Set Up Web-to-Case
- From Setup, enter Web-to-Case in the Quick Find box, then select Web-to-Case.
- Select Enable Web-to-Case.
- Choose a default case origin.
- Select a default response template for automatically notifying customers that their case was created. If you set up response rules to use different email templates based on the information submitted, the default email template is used when no response rules apply. Leave this option blank if you do not wish to send emails when no response rules apply. This template must be marked as “Available for Use.”
- Select Hide Record Information to hide the record information in the email sent to customers if the case creation fails.
- Enter an email signature if you’d like to use a different signature than the default.
- Click Save.