You need to sign in to do that
Don't have an account?
jchen
help: auto contact creation based on the existing case info.
Hello guys,
My cases are comming from web-to-case. So, there is no contact created. I have all the required contact data stored in case custome fields. However, since no contact is created, I can't share the case and I can't email from salesforce (unless manually do additional to). A lot of features get cut-off because the case is not under a contact.
I wish to make a button to create a contact based on the case info, so that I can link it to an default account for sharing rule. Does anyone know how I can do that?
Thank you.