were wondering, you can also go from Web-to-Lead in Salesforce to Gravity Forms.
Frequently Asked Questions
Where to test Web-to-Case form Salesforce?
You can test your Web-to-Case form directly in your browser. Simply, copy and paste the HTML code into your website source code. Then, you can view, interact, and test your Web-to-Case form.
What does Web-to-Case Support?
Salesforce Web-to-Case is a feature that allows you to create a form on your website. Web-to-Case supports various functionalities: capturing customer information, attaching files, and routing cases to the appropriate support agents or teams based on predefined criteria. You can also try Salesforce Web-to-lead forms that transform web traffic to leads.
How to create a Web-to-Case form in salesforce?
Check out our guide in the above article 
What is the Web-to-Case limit in Salesforce?
Salesforce lets you collect 5000 cases over 24 hours.
Final Thoughts About Salesforce Web-to-Case Forms
Thanks for reading our article on Salesforce forms focusing on the Web-to-Case feature. We hope you found the guide on how to use Salesforce to create a Web-to-Case form useful. We also covered Web-to-Case object challenges and some best practices when using Salesforce.
If you are looking for a powerful alternative to Salesforce Web-to-Case, check out Titan. Our platform can create Salesforce forms for any use case and object.
With Titan, your Salesforce forms collect and pre-fill data using conditional logic. Try Titan to automate any business process with a drag-and-drop forms builder. For more information, contact us through one of our social media channels below.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
