# Salesforce - Create a Case

> To create a case in Salesforce, navigate to Cases from the app drawer, click New, and enter the contact and account names. Select the case type, reason, origin, and priority, then add a subject and description. Finally, save the case to receive a success prompt.

Canonical: https://livedemo.ai/tutorials/how-to-create-a-case-in-salesforce/
Apps: Salesforce
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3656ab56e05a00fdae64/preview?step=1

## Steps

1. Navigate to the app drawer on the top right and search for Cases.
2. In the Cases page, click on New.
3. Provide Contact name and the Account name in the new case window.
4. Select the Type of case from the dropdown.
5. And make sure to provide an appropriate reason for the case.
6. Provide the origin of the case and set a priority based on the urgency.
7. Provide a subject and describe the case you are recording in the description field.
8. And finally, Save your case.
9. You will get a success prompt saying your case was created.